Business Details
Your Trusted Partner for Financial Advisory Services
Excomp Asset Management has been dedicated to providing independent financial advisory and asset management services for over three decades. Our firm specializes in retirement planning, investment management, estate planning, and tax services, tailored to meet the unique financial goals of individuals, trusts, and corporate retirement plans. We operate with a client-first philosophy, ensuring every portfolio aligns with the client's stated objectives for growth, income, risk, and liquidity. Our team of Certified Financial Planners and experienced professionals focuses on delivering personalized strategies without selling proprietary products or accepting commissions.Through rigorous analysis and a disciplined investment process, we aim to preserve capital while achieving competitive returns to offset inflation. We maintain transparency in all our services and provide quarterly customized reports to keep clients informed about their portfolio performance and strategic adjustments. Our commitment to continuous education and creative problem-solving ensures clients receive forward-thinking, risk-adjusted solutions. With offices in Melville, New York, we offer in-person consultations to help clients navigate their financial future with confidence.
Services
Retirement Planning
Investment Management
Estate Planning
Tax Services
Portfolio Management
Highlights and features
- We offer over three decades of experience in financial advisory services.
- Our team includes Certified Financial Planners with specialized expertise.
- We provide customized investment strategies without selling proprietary products.
- Our disciplined process balances risk and reward for long-term success.
- We deliver quarterly performance reports with personalized market insights.
Services
Retirement Planning
Our retirement planning service helps clients develop strategies for long-term financial security. We analyze spending habits, savings levels, and market projections to create personalized roadmaps. By balancing risk tolerance with growth objectives, we ensure portfolios support sustainable retirement lifestyles.
Investment Management
We offer customized investment strategies focused on diversification and risk control. Our disciplined approach combines research-driven decisions with systematic asset allocation. Quarterly performance reports and market analysis ensure portfolios remain aligned with clients' evolving financial goals.
Estate Planning
Our estate planning integrates tax-efficient strategies to preserve wealth for future generations. We collaborate with legal and tax professionals to create comprehensive plans. Services include trust management and legacy structuring tailored to individual family needs.
Tax Services
We provide strategic tax planning to minimize liabilities while maximizing investment growth. Our approach considers current regulations and future projections. Services include tax-efficient withdrawal strategies and coordination with external tax advisors.
Portfolio Management
Our portfolio management focuses on preserving capital through diversified, risk-adjusted strategies. We monitor market trends and adjust allocations to maintain optimal performance. Regular reviews ensure alignment with clients' financial objectives and risk tolerance levels.
People
Timothy Atkinson
CFP
Timothy Atkinson is a Certified Financial Planner with decades of experience in retirement strategy development. He specializes in creating customized investment plans that balance growth objectives with risk management for individual and institutional clients.
Brett Testerman
CFP, MSFS
Brett Testerman holds a Master of Science in Financial Services and is a Certified Financial Planner. He focuses on investment advisory services, utilizing systematic analysis to design portfolios that meet long-term financial goals while managing market volatility.
Susan Dell Italia
Susan Dell Italia contributes to client advisory services with expertise in financial planning and asset management. She works closely with clients to develop strategies that address retirement needs and ensure sustainable portfolio growth.
Questions
What services does Excomp Asset Management offer?
We provide retirement planning, investment management, estate planning, and tax services tailored to individual and institutional clients.
How does Excomp approach investment management?
We use a disciplined, research-driven process focused on diversification and risk-adjusted returns while maintaining regular portfolio monitoring.
Are there any minimum account requirements?
Contact us directly for specific eligibility criteria as requirements may vary based on service type and client profile.
How often do you communicate with clients?
We provide quarterly performance reports and schedule regular consultations to discuss portfolio adjustments and market updates.
Do you work with out-of-state clients?
While based in New York, we serve clients nationwide through virtual consultations and remote account management.
What makes Excomp different from other firms?
We operate as independent advisors without product sales incentives, focusing solely on personalized strategies aligned with client objectives.
