Expert Guidance, Tailored to Your Unique Journey

Our Story

Welcome! I’m Ludan Lai, and I’m excited to share my journey as a financial advisor and the story behind founding my own firm.

My passion for finance, particularly in real estate and business investment, has always been a driving force in my career. These areas offer unique opportunities for wealth creation and long-term growth, which I find both challenging and rewarding. With experience in financial planning, investments, and retirement strategies, I’ve guided clients through the complexities of personal finance, always focusing on providing personalized service.

My story is deeply connected to my family’s experiences in the business world. Coming from a family that owns a top private construction business, I’ve witnessed firsthand the challenges of navigating tough industry environments. This perspective has fueled my dedication to helping clients not only survive but thrive, whether they’re managing their own businesses or planning their financial futures.

As a business advisor also, I’ve had the opportunity to help clients buy and sell businesses with strategic insight. These experiences have deepened my understanding of the business world and reinforced my commitment to helping others achieve their financial goals.

At FeathersUp Advisory, we’re here to help you unlock your financial potential with personalized advice and strategic planning. Whether you’re looking to grow wealth, protect assets, or navigate the next big step in your business, we’re ready to be your trusted partner.

Our Partners

Our Clients, Our Approach

We work closely with small business owners, high-net-worth individuals, and young professionals who are seeking personalized financial advice to grow their wealth and achieve their business goals. Our clients often face unique challenges, from managing business finances to transitioning into business ownership, and they value our customized approach to meeting their financial needs.

At FeathersUp, we provide customized financial solutions, starting with an in-depth consultation to understand your goals. Using advanced tools and regular updates, we ensure your investment strategy evolves with your needs, creating a foundation for long-term success. Click here for the Investor Profile Questionnaire.

Contact Us

228 PARK AVE S, Num 438899 
New York, NY 12345

Email
ludan@feathersupadvisory.com

Phone
917.655.1620