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175 Highland Avenue
Suite 301
Needham, MA 02494

Martin S. Kofman, CPA

(781) 726-7575




Martin Kofman, CPA

Certified Public Accountant & Wealth Management Advisor

(781) 726-7575

(781) 726-6540

Prior to starting his own C.P.A. firm, Marty worked for PriceWaterhouse. While at PriceWaterhouse, he was selected to work in France, Switzerland, Germany, Japan, and Portland, Oregon. He added financial and investment services 15...

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Michael Kofman

Wealth Management Advisor and Senior Accountant



Mike joined the firm part-time in 2009. After graduating from college in 2014, he joined the firm full-time as an accountant, investment assistant and client relations manager. Mike has successfully obtained his Series 7 and 66...

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Mary Ann Glassman provides administrative support for both our accounting and investment clients. With 25 years of experience with the firm she handles payroll, bookkeeping and a variety of other administrative duties.

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