Klingman & Associates, LLC

Your financial well being is about much more than your portfolio

Helping you achieve your personal goals in life is our goal. We believe our role as your financial advisor is to provide you with comprehensive financial guidance in all aspects of your financial life ... not just your investment portfolio. Our entire team is dedicated to this objective and to doing so with the impeccable level of personalized service that you deserve.


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Our Accolades and Recognition
See what others have to say about us
Wealth Management Model
Create a well-reasoned plan for your future
Corporate Retirement Plans
Find out how we make corporate retirement plans better

Our thoughtsand Insights

Elite Advisor
Elite Advisers
Shares his keys to success and where he sees opportunity for investors.
Lessons Learned
Lessons Learned
Lessons advisors and clients learned from the financial crisis.
Possible Tax Scams
Year-End Tax Planning
IRS Releases List of Possible Tax Scams to Watch Out for in 2014

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Klingman & Associates Capital Markets Outlook
Read our quarterly letter to clients
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Klingman & Associates Monthly Advisor
Market insights and informative articles
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Weekly Market Snapshot
Thoughts on recent market movements

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Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability. © Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC | | Privacy Policy