If you hire this pro, you’re covered by a money-back guarantee. Learn more
If you hire this pro, you’re covered by a money-back guarantee. Learn more
About
Hey, I’m Andy! 👋 I’m a CERTIFIED FINANCIAL PLANNER™ and the founder of Sylo Planning, a modern, independent wealth management firm based right here in Brooklyn.
Let's be real: you are likely crushing it in your career or business. But when it comes to the heavy lifting of wealth building, doing it all yourself can start to feel like a second full-time job.
That’s exactly where I come in. At Sylo Planning, we ditch the intimidating jargon and the old-school, stuffy suit mentality. My goal is to act as your financial co-pilot, helping you build a life you actually enjoy today while fiercely protecting your wealth for tomorrow.
My Core Expertise:
Tax-Efficient Planning: We build proactive strategies to ensure you keep more of what you earn, year after year.
Real Estate Investors: From optimizing cash flow on out-of-state rentals to navigating 1031 exchanges, I help you seamlessly integrate real estate into your broader financial picture.
Comprehensive Investment Management: We move beyond basic stock picking to build holistic, data-driven (a little bit of science) portfolios that actually align with your life goals and risk tolerance.
Zero judgment, 100% transparency, and highly collaborative. Whether we are untangling your tax strategy or just chatting about the best new restaurant spots in the city, my goal is for you to feel completely confident and in control of your money.
Overview
Hired 5 times
Serves Brooklyn, NY
Background checked
License verified
1 employee
2 years in business
Business hours
SunClosedMon10:00 am - 3:00 pm
Payment methods
This pro accepts payments via Credit card.
Services offered
Service type
Work location
I work remotely (phone or internet)
Projects and media
Projects and media
Reviews
Customers rated this pro highly for work quality, value, and professionalism.
Exceptional 5.0
7 reviews
5
100%
4
0%
3
0%
2
0%
1
0%
Your trust means everything to us. Learn about our review guidelines.
Read reviews that mention:
Ian p.
Feb 22, 2025
•
Hired on Thumbtack
Best person to work with had to idea how to start growing my money and what to do with my inheritance and Andy Handed it for me and I can’t thank him enough I would highly recommend him if he need help
Personal Financial Planning
Jack H.
Jul 25, 2024
I recently had the pleasure of working with Andy from Sylo Planning LLC, and I can confidently say that it was one of the best financial decisions I've ever made. Andy’s expertise as a Certified Financial Planner (CFP) is truly exceptional.
From the very beginning, Andy took the time to understand my unique financial situation and goals. His personalized approach made me feel valued and understood, and his in-depth knowledge of financial planning was evident in every conversation we had.
What impressed me the most was Andy’s ability to break down complex financial concepts into simple, understandable terms. He provided clear and actionable advice that has already had a positive impact on my financial well-being. His recommendations were always tailored to my specific needs, and I never felt like I was being pushed into a one-size-fits-all solution.
Andy’s professionalism and dedication to his clients are second to none. He was always available to answer my questions and provided timely updates on the progress of my financial plan. His attention to detail and commitment to excellence are truly commendable.
Thanks to Andy and Sylo Planning, I now have a solid financialplan in place and a clear path towards achieving my financial goals. I highly recommend Andy and Sylo Planning LLC to anyone seeking top-notch financialplanning services. They have exceeded my expectations in every way, and I am incredibly grateful for their support.
Darien T.
Jul 28, 2024
Andy was one of the most professional and friendliest financial advisors I’ve ever met. He made me feel comfortable describing my current financial situation and laid out a strategic and calculated financialplan for my retirement. I’ve learned more about tax planning and employer benefits than any other advisor I’ve ever spoken to. He is quite creative when it comes to investment allocations due to his knowledge of current market trends. I felt my financial goals were prioritized and for the value of his opinions, it’s worth the price. He is without a doubt someone I would highly recommend when it comes to saving for retirement.
Vivian C.
Jul 26, 2024
Andy has without a doubt been the most thoughtful and clear communicator with excellent product knowledge - has a way to explain complex concepts into things that are easier to digest. He is incredibly responsive and has helped me make big financial decisions with has impacted my life immensely. Incredibly thorough and makes sure all bases are covered. Thankful for his guidance.
Yara P.
Sep 2, 2024
I had the pleasure of working with Andy, and I found his approach to financialplanning both professional and effective. Rejecting a one-size-fits-all strategy, Andy ensured that every interaction was tailored to my unique needs. I enjoyed our quarterly meetings and his focus on helping me build a meaningful financial future reflected his dedication to delivering high-quality service. Working with Andy was an excellent experience.
Credentials
License
License type: Investment Adviser Firm
License state: NY
License verified on 7/22/2026
License
License type: Investment Adviser Representative
License state: NY
License verified on 7/22/2026
Background Check
Andy Liang
FAQs
What should the customer know about your pricing (e.g., discounts, fees)?
There are two pricing options to choose from.
1. Ongoing Investment Management (Financial Planning included): 0.88% on Assets under management. Ideal for investors that is currently saving each month and have over $150k in assets.
2. Hourly Project Based Planning. $500 initiation fee and $375/hour. Final Pricing to be disclosed prior to the engagement (based on complexity).
What is your typical process for working with a new customer?
1. Complimentary Introductory Meeting (understanding your needs, goals, and concerns regarding your finances). ~30 minutes
2. First Financial Planning meeting - Fact finding and information gathering. Discuss current situation, investment experience, risk appetite and expectations of relationship moving forward. ~60-90 minutes
3. Second Financial Planning meeting - Plan delivery. Delivering the financial plan along with my recommendations and Investment Proposals. ~60 minutes
4. Implementation Meeting - Implementing the plan with changes in investments based on proposal. Set ongoing quarterly meeting. ~30-60 minutes
What education and/or training do you have that relates to your work?
12 years experience working in Wealth Management.
Certified Financial Planner professional
