Elliot B. Herman, CFP^®

We are advocates for families, institutions, and businesses who require highly-specialized financial and advisory services. Our goal is to help them maximize value and minimize risk for their assets. We obtain significant financial and other information about our clients’ attitudes, goals, and objectives. We complete a detailed analysis of this information to assess the gaps between their goals and financial assets to develop alternatives for them; to educate them about the implications of selecting a particular alternative; to implement the alternatives they choose; and periodically review and update their plan. Our goal is to become the Chief Financial Adviser to our clients and, pursuant to their best interests, to coordinate efforts with their other advisers.

Comprehensive Financial Planning, Annuities, Charitable & Planned Giving, Career Change, Asset Allocation, Investment Management, Estate Planning, Limited Partnerships, Getting Divorced, Getting Married, Insurance, Retirement, Stocks & Bonds, Starting a Family, Succession Planning, Sudden Wealth, Personal Taxes, Women's Finances