In a world where financial firms often prioritize numbers over people, Momentum Advisors stands out as a beacon of values-driven wealth management. Founded by veteran Wall Street executive Allan Boomer, Momentum Advisors has grown from a bold solo venture into a nationally respected firm with nearly $400 million in assets under management. Based in New York City, this trailblazing investment advisory firm is rewriting the rules of wealth management by blending financial expertise with an unwavering commitment to diversity, inclusion, and social responsibility.
A Vision Rooted in Experience
The foundation of Momentum Advisors is the rich professional journey of its founder, Allan Boomer. With more than three decades of experience at financial giants like Goldman Sachs and Merrill Lynch, Boomer brought to his own firm not just technical prowess, but a transformative vision. His goal: to create a financial advisory firm that prioritizes people, not just portfolios.
Under Boomer’s leadership, Momentum Advisors has embraced a philosophy that financial advice should be accessible, transparent, and tailored to the individual. This client-first mindset has helped the firm establish trust, build long-term relationships, and attract a diverse range of clients looking for advisors who understand both the markets and their unique financial stories.
Championing Diversity and Inclusion
At the heart of Momentum Advisors lies its firm commitment to diversity—not just as a buzzword, but as a business imperative. The firm’s team reflects a wide range of ethnic, cultural, and professional backgrounds, allowing for more empathetic, culturally relevant financial guidance. This intentional inclusivity enhances communication, fosters trust, and enables Momentum Advisors to serve clients from all walks of life with greater insight and care.
By hiring diverse talent and cultivating an inclusive workplace, Momentum Advisors is setting a new standard in an industry often criticized for its lack of representation. The firm proves that diversity drives not only innovation but also stronger, more relatable client relationships.
Investing with Purpose
In addition to traditional wealth-building strategies, Momentum Advisors is a leader in socially responsible investing (SRI). The firm integrates environmental, social, and governance (ESG) principles into its investment frameworks, aligning client portfolios with their personal values. Whether clients prioritize sustainability, corporate ethics, or social equity, Momentum Advisors helps them put their money where their heart is.
This impact-driven strategy isn’t just ethical—it’s also smart business. The growing demand for ESG-aligned investments has positioned Momentum Advisors at the forefront of one of the fastest-evolving sectors in finance, giving clients the opportunity to build wealth while making a positive difference in the world.
Growth Guided by Principle
What makes Momentum Advisors particularly exceptional is its ability to scale while staying true to its core mission. With three offices and a growing team of ten seasoned professionals, the firm continues to deliver personalized service, uphold its values, and maintain its community-focused identity. Every new hire, every new office, and every new client is brought into a culture where authenticity, accountability, and impact come first.
Recognition and Leadership
The achievements of Momentum Advisors have not gone unnoticed. The firm has garnered multiple awards recognizing its leadership in diversity, innovation, and socially responsible investing. These accolades are not just trophies—they’re affirmations of a business model that merges purpose with profit and consistently delivers value to both clients and communities.
A Future of Legacy and Leadership
Looking ahead, Momentum Advisors remains firmly focused on its mission: to build wealth for clients in a way that honors their values and strengthens the broader community. By leading with integrity and embracing innovation, Momentum Advisors continues to redefine wealth management—not simply as a way to grow assets, but as a tool for building lasting legacies.
