https://www.aristaadv.com/blog daily 0.75 2022-05-12 https://www.aristaadv.com/blog/spring-2022-newsletter monthly 0.5 2022-05-12 https://images.squarespace-cdn.com/content/v1/5f0b5c8c2bcd12766f5aeac8/0c9b5962-df05-40d9-ba43-218b8e012ee3/rylee-p-J9gQBTDl-7U-unsplash+%281%29.jpg Blog - Spring 2022 Newsletter - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.aristaadv.com/blog/modern-market-dynamics monthly 0.5 2022-05-02 https://images.squarespace-cdn.com/content/v1/5f0b5c8c2bcd12766f5aeac8/1dc32ee1-ada8-4fd3-90cb-d39ec2881bbf/ibrahim-boran-bnW9O5ZOys4-unsplash.jpg Blog - Modern Market Dynamics - Make it stand out Image by Ibrahim Boran https://www.aristaadv.com/blog/winter-2022-newsletter monthly 0.5 2022-01-14 https://images.squarespace-cdn.com/content/v1/5f0b5c8c2bcd12766f5aeac8/efe31283-e390-41d5-90c0-50cad958ca7a/aaron-burden-_yHzAsVjstU-unsplash.jpg Blog - Winter 2022 Newsletter - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.aristaadv.com/blog/healing-growing-unfolding monthly 0.5 2021-04-01 https://www.aristaadv.com/blog/embarking-upon-a-new-year monthly 0.5 2021-04-01 https://images.squarespace-cdn.com/content/v1/5f0b5c8c2bcd12766f5aeac8/1611354218942-G1IKY36TR651CDFFC14B/heidi-fin-M2Kxb80gqcc-unsplash.jpg Blog - Embarking Upon a New Year Image by Heidi Fin https://www.aristaadv.com/blog/ek7fjqoyia3g1nb03uj08eyzs1hya2 monthly 0.5 2021-04-01 https://images.squarespace-cdn.com/content/v1/5f0b5c8c2bcd12766f5aeac8/1596644304357-TQL2CTWWAAPMQOGN6AZP/birmingham-museums-trust-4dUbIup7dUY-unsplash.jpg Blog - Stewarding Your Financial Resources, Together! Tulip and Willow, 1875 By William Morris, from Birmingham Museums Trust https://www.aristaadv.com/blog/whats-the-good-news monthly 0.5 2020-07-24 https://images.squarespace-cdn.com/content/v1/5f0b5c8c2bcd12766f5aeac8/1595631029007-XA2EUVQCJGHFHRAIR7L1/united-nations-covid-19-response-IKyhoO8giSA-unsplash.jpg Blog - So, What’s the Good News? Image by Daniel Barreto for United Nations Global Call Out To Creatives https://www.aristaadv.com/blog/in-this-together monthly 0.5 2020-07-24 https://images.squarespace-cdn.com/content/v1/5f0b5c8c2bcd12766f5aeac8/1595631997229-2R8L7L2NS4DUEVR83TUG/united-nations-covid-19-response-Swob1SdFmJU-unsplash.jpg Blog - We Are All in This Together Image by Fernando Cobelo for United Nations Global Call Out To Creatives https://www.aristaadv.com/blog/this-too-shall-pass monthly 0.5 2020-07-24 https://images.squarespace-cdn.com/content/v1/5f0b5c8c2bcd12766f5aeac8/1595632241982-ZT1J742NYCUTWZ5TMAID/united-nations-covid-19-response-vVCH3mmWFw8-unsplash.jpg Blog - This Too Shall Pass Image by Heads Up (Madwell) for United Nations Global Call Out To Creatives https://www.aristaadv.com/blog/we-are-people-of-courage monthly 0.5 2020-07-25 https://images.squarespace-cdn.com/content/v1/5f0b5c8c2bcd12766f5aeac8/1595632830999-OMI08NXPO5Z7TTRAL63H/julian-wan-DWaC44FUV5o-unsplash.jpg Blog - We Are All People of Courage https://www.aristaadv.com/blog/whatever-is-is-always-changing monthly 0.5 2020-07-25 https://images.squarespace-cdn.com/content/v1/5f0b5c8c2bcd12766f5aeac8/1595634761264-B6Q3SAC5W53X2N817A9Y/sandra-seitamaa-a7e71c0jSgQ-unsplash.jpg Blog - Whatever “Is” Is Always Changing https://www.aristaadv.com/blog/blog-post-title-three-wt8cw-5t268 monthly 0.5 2020-07-24 https://images.squarespace-cdn.com/content/v1/5f0b5c8c2bcd12766f5aeac8/1595632696501-7K4KBVPIIDEANG2WFN73/jeremy-bishop-qH7cYCMF10M-unsplash.jpg Blog - Happy New Year! https://www.aristaadv.com/blog/one-humanity-one-planet monthly 0.5 2020-07-24 https://images.squarespace-cdn.com/content/v1/5f0b5c8c2bcd12766f5aeac8/1595633877242-HMHCQNSISIFD8LC3LHPT/shane-rounce-DNkoNXQti3c-unsplash.jpg Blog - We Are One Humanity & One Planet https://www.aristaadv.com/blog/new-years-greetings monthly 0.5 2020-07-24 https://images.squarespace-cdn.com/content/v1/5f0b5c8c2bcd12766f5aeac8/1595634056846-83C1T76LXXLMNR5XY3SG/yuiizaa-september-zqIBXH_AiAY-unsplash.jpg Blog - New Years Greetings https://www.aristaadv.com/blog/season-of-light monthly 0.5 2020-07-24 https://images.squarespace-cdn.com/content/v1/5f0b5c8c2bcd12766f5aeac8/1595634337646-OR1DYXWLI029LWASVFPN/moodywalk-CrGLasofdQY-unsplash.jpg Blog - Wishing You a Wonderful Season of Light https://www.aristaadv.com/blog/seeds-for-the-future monthly 0.5 2020-07-25 https://images.squarespace-cdn.com/content/v1/5f0b5c8c2bcd12766f5aeac8/1595635303339-HNJ3ZVZ0A9L3O7ANFTH1/united-nations-covid-19-response-g4z85Zc-ZqI-unsplash+%281%29.jpg Blog - Seeds for the Future Image by Adam Niklewicz https://www.aristaadv.com/blog/growth-against-resistance monthly 0.5 2020-07-25 https://images.squarespace-cdn.com/content/v1/5f0b5c8c2bcd12766f5aeac8/1595635785259-0OJNSOH3CXHRVIC4H374/krzysztof-niewolny-sOknkfWqzvM-unsplash.jpg Blog - Growth Against Resistance https://www.aristaadv.com/blog/whats-missing monthly 0.5 2020-07-25 https://images.squarespace-cdn.com/content/v1/5f0b5c8c2bcd12766f5aeac8/1595636047708-J48FIEUVW4R739LWVDYT/markus-spiske-5gGcn2PRrtc-unsplash.jpg Blog - What’s Missing? https://www.aristaadv.com/connect daily 0.75 2026-03-22 https://www.aristaadv.com/home daily 1.0 2025-11-26 https://images.squarespace-cdn.com/content/v1/5f0b5c8c2bcd12766f5aeac8/1594582144832-G73GDLXNBT4ZHBM6MS2H/jay-castor-7AcMUSYRZpU-unsplash+%281%29.jpg Home https://images.squarespace-cdn.com/content/v1/5f0b5c8c2bcd12766f5aeac8/1594582194863-9VHCILLS35XOV4LGRTMD/nick-cooper-_1UF_3TlKcQ-unsplash.jpg Home https://images.squarespace-cdn.com/content/v1/5f0b5c8c2bcd12766f5aeac8/1595542579043-BGD47S3PDCJ2DS9W1R1L/lifestyle_zen__1021_-8353-800-600-70-rd-255-255-255.jpg Home https://images.squarespace-cdn.com/content/v1/5f0b5c8c2bcd12766f5aeac8/e2d1c053-fb3e-42b4-b037-a086bf636cf5/1.png Home https://images.squarespace-cdn.com/content/v1/5f0b5c8c2bcd12766f5aeac8/60874b17-dbb6-4b60-bb32-dd506de6aeff/2.png Home https://images.squarespace-cdn.com/content/v1/5f0b5c8c2bcd12766f5aeac8/66bece02-6bee-4606-ab1b-591914227c10/3.png Home https://images.squarespace-cdn.com/content/v1/5f0b5c8c2bcd12766f5aeac8/88b3889f-3a8a-4f06-ae2f-ea3499bb63e5/4.png Home https://www.aristaadv.com/our-team daily 0.75 2025-12-03 https://images.squarespace-cdn.com/content/v1/5f0b5c8c2bcd12766f5aeac8/1607302731097-DDHB2YJ4OIOUDDQW2IJV/Jerry+006.JPG Our Team - Jerry M. Schwartz Founder, Managing Partner, and Chief Compliance Officer jerry@aristaadv.com | 808.531.5665 A native New Yorker, Jerry earned a Bachelor of Arts degree in philosophy from Stony Brook University and a Masters of Arts degree in comparative East-West philosophy from the University of Hawaii at Manoa. In addition to post-MA graduate work, he was the recipient of a National Defense Foreign Language Fellowship in Sanskrit, was the assistant to the editor of the University of Hawaii’s journal, Philosophy East and West, and participated in the East-West Philosopher’s Conference on Wang Yang-Ming, held at the University of Hawaii. Jerry began his career in financial planning in 1977 when he became an FINRA Registered Representative with Merrill Lynch in Honolulu. In 1984, he left Merrill Lynch to open a private financial planning and investment advisory practice. Jerry is a member of the Financial Planning Association. He is past president, past chairman and past trustee of the Board of the Capital District Society of the Financial Planning Association (FPA) in Albany, NY, and is a member of the Financial Planning Association of Hawaii and the Hawaii Estate Planning Council. Jerry has been featured on radio in the Albany area, and on CNBC and KHET Hawaii Public Television. He has taught individual tutorials in business ethics and philosophy through Empire State College SUNY, financial planning and investment courses in the non-credit division of Columbia-Greene Community College, addressed the New York State Bar Association, Elder Law Section, and spoke on financial planning for the aging and was a panel participant at the 2005 White House Mini-Conference on Aging in New York City. He currently presents the “Planning for Retirement” segments of “Take Charge of Your Money” presented through the University of Hawaii on Olelo, Hawaii public access TV. He also presents programs and talks on spirituality addressing the issue of applying the purposes of our lives to the money in our lives. Jerry was founding board president of Green County Common Ground, a nonprofit alternative dispute resolution and mediation service. For more than 30 years (1989-2022) he was the treasurer and investment manager of the Foundation for World Education (FWE), supporting the work of Integral Yoga Community in the U.S. and Auroville, India. Since the early 1990’s he has been a volunteer friend of the Camphill Movement in North America, which consists of 15 sustainable communities, for youth, adults and the retired/elderly with developmental differences. Jerry has been a board member and co-chair of the investment committee of the Camphill Foundation since 1995. In addition, he has managed the endowment from 2001 to the present. Jerry serves as a founding and current board member of Lokelani ‘Ohana, a Camphill-inspired community on the island of Maui, Hawaii. From 2009 until its conclusion in 2021, he was investment advisor to the Triskeles Foundation, which created donor advised funds supporting progressive social initiatives and philanthropy. In addition, he manages several other philanthropic endowments. https://images.squarespace-cdn.com/content/v1/5f0b5c8c2bcd12766f5aeac8/1607302689062-GBWPJL4G27GDKK25LZ1F/2020-11-29+Kim+-+Web+Photo.jpg Our Team - Kimberly M. Mullin, FPQP® Partner, Office and Administrative Manager kim@aristaadv.com | 518.464.0319 Specialities: Client Services, Business Financial Director, and Technology Coordinator Kim graduated from SUNY Empire State College with a Bachelor of Science degree in business, management and economics with a concentration in finance and earned her Associate of Arts degree in business finance from University of Phoenix. She completed the Foundations in Financial Planning program through the College of Financial Planning, and has earned a Financial Paraplanner Qualified Professional™ designation. She is also an active member of the Financial Planning Association of Northeastern New York. Kim began her career in finance in 2000 at Trustco Bank, where she led a full-service team as a branch manager for over six years. Her ability to resolve her client’s financial needs earned her rapid advancement through the organization, taking on assignments at multiple corporate locations, each with greater managerial responsibilities and challenges. Prior to starting her career in finance at Trustco, Kim had extensive experience in the fields of management and training, customer service, and sales. Kim joined the team at Arista Advisory Group, LLC, in July of 2007. She currently manages the operations and administration. She offers our clients exemplary knowledge of the banking industry, customer service skills and problem-solving abilities. Kim’s major area of expertise is the coordination of all aspects related to client support, including new accounts, account transfers, account maintenance, account funding/distribution, trading, cost basis, performance reporting and financial planning and investment research. In her free time, she volunteers with the Girl Scouts of Northeastern New York as a troop leader for her daughter’s Girl Scouts troop, and enjoys time with her husband and children, camping, gardening, baking and cooking. https://images.squarespace-cdn.com/content/v1/5f0b5c8c2bcd12766f5aeac8/1594595404528-TCFUXM0TQ6QC6SZYZ5SU/BERNARD+2020+7.jpg Our Team - Bernard C. Murphy, CFP® Partner, Financial Planning and Investments bernard@aristaadv.com | 831.227.2624 Tobias Keene, D.D.S. Hailing from Richmond, Virginia, Dr. Tobias Keene brings a bit of unabashed Southern hospitality to all his patients. He moved to Washington, D.C. over thirty years ago as a freshman at Ivy College. Right after graduation, he attended World University’s School of Dentistry. Before opening Keene Dental in 1994, he worked for free clinics and some of the finest practices in the District. He is part of the 123 Dental Association and stays up-to-date on the latest dental discoveries. When not striving to keep his patients happy and healthy, he’s enjoys hiking with his family in Rock Creek Park. https://images.squarespace-cdn.com/content/v1/5f0b5c8c2bcd12766f5aeac8/1607467168791-0QNR35MOBPB9JQTVKM06/eileen_1.jpg Our Team - Eileen M. Updyke, FPQP® Senior Services Coordinator eileen@aristaadv.com | 518.464.0319 Eileen began her career at First Albany Corporation in 2002 where she was responsible for all aspects of Control and Restricted Stock, Corporate Share Repurchase Programs, Stock Option Exercises as well as Rule 144 transactions. She has also worked as a registered sales assistant where she contributed to the growth and management of the Financial Advisor’s business while providing extraordinary support to the Financial Advisor and staff. She also served as the primary liaison between the financial advisor, clients and the operations team. Eileen has been a valuable member of the larger Arista team since 2008; she joined Arista Advisory Group, working with Kim and Dave, as a Senior Client Services Coordinator in August 2016. In her position, she is responsible for assisting advisors with client relationships and maintaining client portfolios. Her responsibilities also include tracking new applications, handling money transfers and client database management. She is also accountable for client inquiries and requests, preparations for client meetings, and for daily maintenance of branch files and transactions while always focusing on exceptional service. Eileen has held her Series 7 and 63 Licenses and Insurance License with the State of New York. Eileen grew up in Latham and now resides in Ballston Lake with her husband Pete and her two children Sidney and Tanner. She enjoys photography, traveling, outdoor activities, and spending time with her family. https://www.aristaadv.com/resource-center daily 0.75 2025-03-29 https://images.squarespace-cdn.com/content/v1/5f0b5c8c2bcd12766f5aeac8/1594942240963-EB7ZTE8KA2SO4DSDOXHT/MoneyGuide_color_rgb.png Resource Center https://images.squarespace-cdn.com/content/v1/5f0b5c8c2bcd12766f5aeac8/1594596838922-2J1TNUC8UDMU170ZZWMN/charles-schwab-logo-768x104.png Resource Center https://images.squarespace-cdn.com/content/v1/5f0b5c8c2bcd12766f5aeac8/1594597717707-6A40UQLPFI2VE1BETSZA/pono-lopez-5EFw1JT7S0M-unsplash.jpg Resource Center - Recommended Reading Sudden Money: Managing a Financial Windfall by Susan Bradley History and Philosophy of Mullah Nasruddin Beyond Growth: The Economics of Sustainable Development by Herman Daly Biomimicry: Innovation Inspired by Nature by Janine M. Benyus Cause for Success: 10 Companies that Put Profit Second and Came in First by Christine Arena Capitalism at the Crossroads: The Unlimited Business Opportunities in Solving the World’s Most Difficult Problems by Stuart Hart Cradle to Cradle: Remaking the Way We Make Things by Robert McDonough and Michael Braungart How to Change the World: Social Entrepreneurs and the Power of New Ideas by David Bornstein Limits to Growth: 30 Year Update by Jorgen Randers, Donella Meadows, and Dennis Meadows Mid-Course Correction: Toward a Sustainable Enterprise, The Interface Model by Ray Anderson Natural Capitalism: The Next Industrial Revolution by Paul Hawken, Amory Lovins, and Hunter Lovins Radical Simplicity: Small Footprints on a Finite Earth by Jim Merkel https://www.aristaadv.com/faqs daily 0.75 2020-12-05 https://www.aristaadv.com/newsletters daily 0.75 2020-11-15 https://www.aristaadv.com/visitor-center daily 0.75 2020-08-06 https://images.squarespace-cdn.com/content/v1/5f0b5c8c2bcd12766f5aeac8/1596734694340-LMR7NSPXL4WGFW69ZAGY/MoneyGuide_color_rgb.png Visitor Center https://www.aristaadv.com/our-approach daily 0.75 2025-03-29 https://images.squarespace-cdn.com/content/v1/5f0b5c8c2bcd12766f5aeac8/1596837924918-QJ86IXGJ6BUNXNFNFGHB/saffu-pYaKs30p9zg-unsplash.jpg Our Approach - Values Our services are based on a values-oriented philosophy, and are designed to help each client identify and explore the values they want to incorporate into their financial life. We design financial plans that honor and incorporate those values, and support the life you want to live and the world you want to live in. Arista Advisory Group, LLC, (AAG) is a fee-only, fiduciary, independent financial planning firm, helping individuals, families, business owners and foundations nationwide create balance and focus their personal vision and relationship with money. Our services include financial planning, investment design and management, insurance planning, and estate planning. https://images.squarespace-cdn.com/content/v1/5f0b5c8c2bcd12766f5aeac8/1596837793393-IADC8JJQ7TT5NH3ZA9B7/oriento-VloyvGLX_kU-unsplash.jpg Our Approach - Our Relational Approach Strong personal relationships serve as our firm’s foundation. We work with clients nationwide from our offices in Honolulu, Hawaii and Albany, New York. We travel extensively to meet with many of our clients face-to-face. We believe in committing the time to pay attention and to develop human interaction. Our constant focus is on understanding the changing needs and goals of each individual, and on working together to reap the rewards of a values-centered approach to sustainable investing. Within the constraints of the COVID-19 pandemic, we continue to meet regularly with our clients online and by phone and we are committed to observing every health and safety measure until we can all be together again. https://images.squarespace-cdn.com/content/v1/5f0b5c8c2bcd12766f5aeac8/1596838095509-99C22O4NNELK325BQFWD/deniz-altindas-t1XLQvDqt_4-unsplash.jpg Our Approach - Our Personalized Planning There are no ‘pre-packaged’ methods at AAG for determining your needs. We believe in collaboration. We work closely with you in order to understand your life’s intention. Our planning process works from the inside out, rather than from the outside in! When we have collectively identified your unique financial objectives, we can then apply our expertise to craft a flexible and sustainable financial plan around your values, goals, and environmental or social concerns. We live in a rapidly changing world, so our collaborative planning is designed to be a fluid and ongoing process. We encourage you to ask all of your questions, especially the difficult ones. We firmly believe that together we can design a strategy that supports the life you want to live and aligns with the world that you envision. https://www.aristaadv.com/financial-planning-tools daily 0.75 2021-05-13 https://images.squarespace-cdn.com/content/v1/5f0b5c8c2bcd12766f5aeac8/1594942240963-EB7ZTE8KA2SO4DSDOXHT/MoneyGuide_color_rgb.png Financial Planning Tools