Fincadia Advisors

Fincadia Advisors is an independent wealth management and tax advisory firm operating across five East Coast offices that provides integrated financial solutions and fiduciary services to high-net-worth individuals. The organization operates as a dedicated fiduciary, generating revenue through advisory fees by delivering unified wealth-building strategies, comprehensive portfolio oversight, and advanced tax planning. Prior to its current corporate iteration, the financial firm managed approximately $2.5 billion in assets under management while maintaining a significant dedicated support staff. The group notably transitioned its broker-dealer and registered investment advisor businesses to Arete Wealth after officially ending an 18-year affiliation with National Securities Corp. The executive leadership team includes Managing Partner Joseph Gileno, who helps oversee the firm's broader strategic direction and daily client portfolio management operations. Fincadia Advisors was officially founded in 2022 by co-founders Joon Rhee and Donald Bianco.