Achieving Financial Independence can Be as Daunting as Summiting a Mountain
Counsel Fiduciary’s sole mission is to help you safely, reasonably, plot the course of Financial Independence in a simple, concise, actionable and achievable way.
Let us embark on a journey.
That mountain is daunting; together we will summit and return safely to sea level, without the worry of running out of money before running out of time.
On Your Journey, we will help you safely, and reasonably, plot the course of your financial independence in a simple, concise, and actionable way.
Our Sherpas will helpto build steps towardsfinancial independence using their prior knowledge in risk and process management.
Outfitting is crucial forsummiting the mountain. Picking the proper climbing strategy is an important part of reaching the peak.
We are legally required to act in your bestinterest.
A fiduciary always act in the best interests of those who trust them, i.e. the trustee of a trust is considered a fiduciary. Fiduciaries can never put their own interests first.
Why is a fiduciary so important?
Fiduciaries are held to a high standard and must provide advice that is most beneficial to you. Asking advisors if they are fiduciaries is essential when seeking financial advice.
Leith serves as Chief Financial Planner for Counsel Fiduciary. Prior to joining Counsel Fiduciary in June 2006, Leith spent six years at Merrill Lynch providing planning and investment advice. Previously, she worked for twelve years as an independent financial planner and business consultant in New York City and Washington, D.C. Leith received bachelors and masters degrees from the University of Michigan where she focused on risk management, decision analysis, and applied economics. Leith holds memberships in the Financial Planning Association, the National Committee on Planned Giving, and MENSA. Her philanthropic work includes personal finance curriculum development for the NYC Board of Education.
Susan serves as Chief Investment Officer for Counsel Fiduciary. Prior to joining Counsel Fiduciary, Susan spent eighteen years serving as a process/quality control engineer to a number of manufacturing firms. Susan brings her experience with statistical quality control and process management to Counsel Fiduciary, providing clients with a level of both statistical and process due diligence rarely found in a wealth management firm. Susan graduated from the University of Michigan in 1987 with a bachelors inIndustrial and Operations Engineering. She supplemented that background with a masters in Statistics from Carnegie Mellon in 1990. Susan has been a Chartered Financial Analyst (CFA) since 2011, and a Certified Financial Planner (CFP) since 2018.
Susan Middleton, MS CFA CFP
575 Lexington Ave., 4th floorNew York, NY 10022
(855) 290-5087 (646) 308-1400 (917) 685-1104 (646) 514-2367