Safir Wealth Advisors, LLC

Updated today

Find your advisor

Client assets under management

$198,182,483

Clients

73% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$2,957,948

About

Safir Wealth Advisors is an SEC‑registered, fee‑only investment adviser that serves individuals, high‑net‑worth clients, trusts, and estates with discretionary portfolio management and comprehensive financial planning and consulting. The firm manages roughly $198 million for about 67 clients and offers both ongoing wealth management and stand‑alone planning engagements (hourly, fixed‑fee, or retainer arrangements).

The firm constructs diversified portfolios primarily with low‑cost mutual funds and ETFs while selectively using individual stocks and bonds and, when appropriate, retaining legacy positions for tax or suitability reasons; its approach is generally long‑term but allows for shorter‑term trades to rebalance or meet client needs. Investment decisions incorporate a mix of fundamental, technical, cyclical, and charting analysis, with continuous monitoring and formal reviews at least annually.

Compared with many peers, Safir operates as a small, two‑advisor team managing a relatively large asset base, implying a higher average account size and a focus on wealth‑management relationships. The team holds multiple advanced industry credentials and maintains an institutional custodial relationship that provides research and platform support — benefits the firm discloses and manages as a potential conflict of interest.

Client services

Financial planning Portfolio management

Expertise

Wealth management Cash flow / budgeting

Fee options

Fixed

Fixed fees ranging from $2,000 to $10,000 for financial planning services

Percentage

$0 - $2,500,000: 1.00% annually $2,500,001 - $5,000,000: 0.80% annually $5,000,001 - $10,000,000: 0.60% annually $10,000,001+: 0.40% annually

Project-based

$350 per hour for financial planning services

Subscriptions

Ongoing financial planning retainer fees ranging from $6,000 to $12,000 annually

Other

Fee-only: Wealth management fees based on tiered percentage of assets under management; Financial planning fees hourly ($350/hour), fixed ($2,000-$10,000), or ongoing retainer ($6,000-$12,000 annually)

Main office location

Safir Wealth Advisors, LLC

Greenland NH, United States

Number of offices

Most active in

Connecticut · Florida · Massachusetts · New Hampshire · New York

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website (603) 430-6001

Advisors at this firm

Edwin S

Series 63, Series 66

Greenland, NH

Safir Wealth Advisors, LLC

Edwin Safir is a financial advisor with Safir Wealth Advisors, LLC in Greenland, NH, holding Series 63 and Series 66 designations and bringing 53 years of industry experience. He worked at Coburn & Meredith, Inc. for 14 years before founding Safir Wealth Advisors in 2017. Safir Wealth Advisors is a fee-only, SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, and estates with discretionary portfolio management and comprehensive financial planning. The firm manages approximately $198 million across about 67 clients, focusing on diversified portfolios primarily composed of low-cost mutual funds and ETFs, with an investment approach that combines fundamental, technical, cyclical, and charting analysis.

Wealth management Cash flow / budgeting

Andrew S

CFP®, Series 66

Greenland, NH

Safir Wealth Advisors, LLC

Andrew Safir is a CFP® and holds a Series 66 license with 13 years of industry experience. He has been with Safir Wealth Advisors, LLC since 2017 and previously worked at Coburn & Meredith Inc from 2013 to 2017. Safir Wealth Advisors is a fee-only, SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, and estates with discretionary portfolio management and comprehensive financial planning. The firm manages approximately $198 million across about 67 clients, focusing on diversified portfolios primarily using low-cost mutual funds and ETFs, alongside selective individual securities.

Wealth management Cash flow / budgeting

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support