Our firm was founded in the 1990s when Marty Kofman established an accounting firm intending to provide his clients with unparalleled, personalized service. Marty’s professional career had allowed him to work all across the world and meet different people with a variety of financial needs. During his experience as a CPA, Marty witnessed numerous unsuitable and inappropriate investment transactions executed on behalf of his tax clients. He recognized this was inappropriate and believed that as his client’s most trusted adviser, his firm could operate the right way; by putting the client’s best interest first.
After a few years, Marty expanded the firm’s capabilities to include wealth management and financial planning. He found that many people he worked with had concerns about their futures – and planning for retirement and managing their assets were among their most prominent anxieties.
Investing is about balancing your goals with your risk tolerance. While results are never guaranteed, we work hard to provide you with transparency and a plan concerning your time horizon and risk tolerance to achieve your investment goals.