Our Financial Planning process has been created for individuals, couples and families and works in a similar fashion to a Family Wealth Office provided by Private Banks, but offered with a higher degree of attention and at a fraction of the minimum entry level of assets required to support such a service.
Looking for a particular Dragonfly employee's phone or email?
The Dragonfly annual revenue was $3 million in 2026.
Linda Phillips is the Director of Dragonfly.
3 people are employed at Dragonfly.
Dragonfly is based in New York, New York.
The NAICS codes for Dragonfly are [54161, 541611, 541, 5416, 54].
The SIC codes for Dragonfly are [87, 874].