Jacob Gordon & Peter Gordon

NY

Financial Services

New York Financial OrganizersTrusted network check

Jacob Gordon & Peter Gordon

Trusted

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Vetted February 2026 · Verified Member

5.0

5+ reviews

About New York Financial Organizers

NYFO is a daily money management and fiduciary practice — helping families and trusted advisors organize finances, manage bills and benefits, and provide formal fiduciary services (POA, trustee work, guardianship/Article 81 representation, and VA fiduciary work).

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NYFO approaches daily money management as both a practical service and a position of trust, combining hands-on, social-work–oriented client care with rigorous financial controls and modern security practices to support people with complex, sensitive financial needs.

Their work is grounded in the belief that financial clarity reduces stress — not just for the individual, but for the entire family. They focus on bringing structure to day-to-day financial life so decisions can be made calmly and with accurate information.

As a father-and-son team, Jacob and Peter Gordon combine lived experience with generational perspective. Peter entered the field after helping his own mother navigate complex care and financial systems, and Jacob joined the firm after realizing the work aligned with his interest in supporting individuals through vulnerable transitions. Together, they prioritize steady guidance, transparency, and thoughtful communication with family members.

NYFO focuses first on stabilization: organizing records, ensuring bills are paid accurately, and creating visibility so families can move forward with confidence.

Licenses & Accreditation:

  • Certified Daily Money Managers (AADMM)

  • tendercare Trusted Network member

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Services

Long-term care budgeting

Retirement & investment planning

Social Security & pension guidance

Tax-efficient withdrawal strategies

Navigating insurance options (like long-term care insurance)

Preserving assets for future generations

Specialties

Daily Money Management

Bill Pay

Health Insurance Submission & Reconciliation

Personal Bookkeeping

Individual Fiduciary Capacities (Power of Attorney, Executor, Trustee, Guardian & Estate Administrator

Certified Senior Advisor (CSA)

Service Area

Costs

Hourly Rate

FAQs

We manage the day-to-day financial tasks that can overwhelm the people we help. As your Financial Organizer NYFO does not take the place of professionals in the accounting, investment, legal or social service fields. Our services complement the work of other professionals by facilitating the completion of the day-to-day tasks rather than determining long-term plans.

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