Welcome to Klingman & Associates, a comprehensive, independent financial planning firm. We offer our clients a personalized, insightful approach to wealth management – not a generic, one-size-fits-all investment program. Our goal is to build secure, long-term relationships, partnering with our clients to help achieve their financial objectives.

From business executives and entrepreneurs to professional athletes, we serve a wide range of high-achieving individuals who require a sophisticated wealth management strategy. Our breadth of financial knowledge and experience makes us capable of both identifying clients' needs and tailoring individualized solutions to meet them.

Let us help you start shaping your financial future today.