Sax Wealth Advisors, LLC
Bill Connor, CFA, CFP, serves as a Partner at Sax Wealth Advisors, LLC, starting in March 2024. Previously, Bill held the position of Partner and Managing Director at BakerAvenue Wealth Management from 2013 until March 2024. Bill Connor earned a Bachelor of Business Administration in Finance and Computer Information Systems from James Madison University between 1996 and 2000. Additional educational background includes attendance at HB Woodlawn and Georgetown University.
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Sax Wealth Advisors, LLC
Sax Wealth Advisors, LLC is an independent registered investment advisor offering financial services built on trust, integrity and meaningful client relationships. As a wholly owned subsidiary of Sax LLP, a leading accounting, tax and advisory firm in the New York tri-state area, we provide a wide range of strategies and services to help you reach your financial goals at every stage of life. Unlike large-sized investment firms, Sax Wealth Advisors offers personal attention from a dedicated team of advisors. At the same time, our depth of expertise and resources allows us to offer big company services driven by our clients' unique objectives and expectations. Our smaller size enables us to have a larger focus on your overall financial goals - not simply the performance of your portfolio.