Jess Skolnick, CFA, CFP®
Fee-only financial advisor for individuals, families and solo entrepreneurs
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Serving Clients Nationwide
Fee-only financial advisor for individuals, families and solo entrepreneurs
Areas of Focus
- Business Owners
- Education Funding
- Estate Planning
- Insurance
- Investment Management
- Retirement Income Planning
- Student Loan Advising
- Tax-Efficient Planning
About Jess Skolnick, CFA, CFP®
Hi, I'm Jess Skolnick, Founder and Financial Advisor at Mindi Financial.After 20 years in financial services, and over a decade managing investments for financial advisors and their clients, I started Mindi Financial in 2026 to put everything I learned about investments and financial planning to work with my own clients.
I am originally from Brooklyn, NY and lived most of my life in the city until the pandemic shifted my priorities and changed my definition of success from earning more money to enjoying the outdoors, connecting with my community, and spending more time with my dogs. I became a full time remote worker and moved to a town in the Hudson Valley called Beacon where a lot of other people had the same idea.
I work with clients locally and nationwide who have also made the choice to prioritize their quality of life and who want their money to enable them to live their best life, whatever that looks like.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Chartered Financial Analyst (CFA)
Affiliations
-
CFA Institute
- Fee Only Network
- National Association of Personal Financial Advisors
- XY Planning Network
- Fee Only Network
Primary Location
Beacon, NY, 12508
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Mindi Financial
Mindi Financial is a fee-only, fiduciary financial planning firm based in Beacon, New York, serving individuals, families and solo entrepreneurs throughout the Hudson Valley and nationwide.My Philosophy
I work with clients - individuals, families, entrepreneurs and small business owners - who want to their finances to enable them live life on their own terms. I simplify complex financial decisions, manage risks and maximize the value of your assets so that your finances enable you to live your best life.
Financial independence should be accessible to everyone, so I work with clients at all stages of their journey. I became a fee-only fiduciary because I believe the best way to serve you is to align my compensation with your success and always put your best interests first.
Our Services
Finances can be complex and interdependent, so we look at the whole picture to identify risks and opportunities that professionals like attorneys or CPAs working in isolation might miss, coordinating with your entire financial team to help you reach your best outcome. Our work spans holistic financial planning and tax-optimized investment management.
This service is designed for people who want a long-term, collaborative relationship with a trusted advisor. Our AUM fee structure reflects our belief that the way to act in your best interests is to commit to an ongoing partnership. We do not offer one-time or hourly financial planning engagements.
Why Work With Us
As an independent, fee-only firm, we don't sell insurance, annuities or any other products, and no one at Mindi Financial is paid commissions or referral fees - we also don't accept sponsorship or entertainment from third parties. Our simple AUM-based fee means we only benefit financially from our recommendations if your assets grow as a result, and as an independent firm we have the freedom to customize your financial plan and investment management around how you want it.
Education
Dartmouth College, Bachelor of Arts - BA, Economics
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Gen Y / Millennials
- Individuals
- Intergenerational Families
- Living in Retirement
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