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.
Jess Skolnick, CFA, CFP®
Owner + Financial Advisor
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.
Check out the story of why and how I founded Mindi on my blog.
Education:
BA, Economics, Dartmouth College
Experience:
Designations and Affiliations:
Chartered Financial Analyst (CFA)
CERTIFIED FINANCIAL PLANNER (CFP®)
NAPFA-Registered Financial Advisor
Why "Mindi"?
A lot of financial advisory firms are named after their founders, places of business or natural features, and a surprising amount are named after nautical terms. There aren't many named after grandmas, which is a shame.
Mindi is named after my late grandma. The original Mindi (Mindy actually) started over in her 50s, moving to a studio apartment by Grand Central and experiencing everything the city had to offer. As long as she was independent and could do what she wanted, she was happy. She believed in fairness and honesty, could be stubborn, had an opinion about everything, and didn't like being told what to do - an energy that would resonate with many of my clients. She had a huge impact on who I turned out to be and, by extension, the philosophy of this business.
Get in Touch
Ready to build financial resilience by working with a fee only fiduciary financial advisor? Send an email, fill out the form or book a no obligation intro call to learn more about how we can work together.
info@mindifinancial.com
+1 (845) 208-9835