Momentum Advisors is not your typical financial firm. What began as a solo venture led by Allan Boomer has evolved into a nationally recognized investment advisory firm with nearly $400 million in assets under management. Based in New York City, the firm’s mission goes beyond financial success. It’s driven by a deep commitment to diversity, inclusion, and social responsibility—values that are woven into every facet of its operation. With Boomer at the helm, Momentum Advisors has established itself as a trailblazer, not just in wealth management, but in building a firm that reflects the communities it serves.

Experience-Driven Leadership with Purpose

Allan Boomer 30-year career on Wall Street laid the groundwork for the success of Momentum Advisors. His time at powerhouse institutions like Goldman Sachs and Merrill Lynch provided him with the technical knowledge and strategic insight to build a client-first, values-based firm. Boomer brought those insights to his own firm, combining traditional investment acumen with a modern, inclusive approach. His leadership is rooted in a philosophy that sound financial advice should be accessible and personalized—tailored to meet the unique needs of each client, regardless of their background.

This client-centric approach has enabled the firm to foster lasting relationships and to grow in both size and influence without losing its identity or mission.

Championing Diversity in Finance

What truly sets Momentum Advisors apart is its unwavering focus on diversity and inclusion—not just as ideals, but as core business principles. From hiring practices to client services, the firm intentionally builds a team that reflects a wide array of ethnicities, experiences, and perspectives. This diversity isn’t just cosmetic; it enhances the firm’s ability to relate to clients from all walks of life, helping them make informed decisions that align with their cultural values and financial goals.

By embracing diversity as a strength, Momentum Advisors has cultivated an internal culture of innovation and respect, while also serving as a role model in an industry that has historically lacked representation.

Social Responsibility at the Heart of Investment

Another pillar of Momentum Advisors success is its emphasis on socially responsible investing (SRI). The firm’s investment strategies are carefully crafted to align with environmental, social, and governance (ESG) principles. Clients are increasingly seeking investments that do more than generate returns—they want their capital to support causes they care about. Whether it’s sustainability, social equity, or ethical governance, the firm ensures that its clients’ investments reflect their values.

This strategic focus not only attracts conscious investors but also positions Momentum Advisors as a thought leader in one of the fastest-growing sectors in finance.

Growth Without Compromise

While many firms struggle to balance expansion with mission, Momentum Advisors has successfully scaled its operations without compromising its founding principles. With a growing team of ten professionals spread across three offices, the firm has retained its commitment to collaboration, authenticity, and personalized service. Each office operates with the same level of dedication to client care, diversity, and social impact that has defined the firm since its inception.

Award-Winning Impact and Industry Recognition

The firm’s values and performance have not gone unnoticed. Momentum Advisors has received multiple awards recognizing its leadership in diversity and its groundbreaking work in socially responsible investing. These accolades highlight the effectiveness of Allan Boomer visionary leadership and the firm’s consistent ability to deliver measurable, meaningful results for clients and communities alike.

Looking Ahead

As it charts its future, Momentum Advisors remains focused on its core mission: to provide exceptional financial guidance while promoting equity and sustainability in the broader financial ecosystem. Through its continued growth and innovation, the firm is not just managing wealth—it’s redefining what it means to build a lasting legacy in finance.