BUILDING THE FOUNDATION OF YOUR FUTURE
We are an independent wealth management firm committed to delivering thoughtful guidance and tailored solutions that align with your values and goals.
ABOUT OSNOVA WEALTHSTRATEGY. STEWARDSHIP. GENERATIONAL IMPACT.
We help successful individuals and families create, protect, and grow their wealth with clarity and confidence.
Named after the Bulgarian word for “foundation”, Osnova Wealth was established with the belief that financial confidence is built upon a thoughtfully designed, stress-tested plan.
We help professionals, business owners, and families navigate life's biggest financial transitions with proactive, thorough, and insightful planning.
THOROUGHNESS
CLARITY
PROACTIVE GUIDANCE
INSIGHTFUL PARTNERSHIP
WHO WE SERVEBUILT FOR THOSE WHO BUILT SOMETHING
Whether you're a few years from stepping away from a demanding career, or exploring the sale of a business, you're facing life-changing decisions that require personalized planning tailored to your situation: withdrawal strategies, pension and equity timing, tax exposure, liquidity, legacy.
You need a partner who understands what you've built, not just the balance sheet. That's what you'll find at Osnova Wealth.
Retiring Executives
For legal, engineering, medical, and other professionals, whether self-employed or in a corporate environment: small business planning, deferred compensation, pension payout options, and the transition out of a demanding career.
Business Owners & Founders
For entrepreneurs turning decades of hard work and equity into a lasting, well-structured legacy: business exit and succession planning, navigating a sale or partial buyout, and converting illiquid business wealth into a plan built for the next chapter.
OUR SERVICESCOMPREHENSIVE WEALTH ADVISORY
We handle the intricate work, from tax and risk alignment to ongoing portfolio management, so you can spend more time on what matters to you - family, business and other priorities.
Customized investment portfolios designed to grow and protect your wealth.
Investment Management
Risk Management
Advanced planning to help you navigate life's uncertainties with confidence.
Family Wealth
Thoughtful guidance to help preserve and transition wealth for future generations.
Tax Planning
Forward-looking tax analysis to inform decision making well before tax day.
Financial Planning
Strategic financial planning aligned with your goals today and into the future.
Retirement Income
Building a withdrawal sequence that minimizes overall tax liability while protecting long-term assets.
WHY OSNOVATHE FOUNDATION BENEATH EVERY DECISION
We believe true financial freedom begins with structural health, so we build and stress-test your financial plan: your goals in the context of your cash flow, liquidity and risk tolerance, tested against different economic environments and personal scenarios.
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Like a foundational blueprint, a financial plan is detailed and stress-tested. Unlike a blueprint, however, it is highly dynamic and always evolving. We start by developing a thorough understanding of your current finances and goals to guide sound decisions today. As your circumstances change, we revisit the projections, test new scenarios, and adjust the plan, so today's decisions keep leading to better outcomes tomorrow.
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We limit our practice to 40 to 60 households for exceptional service and direct attention.
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Powered by Savvy Advisors for institutional-grade infrastructure, including tax planning, will and estate planning, and more, all without losing the direct relationship.
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Straightforward explanations, so you always understand the rationale behind the recommendations.
MEET YOUR ADVISORBOYAN
DOYTCHINOV
Founder & Wealth Advisor
Boyan brings over 15 years of experience in wealth management to Osnova Wealth. His professional background combines the detailed investment research focus of a portfolio manager with the strategic approach of a financial planner. He guides clients through complex financial decisions and life changes. With deep expertise in retirement income planning, Boyan coordinates clients’ tax planning, cash flow strategy, and estate plan, customizing every portfolio to match each client's unique circumstances and goals.
An active Stony Brook alumnus, Boyan recently took up teaching an evening undergraduate class for the College of Business. He is also involved in his community, supporting food distribution for local food banks.
Boyan holds a B.A. in Economics and an M.B.A. in Finance from Stony Brook University, and is a CFA® Charterholder and CFP® Professional. He lives in Port Washington, New York, with his wife, Lauren, their daughter, Sophie, and their Samoyed, Mecho.
LOCAL, PERSONAL, ACCESSIBLEROOTED IN LONG ISLAND, BUILT FOR YOUR LIFE
Based on Long Island, Osnova Wealth serves clients around the country with direct, personalized guidance every step of the way.
A STRONGER FOUNDATION STARTS HERELET’S BUILD YOUR FOUNDATION
Schedule a conversation with Osnova Wealth.