💼 Why Attitude Financial Advisors Is One of Long Island’s Smartest Wealth Management Firms

In today’s unpredictable economy, managing your money isn’t just about spreadsheets and stock picks—it’s about understanding your mindset. That’s the core belief driving Attitude Financial Advisors, a boutique financial planning firm based in Plainview, NY.

Founded by Certified Financial Planners™ Bryan and Jeffrey Trugman, Attitude Financial has built a reputation for delivering personalized, emotionally intelligent financial advice to individuals and families across Long Island.

💡 “Your Financial Success Begins With a Winning Attitude”

This isn’t just a catchy tagline—it’s a transformational philosophy.

At Attitude Financial Advisors, they understand that emotions fuel your financial decisions. Rather than suppressing that reality, they embrace it. Their signature approach integrates behavioral finance—which means they help clients recognize how feelings, habits, and psychology influence money choices, then use that insight to build a financial plan that actually works.

Whether you're:

• Navigating retirement

• Starting to invest

• Rebuilding after a life change

• Or simply trying to make smarter decisions with your income...

The team’s mission is to align your personal values with practical, long-term strategies that deliver real results.

🛠️ What They Offer

Attitude Financial isn’t a product-pushing shop. It’s a process-driven wealth advisory firm that offers:

✅ Comprehensive Financial Planning

From budgeting and cash flow to estate planning and legacy giving—it's a full-picture approach designed to bring clarity and confidence.

✅ Investment Management

Strategies designed around your risk tolerance, life goals, and evolving circumstances.

✅ Behavior-Based Coaching

They don’t just tell you what to do—they teach you why it matters. This guidance empowers better habits and more thoughtful decision-making.

✅ Goal Tracking with Real-Time Tools

Through their online dashboard, clients can view their financial picture and progress anytime, anywhere.

What Clients Are Saying

“Bryan is genuinely caring and confident in his advice. We feel very secure about retiring with Attitude Financial by our side. Highly recommend.”

“I have a solid investment and savings strategy thanks to Bryan and Alex. I've recommended them to several friends already.”

Clients consistently highlight trust, transparency, and teamwork as core strengths of the firm. It’s not just about financial results—it’s about peace of mind and long-term partnerships.

👨‍👨‍👦 A Family-Centric, Multi-Generational Firm

Attitude Financial is run by father-and-son team Jeffrey and Bryan Trugman, who together bring generational insight and deep market knowledge to their clients. This dynamic ensures that every plan is both forward-looking and grounded in real-world financial wisdom.

Their team includes advisors like Alex, known for providing realistic, fair, and easy-to-understand advice that resonates with a broad client base.

🧠 Final Take: It’s Not Just Money. It’s Mindset.

In a world flooded with financial products, platforms, and hype, Attitude Financial Advisors stands out by focusing on what really drives success—you. Your behavior, your goals, your journey.

If you're ready to stop reacting and start intentionally designing your financial future, it’s time to bring some Attitude to your strategy.