New York City-Based Financial Advisor

Do you have big dreams, but no financial plan to make them happen?

You’re not alone. Thinking Big Financial can help you achieve those dreams and more.

Most people think of financial planning as simply saving for the future and setting financial goals. But at Thinking Big Financial, money is bigger than what goes in and out of your bank account.

Thinking Big offers comprehensive financial planning and investment management services backed by years of Wall Street experience. When you work with Thinking Big Financial, you’ll:

Create a financial plan inspired by the life you envision.
Develop a healthier relationship with money.
Build a meaningful life through financial stability.
Set short and long term financial goals that adapt to your needs.

As a financial advisor in New York, I know how hard it is to plan in the midst of a busy schedule. When you work with me at Thinking Big Financial, you’ll get a dedicated partner in the financial planning process. I keep the process simple and transparent so you can take control of your financial future.

Ready to think big about your life? Let’s get started.

Financial Planning

Plan for the life you envision
Create an actionable plan
Protect your financial position
Optimize your current situation

Investment Management

Tailored to your individual goals
Control the “controllables”
Manage “bad” investment behaviors
Make your money grow over time

LGBTQ Specialty

Sensitive to your situation
Plan for different family structures
Ensure loved ones are protected
Know the financial impacts of marriage

A Financial Advisor You Can Trust

Jim Marrocco, CFP®, CFA

Working on Wall Street for ten years taught me a lot: discipline, an investment process, and understanding the market behaviors. But I left because I realized investing is just one piece of the puzzle. What really mattered to me was helping everyday people build meaningful lives.

I keep the financial planning process simple and transparent. When you have a solid financial plan, you’re using the money in your life with purpose. It all starts with a conversation. Let me help you take control of your financial future. While I am based in NYC, I work with clients in all states.

Learn My Story