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Fun Financial:

We provide Fiduciary, Fee-Only, Financial Planning

and Investment Advice. 

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Located in Rhinebeck, New York, and serving clients in Kingston, Woodstock, Dutchess County, the Catskills, upstate New York, as well as nationally.

Legal Disclosures


Fun Financial LLC (“FF”) is a registered investment advisor offering advisory services in the State of New York and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training.

Fun Financial LLC, its owners, officers, directors, employees, subsidiaries, service providers, content providers, and any third-party affiliates do not offer the sale of securities or other investments.

The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information on this site should not be relied upon for purposes of transacting in securities or other investment vehicles.

The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Fun Financial LLC disclaims all warranties, express or implied, including, but not limited to: implied warranties of merchantability, non-infringement, and suitability for a particular purpose.

FF does not warrant that the information will be free from error. Your use of the information is at your sole risk. Under no circumstances shall FF be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if FF or a FF authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.