An Independent Financial Advisory Firm
Securing Your .
. Goals
At any life stage, Magnus Financial Group excels in holistic wealth management, from personal to intergenerational planning.
Our mission is to provide top notch customer service while welcoming new clients and expanding our roster of financial advisors.
Today's Key Indices
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Current as of June 6, 2025
Our Focus
Guiding Clients, Empowering Advisors
At Magnus Financial Group, we provide thoughtful, personalized guidance to help our clients’ portfolios thrive in a complex financial landscape. At the same time, we invest in our advisors, fostering a supportive environment where their growth and collaboration lead to better outcomes for everyone we serve.
WHAT WE OFFER
Unlock financial freedom with smart choices
Tailored financial planning strategies to align your financial goals with your life objectives, ensuring a secure and prosperous future for you and your family.
Maximize your portfolio's potential, aiming for optimal growth and financial security through strategic, personalized investment solutions.
Secure a comfortable and financially stable retirement with comprehensive retirement planning services, tailored to meet your long-term retirement goals and needs.
Protect your wealth and assets with customized insurance and risk management solutions, designed to safeguard your financial future against unforeseen events.
Leverage proactive, legally compliant strategies to minimize your tax burden and retain more of your wealth, supporting a sustainable path toward your long-term financial goals.
Ensure a smooth and tax-efficient transfer of your wealth to future generations with expert estate and wealth transfer planning services, preserving your legacy.
"In prosperous times, wealth management seems effortless. The real measure of a financial planner is their ability to safeguard and grow assets during a challenging economy."
Michael S. Schwartz, CFP®, AEP®
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Why Choose Us
Maximize your wealth with strategic investments
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Magnus Financial Group LLC is an independent, SEC-registered investment management firm headquartered in New York City. We specialize in providing customized wealth management and financial planning services to a diverse clientele, including high-net-worth individuals.
Get in Touch
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90 Park Avenue, Suite 1800
New York City, NY 10016 - [email protected]
- (800) 339-1367
| Fidelity Brokerage Services LLC, Member NYSE/SIPC | Charles Schwab & Co., Inc. Member FINRA/SIPC | Interactive Brokers LLC, Member NYSE/FINRA/SIPC |
Active clients will receive account statements directly from their qualified custodian at least quarterly. Statements should detail all transactions during the period. If you have any questions or are not receiving account statements at least quarterly, please contact us. If at any time you experience any changes in your investment objectives or risk tolerance, please contact us to determine if changes to your investment elections are necessary.
This website is provided by Magnus Financial Group LLC (“Magnus” or the “Firm”) for informational purposes only. Investing involves the risk of loss and investors should be prepared to bear potential losses. Past performance may not be indicative of future results and may be impacted by events and economic conditions that will not prevail in the future. No portion of this commentary is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax or legal advice. Certain information contained herein this is derived from sources that Magnus believes to be reliable; however, the Firm does not guarantee the accuracy or timeliness of such information and assumes no liability for any resulting damages.
Magnus is an SEC registered investment adviser that maintains a principal place of business in New York. The Firm may only transact in those states which our notice is filed or qualifies for a corresponding exemption from such requirements. View Magnus Privacy Notice for more details. For information about Magnus’s registration status and business operations, please consult the Firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov
Michael S. Schwartz is primarily licensed in New York and may be licensed in other states. AR License # 444300, CA License # 0H02771
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements
Regarding client privacy, please view the following Magnus Privacy Notice