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Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Martin S. Kofman, CPA

Certified Public Accountant & Wealth Management Advisor

(781) 726-7575

(781) 726-6540

marty@martykcpa.com

Marty began his career in public accounting at PriceWaterhouse (now PriceWaterhouseCoopers), and during his tenure there, he gained valuable experience consulting with clients and preparing financial statements, individual tax returns,...

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Michael Kofman

Wealth Management Advisor & Senior Accountant

(781) 726-7575

(781) 726-6540

mike@martykcpa.com

Mike joined the firm part-time in 2009. After graduating from college in 2014 from Bridgewater State University, he joined the firm full-time as an accountant, investment assistant, and client relations manager. Mike has successfully...
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