Magnus Financial Group LLC Email Format

Investment ManagementNew York, United States11-50 Employees

Magnus Financial Group LLC is an investment management firm based in New York, delivering tailored financial services to a diverse client base that includes current and aspiring high net worth individuals, families, and closely held businesses. The firm employs a comprehensive planning framework that integrates asset management, risk mitigation, tax planning, retirement income distribution, and estate preservation. Its president and CEO, Michael S. Schwartz, was named to the Financial Times' Top 400 Financial Advisor List in 2017.

Operating from 280 Park Avenue, New York, Magnus positions itself as a mid-sized participant within the investment management industry. In January 2026, the company announced the appointment of Jake Blum as vice president and wealth management advisor, reflecting ongoing growth of its advisory team.

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