As a CPA, my team and I have always believed that through well-managed financial decisions, people can live better lives. We are a boutique wealth management and accounting firm that is inspired to help our clients live lives focused on what is truly important to them. No matter where you are in life, we aim to create lasting, long-term relationships with the people we work with to guide them on their financial journey.
We are happy to offer a variety of resources around the site for your convenience. If you feel that any of our services could benefit you, please feel free to reach out.
-Martin S. Kofman, CPA
Certified Public Accountant & Wealth Management Advisor
Wealth Management Advisor & Senior Accountant
Investing is all about balancing your goals with your risk tolerance. We will work with you to create a customized investment strategy that best fits your individual needs.
Our firm offers professional preparation, planning, and consultation of all federal, state, and local tax returns.
Our team has the experience to help you grow and manage your business, whatever your needs may be.
"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."
- Alexa Von Tobeln
"Financial freedom is available to those who learn about it and work for it."
- Robert Kiyosaki
“Planning is bringing the future into the present so that you can do something about it now.”
- Alan Lakein