Unless you feel like the most important client at the firm, you're with the wrong firm.

We'll never tell you what you want to hear. Unless it's what you need to hear.

We specialize in creating investment plans for people focused on retirement.


FCE Group is a leading Long Island, New York based independent, trusted, highly skilled, fee-based, client-focused wealth management, investment advisory and financial planning firm. Our reputation for integrity, informed creativity and disciplined execution has been built over thirty years.

Our firm has a selective client roster of wealthy individuals, many of whom are business owners and professionals. In addition, we serve trusts, not-for-profit institutions and foundations.

At FCE Group, our clients come first. We are proud of our history of maintaining client relationships over the long term and our ability to get to know our clients in depth. We are one of Long Island’s premier wealth managers.

Much of our growth has come from referrals from our supportive clientele – and for that we say a huge THANK YOU!


How do you determine whether you will have enough money to retire?

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Estate Planning

Have I created an effective estate plan?

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Financial Counseling

The value we add will be proportional to how much information you share.

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Investment Advisory

Your investment plan will be tailor-made to fit your unique needs.

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Independence. Transparency. Oversight.
© 2018 FCE Group

Long Island: 3 Dakota Drive, Suite 310, Lake Success, NY 11042 | Phone: (516) 487-8220 | Fax: 516-342-4321
Manhattan: 368 Lexington Avenue, 3rd Floor, New York, NY 10017 | Phone: (516) 487-8220
Florida: 4440 PGA Boulevard, Suite 600, Palm Beach Gardens, FL 33410 | Phone: (561) 472-0827