Minerva Wealth Advisory

Minerva Wealth Advisory

Minerva Wealth Advisory was founded in 2015 by Dalya Inhaber, who brought a Ph.D. in economics from the University of Michigan and prior roles at PaineWebber and the Federal Reserve Bank of New York to the wealth-management table. The firm does not publicly disclose the scale of the family wealth it serves, but it operates as a fee-only fiduciary — a structure that eliminates product-sales incentives and ties its economics directly to client outcomes. The firm’s investment approach relies on low-cost, diversified exposure across asset classes. Inhaber couples that with comprehensive financial planning spanning retirement, tax, estate, and education strategies. The team — Inhaber plus fellow CFP® Eugene Skorodinsky — also advises on insurance and portfolio construction. While Minerva does not market a closed book of proprietary deals or single-name positions, it cites the use of analytical tools to inform its advice, a common posture among planning-centric RIAs. Minerva operates from a single office at 135 Madison Avenue in New York. The firm’s two named professionals — both CFP® holders — are the entirety of the disclosed team. Inhaber maintains a Series 65 registration. Skorodinsky, a Ukrainian-trained electrical engineer, teaches personal finance at the Borough of Manhattan Community College, a parallel activity that reinforces the firm’s educational bent. The practice’s most salient structural differentiator is its pairing of graduate-level economics training with a planning-first fiduciary model. Inhaber’s background inside the Federal Reserve and a municipal-bond underwriting desk at PaineWebber gives the firm a lens on public-sector credit that is uncommon among small planning shops. That specific lens — municipal-bond savvy combined with strictly fee-only advice — constitutes the firm’s architectural edge.