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Founder’s Letter

Two principles have defined our firm since I created it in 1992:

1. Effective financial advice must consider all the issues confronting affluent individuals. Investment, tax, accounting, estate planning, insurance, business management, retirement and philanthropic considerations — among others — must be addressed together, not in isolation. We accept the challenge to furnish knowledgeable guidance and excellent service in whatever areas our clients require.

2. Our loyalty lies only with our clients. We accept no compensation from anyone else. All charges to every client are clearly disclosed and fully transparent.

Today we serve clients in more than 30 states, and as far away as Brazil, from our offices in Florida, Connecticut, Georgia, Oregon and Texas. Our investment advisory affiliate has more than $1.4 billion in assets under management. Our services to clients range from providing tax returns and household financial management to operating sophisticated real estate and energy investment companies.

Though I am proud of all we have accomplished, I am proudest of the lasting relationships we have built with our clients and with our staff. Most of our clients stay with us for many years, often across multiple generations of a family. Our staff, likewise, is built on a long-term, low-turnover model. We hire young professionals directly out of some of the best schools in the country, and we develop them over five to ten years to be skilled in all the disciplines in which we operate.

Whether you are a prospective client who wants to know what our firm is about, a young professional seeking to build a career among colleagues and clients who are a pleasure to work with, or a retiring practitioner who wants to transfer his or her business to an organization that will deliver your legacy of service, welcome to our site. I hope you will get to know us. We look forward to getting to know you.

Larry M. Elkin, CPA, CFP®