Creation, protection, & preservation of your wealth.
Trusted Guidance for Life’s Financial Milestones
Headquartered in New York City, Rosenberg Planning is a boutique financial planning firm committed to the creation, protection, and preservation of your wealth. Founded by Eli Rosenberg, CFP®, we take a deeply personal approach to wealth management — delivering comprehensive guidance across investments, retirement, estate planning, and risk mitigation. Whether you're building wealth, transitioning careers, or planning a legacy, we provide clarity in a complex world and help you move forward with confidence. Our advice is independent, tailored, and always in your best interest.
Contact Us
eli@rosenbergplanning.com
(347) 894-5466
Areas of Practice
Investment Management
We design customized investment strategies rooted in long-term thinking, risk alignment, and your personal goals — not market noise. Our portfolios are built to weather change and stay focused on what matters most to you.
Retirement Planning
Whether you’re decades away or nearing the finish line, we help you envision and plan for the retirement you want — with strategies that optimize income, reduce taxes, and safeguard your legacy.
Estate Planning
We collaborate with attorneys and other professionals to ensure your estate plan reflects your wishes, protects your loved ones, and evolves as your life changes.
Tax Efficiency
From tax-aware investing to withdrawal strategies and charitable giving, we take a proactive approach to help minimize your tax liability while aligning with your overall financial plan.
Risk Management
We help you prepare for the unexpected through thoughtful insurance analysis and planning, protecting both your assets and your peace of mind.
“Someone's sitting in the shade today because someone planted a tree a long time ago.”
– Warren Buffett
Get in Touch
Whether you’re planning for retirement, updating your estate strategy, or simply seeking a second opinion — we’re here to help. Reach out today to schedule a confidential conversation.