https://www.momentum-advisors.com/our-team daily 0.75 2026-03-31 https://images.squarespace-cdn.com/content/v1/5e1deb8d5946910c387d6c41/1579111235998-0TVKCIY1TM78K471UH1L/achievement-agreement-black-and-white-997718.jpg OUR TEAM https://images.squarespace-cdn.com/content/v1/5e1deb8d5946910c387d6c41/1725477838497-FZHYSAKEMIQC1PRXK87A/Allan.jpg OUR TEAM - ALLAN BOOMER Partner & Chief Investment Officer https://www.momentum-advisors.com/home daily 1.0 2025-04-07 https://images.squarespace-cdn.com/content/v1/5e1deb8d5946910c387d6c41/1579108389408-A0BERQ2VNLLSG7D57UWQ/Momentum-small.png HOME https://images.squarespace-cdn.com/content/v1/5e1deb8d5946910c387d6c41/1579108419284-YY70T1EWNJWJZCUXF6YU/DiversityInBusiness_v2_header.jpg HOME https://images.squarespace-cdn.com/content/v1/5e1deb8d5946910c387d6c41/1741649645191-VLYO6W132IMEM2DZWEI0/unsplash-image-N__BnvQ_w18.jpg HOME https://images.squarespace-cdn.com/content/v1/5e1deb8d5946910c387d6c41/1579110127725-WQLV1GJQTVC8IA2CKJNY/HD_297_4_DIVERSITY_A_COMPETITIVE_EDGE_FOR_BUSINESS2.jpg HOME - OUR CLIENTS Momentum Advisors is a Financial Planning and Investment Advisory firm that is geared toward individuals and institutions which have achieved notable levels of success. We serve the financial needs of multi-generational families, entrepreneurs, athletes, board members, endowments, foundations, pensions, defined contribution plans, charitable organizations and individuals around the world. We believe that clients deserve the same excellence in their advisor that they have demonstrated in their own lives. They require an intensely personal approach that relies upon years of experience, attention to detail, and above all else, objectivity. https://www.momentum-advisors.com/individuals-1 daily 0.75 2020-05-05 https://images.squarespace-cdn.com/content/v1/5e1deb8d5946910c387d6c41/1579219896620-JNXVM6GU7XNU7P8276IC/iStock-1132055768.jpg INDIVIDUALS https://images.squarespace-cdn.com/content/v1/5e1deb8d5946910c387d6c41/1588677458299-RNDUOVBVMWEZTL4WBFML/89791970.jpg INDIVIDUALS - FINANCIAL PLANNING Thoughtful financial planning prioritizes all of your life and financial goals and ensures you reach each of them as cost-efficiently as possible. The key underpinning of financial planning is understanding. At Momentum Advisors, we go to great length to understand you. It’s more than just asking the right questions, it’s also from listening, watching and dreaming right alongside you. As financial planners, we must first understand your current financial and life picture. We must then endeavor to understand your financial psychology – how do you feel about money, investing and spending. Next we dive deeper into your goals for your life, your family, your community and your financial assets. We then find areas for improvement or opportunity – the changes that must be made to ensure success. The final step takes place over time – the implementation of your plan and the monitoring and re-assessment of your progress towards your goals. https://www.momentum-advisors.com/about-us daily 0.75 2024-11-11 https://images.squarespace-cdn.com/content/v1/5e1deb8d5946910c387d6c41/1579199024008-LMRCTN0GKI2UCT9FT7SS/colton-duke-608198-unsplash-e1547447427492.jpg ABOUT US https://images.squarespace-cdn.com/content/v1/5e1deb8d5946910c387d6c41/1731097674578-AIS5RV6V39P8LTBW1DFV/A-43.jpg ABOUT US - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e1deb8d5946910c387d6c41/1588679987715-EJZXTVQZVMRPH8D14S3Y/thinkstockphotos-476743286_10.jpg ABOUT US - SOCIAL RESPONSIBILITY Increasingly, clients are looking for ways to match their investments with their missions and values. Momentum Advisors specializes in helping individuals and institutions express themselves through their portfolios. For these clients, it is not just about the return they earn on their investments, but also the impact of these investments on the world. We find that adding a socially responsible lens to portfolio construction does not necessarily detract from returns. In fact, it can be a source of outperformance. https://images.squarespace-cdn.com/content/v1/5e1deb8d5946910c387d6c41/1588680610718-VDD1GTLH58AYIIWAQ9K7/RJA9G2.jpg ABOUT US https://www.momentum-advisors.com/alternatives daily 0.75 2020-05-18 https://images.squarespace-cdn.com/content/v1/5e1deb8d5946910c387d6c41/1579220369951-IWUQGFU87XGQLZHCQD93/photo-1520209268518-aec60b8bb5ca_ixlibrb-1.2.jpg ALTERNATIVES https://www.momentum-advisors.com/institutions daily 0.75 2024-02-19 https://images.squarespace-cdn.com/content/v1/5e1deb8d5946910c387d6c41/1579196813718-S7ISR69JBXD7N9NK4OBE/Stock-Image-9.jpg INSTITUTIONS https://images.squarespace-cdn.com/content/v1/5e1deb8d5946910c387d6c41/1579220511405-TEP6YK7LLZQV6JX1BGPZ/Cultivating-Women-Executives-Lip-Service-or-True-Commitment.jpg INSTITUTIONS https://images.squarespace-cdn.com/content/v1/5e1deb8d5946910c387d6c41/1579197382081-71NRQNDQHNX58PKGBLG8/the_role_of_college_and_university_endowments.jpg INSTITUTIONS - ENDOWMENTS & FOUNDATIONS Your role as a board member of an endowment or foundation is multifaceted. Your fiduciary responsibilities are to an infinite number of current and future beneficiaries. We understand the nuances unique to foundations: board processes, legal frameworks, committee dynamics and rigorous institutional controls. And we are flexible in responding to your governance norms in providing education, reporting and facilitation for your committees, board and staff. et us help you through our comprehensive suite of investment management services. https://www.momentum-advisors.com/news daily 0.75 2025-09-16 https://images.squarespace-cdn.com/content/v1/5e1deb8d5946910c387d6c41/50066262-611b-433f-847d-5c645d993f82/1200x1200bf-60.jpg NEWS & INSIGHTS The Momentum Advisors podcast airs weekly on most podcast platforms. The show centers on personal financial advice, entrepreneurship and wealth building for individuals and communities. https://www.momentum-advisors.com/contact daily 0.75 2025-11-05 https://images.squarespace-cdn.com/content/v1/5e1deb8d5946910c387d6c41/6a5d2bb1-2888-46c1-9da8-aeb88588fc42/1120-avenue-of-the-americas-new-york-photo-3-of-7-office-for-lease.jpg CONTACT https://images.squarespace-cdn.com/content/v1/5e1deb8d5946910c387d6c41/119f7752-e41c-4913-9ef5-3745d25eac6e/1120-Avenue-Americas-5-1920x750.jpg CONTACT https://www.momentum-advisors.com/esg daily 0.75 2020-01-17 https://www.momentum-advisors.com/moneymind daily 0.75 2021-06-22 https://images.squarespace-cdn.com/content/v1/5e1deb8d5946910c387d6c41/1624192579278-PC4JV2R1PUUR330JJMJM/museum_podcast.jpg MONEYMIND https://images.squarespace-cdn.com/content/v1/5e1deb8d5946910c387d6c41/1624191253518-E1OZIS0I5S2P3ZNOTBPS/Tablet_MoneyMind1.png MONEYMIND - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e1deb8d5946910c387d6c41/1624191402734-P1EKPHXH4AMMNJLXN38V/Tablet_MoneyMind3.png MONEYMIND - THE BIG PICTURE Once you’ve discovered your MoneyMind®, what’s next? Gaining clarity about your intentions and commitments is the first step to living the life you want. The very next—and most important—step is to implement a plan. Now that you have a clear understanding of who you are, it’s time to uncover what you want your money to achieve. This process entails creating a comprehensive plan that measures, tracks and updates as your life changes because goals change. Resources change. Markets change. Making sound financial decisions throughout your life journey is fundamental to living a great life. This may sound a bit overwhelming for you to do on your own. Working with a wealth management advisor gives you the power to navigate life’s ebbs and flows with a personalized roadmap and ongoing support. https://www.momentum-advisors.com/moderna daily 0.75 2022-04-28 https://images.squarespace-cdn.com/content/v1/5e1deb8d5946910c387d6c41/1641944177926-1MYBTD46OWZ52OH1UHZF/MODERNA-9.jpeg MODERNA https://images.squarespace-cdn.com/content/v1/5e1deb8d5946910c387d6c41/48473dd4-5610-459a-bb96-8bd310564268/360ac06a-3178-4278-8c03-212684f64f6c.jpg MODERNA https://images.squarespace-cdn.com/content/v1/5e1deb8d5946910c387d6c41/acd5993a-7ec9-41ca-80b1-1503dd660246/MA-12.jpg MODERNA - KYLE PITTS MANAGING DIRECTOR https://images.squarespace-cdn.com/content/v1/5e1deb8d5946910c387d6c41/6dfa0087-233a-4ca8-a4cf-2c91e6142528/MA-18.jpg MODERNA - ANDREA GRAY MANAGING DIRECTOR https://images.squarespace-cdn.com/content/v1/5e1deb8d5946910c387d6c41/e8a5f68e-e762-4228-ab2e-59fe8d865560/MA-7.jpg MODERNA - JULIA BIEN-AIME CLIENT ANALYST https://www.momentum-advisors.com/retreat daily 0.75 2022-04-21 https://images.squarespace-cdn.com/content/v1/5e1deb8d5946910c387d6c41/1649721684290-KIRVGUKZC163WKXZ833V/chdvundmumjptkgz41am.jpeg RETREAT https://images.squarespace-cdn.com/content/v1/5e1deb8d5946910c387d6c41/1649721527202-SILPZCUIB1Z9BAALONQ1/suknsblbuemrd3fz2cjy.jpg RETREAT - HOTEL https://images.squarespace-cdn.com/content/v1/5e1deb8d5946910c387d6c41/1649727450146-YE4E6SQS8NY4GDNVUG0I/istockphoto-1093914934-612x612.jpeg RETREAT - PHOTOS https://images.squarespace-cdn.com/content/v1/5e1deb8d5946910c387d6c41/bbf18a19-c8d5-499c-98b4-55c7f389ac8c/3MIZE6JVDVEDNOBISN6QTRMNQQ.jpg RETREAT - NEW JERSEY TEAM EWR - FLL | JET BLUE FLIGHT 0205 CONFIRMATION: LOBVLQ DEPART: 7:58AM ARRIVAL: 11:06AM ALLAN | ANDREA | ELANNE | KYLE | SYLVIA | TIFFANY | TYLER https://images.squarespace-cdn.com/content/v1/5e1deb8d5946910c387d6c41/c8f12571-6e3d-4a0c-ad62-33388950909b/MG_1_1_New_York_City-1.jpg RETREAT - NEW YORK TEAM JFK - FLL | JET BLUE FLIGHT 2201 CONFIRMATION: IOKZMU DEPART: 8:00AM ARRIVAL: 11:05AM JASON | JULIA | PANDU | WILL https://images.squarespace-cdn.com/content/v1/5e1deb8d5946910c387d6c41/77c884b9-8bb1-492f-b0ac-0120e8edfd5c/joliet-anglers-final-6311-2d1f4e99.jpeg RETREAT - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e1deb8d5946910c387d6c41/dff15882-693b-4786-9b4a-a3dda1806740/ang-ot-001-d4303705.jpeg RETREAT - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e1deb8d5946910c387d6c41/bbf18a19-c8d5-499c-98b4-55c7f389ac8c/3MIZE6JVDVEDNOBISN6QTRMNQQ.jpg RETREAT - NEW JERSEY TEAM MIA - EWR | AMERICAN AIRLINES 4062 CONFIRMATION: UPMLQD DEPART: 1:50PM ARRIVAL: 4:59PM ALLAN | ANDREA | ELANNE | KYLE | SYLVIA | TIFFANY | TYLER https://images.squarespace-cdn.com/content/v1/5e1deb8d5946910c387d6c41/c8f12571-6e3d-4a0c-ad62-33388950909b/MG_1_1_New_York_City-1.jpg RETREAT - NEW YORK TEAM MIA - JFK | JET BLUE FLIGHT 2225 CONFIRMATION: CTBYGN DEPART: 1:50PM ARRIVAL: 4:59PM JASON | JULIA | PANDU | WILL https://www.momentum-advisors.com/momentum-advisors-blog daily 0.75 2025-04-02 https://www.momentum-advisors.com/momentum-advisors-blog/announcing-the-momentum-advisors-scholarship-for-finance-students-to-support-future-leaders-in-wealth-management monthly 0.5 2025-04-07 https://www.momentum-advisors.com/momentum-advisors-blog/why-is-everyone-freaking-out-but-us monthly 0.5 2025-03-31 https://images.squarespace-cdn.com/content/v1/5e1deb8d5946910c387d6c41/3a8fae46-13a2-4271-8126-940fe031aa27/Bull.PNG BLOG - Why Is Everyone Freaking Out (But Us)? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e1deb8d5946910c387d6c41/fe86d0d4-fb3f-488e-a7c3-469c07fc6691/Rising+Stock.PNG BLOG - Why Is Everyone Freaking Out (But Us)? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e1deb8d5946910c387d6c41/4e3571a9-14dd-4764-bedd-211b26e45b75/image_2025-03-27_105423162.png BLOG - Why Is Everyone Freaking Out (But Us)? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.momentum-advisors.com/momentum-advisors-blog/welcome-baron-hilliard monthly 0.5 2025-03-13 https://images.squarespace-cdn.com/content/v1/5e1deb8d5946910c387d6c41/407c090c-a600-4948-a884-3a01c85a3057/Baron+Hilliard.jpg BLOG - Welcome: Baron Hilliard - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.momentum-advisors.com/momentum-advisors-blog/market-outlook-whats-ahead-for-investors monthly 0.5 2025-03-11 https://images.squarespace-cdn.com/content/v1/5e1deb8d5946910c387d6c41/03924222-eba4-4c6c-90c7-8e4023da4eaa/BuckleUp+1+Image.jpg BLOG - Buckle Up: Financial Market Update - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e1deb8d5946910c387d6c41/345e4c5e-70a2-44d9-9c8c-cbe6dcf58679/Buckle+Up+2+Image.jpg BLOG - Buckle Up: Financial Market Update - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e1deb8d5946910c387d6c41/c86db9fa-fbdc-43db-9239-4b24b01f2f7b/Buckle+Up+3+Image.jpg BLOG - Buckle Up: Financial Market Update - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e1deb8d5946910c387d6c41/138f5df1-8ff7-40af-b45c-689233ceae49/Buckle+Up+4+Image.jpg BLOG - Buckle Up: Financial Market Update - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e1deb8d5946910c387d6c41/fb6a0261-dbe5-416b-a624-3edd854f036f/Buckle+Up+6+Image.jpg BLOG - Buckle Up: Financial Market Update - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.momentum-advisors.com/momentum-advisors-blog/category/SEC monthly 0.5 https://www.momentum-advisors.com/momentum-advisors-blog/category/Financial+Advisors monthly 0.5 https://www.momentum-advisors.com/momentum-advisors-blog/category/Investments monthly 0.5 https://www.momentum-advisors.com/momentum-advisors-blog/category/Finance monthly 0.5 https://www.momentum-advisors.com/momentum-advisors-blog/category/RIA monthly 0.5 https://www.momentum-advisors.com/momentum-advisors-blog/category/Scholarship monthly 0.5 https://www.momentum-advisors.com/momentum-advisors-blog/tag/Fiduciary monthly 0.5 https://www.momentum-advisors.com/momentum-advisors-blog/tag/Registered+Investment+Advisor monthly 0.5 https://www.momentum-advisors.com/momentum-advisors-blog/tag/Stocks monthly 0.5 https://www.momentum-advisors.com/momentum-advisors-blog/tag/Momentum+Advisors monthly 0.5 https://www.momentum-advisors.com/momentum-advisors-blog/tag/Finance monthly 0.5 https://www.momentum-advisors.com/momentum-advisors-blog/tag/RIA monthly 0.5 https://www.momentum-advisors.com/momentum-advisors-blog/tag/SEC monthly 0.5 https://www.momentum-advisors.com/momentum-advisors-blog/tag/Securities+and+Exchange+Commission monthly 0.5 https://www.momentum-advisors.com/momentum-advisors-blog/tag/Financial+Advisors monthly 0.5 https://www.momentum-advisors.com/momentum-advisors-blog/tag/Wall+Street monthly 0.5 https://www.momentum-advisors.com/momentum-advisors-blog/tag/Investments monthly 0.5 https://www.momentum-advisors.com/momentum-advisors-blog/tag/Scholarship monthly 0.5 https://www.momentum-advisors.com/momentum-advisors-blog/tag/Baron+Hilliard monthly 0.5 https://www.momentum-advisors.com/financial-planning-spread daily 0.75 2020-01-16 https://images.squarespace-cdn.com/content/v1/5e1deb8d5946910c387d6c41/1579218446747-0GWHUE4CFSV935W54RER/image-asset.jpeg FINANCIAL PLANNING SPREAD https://images.squarespace-cdn.com/content/v1/5e1deb8d5946910c387d6c41/1579218469664-JBLI6YQ17T9ZLHJA5D09/fp-1017%2B2.jpg FINANCIAL PLANNING SPREAD https://images.squarespace-cdn.com/content/v1/5e1deb8d5946910c387d6c41/1579218436206-YMJVGJHJVZ6V3CQ72GYN/fp-1017%2B4.jpg FINANCIAL PLANNING SPREAD https://images.squarespace-cdn.com/content/v1/5e1deb8d5946910c387d6c41/1579218505516-014NFSYNYWWD58YGQWSS/fp-1017%2B9.jpg FINANCIAL PLANNING SPREAD https://images.squarespace-cdn.com/content/v1/5e1deb8d5946910c387d6c41/1579218522245-XY5NPSRMZ5TMMYR2DYHT/fp-1017%2B5.jpg FINANCIAL PLANNING SPREAD https://images.squarespace-cdn.com/content/v1/5e1deb8d5946910c387d6c41/1579218540367-MO57LOT0T5TU2964HAMC/fp-1017%2B6.jpg FINANCIAL PLANNING SPREAD https://images.squarespace-cdn.com/content/v1/5e1deb8d5946910c387d6c41/1579218565033-HHE6R3Y1TNRMRHYWLFQK/fp-1017%2B7.jpg FINANCIAL PLANNING SPREAD https://images.squarespace-cdn.com/content/v1/5e1deb8d5946910c387d6c41/1579218606247-TXF9H45GJTJIJYAEP2AI/fp-1017%2B8.jpg FINANCIAL PLANNING SPREAD https://www.momentum-advisors.com/allan-boomer daily 0.75 2026-03-30 https://images.squarespace-cdn.com/content/v1/5e1deb8d5946910c387d6c41/7d4193bb-7098-4bfd-9e30-29530f8c2b7f/Allan+%289%29.jpg ALLAN BOOMER https://www.momentum-advisors.com/william-platt daily 0.75 2026-03-30 https://images.squarespace-cdn.com/content/v1/5e1deb8d5946910c387d6c41/c05abb20-1c60-4a0f-90c6-ef66f2d12ce5/Will+%284%29.jpg WILLIAM PLATT https://www.momentum-advisors.com/kyle-pitts daily 0.75 2026-03-30 https://images.squarespace-cdn.com/content/v1/5e1deb8d5946910c387d6c41/a9b795c1-acc8-4176-a5ad-e96930d909c8/Kyle+%284%29.jpg KYLE PITTS https://www.momentum-advisors.com/website-disclosure daily 0.75 2020-01-17 https://www.momentum-advisors.com/social-media-disclosure daily 0.75 2020-05-05 https://www.momentum-advisors.com/black-lives-matter daily 0.75 2020-06-11 https://images.squarespace-cdn.com/content/v1/5e1deb8d5946910c387d6c41/1591845397802-BYTDX40LIXUZBWED0EMN/washington-dc-black-lives-matter-plaza-getty-20088054-1280x0.jpg BLACK LIVES MATTER - TO OUR MOMENTUM COMMUNITY The news of the senseless murders of Ahmaud Arbery, Breonna Taylor and most recently George Floyd, have been deeply and utterly disturbing. The longstanding violence against unarmed citizens of this nation has a familiar and painful stench. We at Momentum Advisors and Momentum Risk Management believe it is necessary to invest in the power and voice of our team, and so we took time to discuss these matters thoughtfully, to grieve, to pause and to reflect. As the nation and world grapples in protest, the uncertainty of the current times, highlights unsolved issues and a violent racial history, a persistently painful wound we know too well. https://images.squarespace-cdn.com/content/v1/5e1deb8d5946910c387d6c41/1591845498410-KO36F8W1Z23FQ0NP60Y5/blmdc1.jpg BLACK LIVES MATTER Some believe conversations about race have no place in the workplace. However, as a minority owned firm focused on planning, investments and asset and risk management we understand that implicit bias, discrimination and racism have often been laying in plain sight at the core of our financial systems and have played a key role in the creation and legacy of the wealth in this country, and our firms refuse to separate our professionalism from our humanity. To deny the very complex history of our nation and its institutions prevents the necessary work to reimagine a more prudent public safety system and stalls society’s ability to mend and begin the restorative practice of healing. As such, we proclaim that Momentum Advisors and Momentum Risk Management condemn racism and discrimination in all forms- including the systemic oppression and prejudice against people of color. We support peaceful protest in pursuit of the recognition that black lives matter. We recognize that our firm is well positioned to advocate change. We stand with and amplify the voices of the protesters and vow to use our collective power for good. We support a number of organizations from civil rights organizations to community sports teams. We lead financial literacy classes for disadvantaged communities, churches and schools. We are intentional that the people we hire reflect the world we live in. When they meet our screening criteria, we prioritize diverse owned funds, and pay attention to ethical practices of companies because that affects returns and is the right thing to do. We are proud to align our clients investments with their values, but as a firm, we can and will do more. https://www.momentum-advisors.com/andrea-gray daily 0.75 2026-03-30 https://images.squarespace-cdn.com/content/v1/5e1deb8d5946910c387d6c41/2ff2c0f2-0a91-4215-abee-6eb0c5b85336/Andrea+%286%29.jpg ANDREA GRAY https://www.momentum-advisors.com/tyler-holley daily 0.75 2026-03-30 https://images.squarespace-cdn.com/content/v1/5e1deb8d5946910c387d6c41/62e49292-b586-4718-8b16-0eb34e5f7cd4/Tyler+%287%29.jpg TYLER HOLLEY https://www.momentum-advisors.com/jason-mahabirsingh daily 0.75 2026-03-30 https://images.squarespace-cdn.com/content/v1/5e1deb8d5946910c387d6c41/a7b90a4e-4905-4813-993e-c63d520f90cf/Jason+%285%29.jpg JASON MAHABIRSINGH