Jim Ludwick, founder of the 9 year old financial planning corporation, and five year associate Anna Sergunina service four offices with in person and internet based meetings. Both are Certified Financial Planner certificants and members of the National Association of Personal Financial Advisors. Ludwick is a long time member of the Garrett Planning Network, noted for its hourly financial planners.
“We realized we needed to leave the Times Square area and move closer to Penn Station which is more convenient for our clientele, “ Ludwick explained. “When the opportunity to make the move appeared, we jumped at the chance to locate in the newly refurbished landmark building which was the subject of a recent (Nov. 10th) feature story by Wall Street Journal Architectural writer Ada Louise Huxtable,” he elaborated.
The firm adopted www.adviceonly.net as the website and email moniker early in its history as a way to distinguish the business model of providing personal financial advice on an hourly or project basis, instead of selling products on commission or managing investments for a percentage fee. The company reports that its “Assets Under Advisement” exceeds $50 million although they have zero assets under management. “While we see mostly middle or upper middle class people,” Ludwick remarked, “Anna and I are committed to helping people of all income levels make good financial decisions.”
One of the most commented on features of the organization’
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Personal financial advice on an hourly or project bid basis. No sales or money management. Will help clients find a money manager and obtain products as needed.