BIRNBAUM ADVISORY guides individuals, families, business owners, professionals and executives
in all aspects of their financial lives.

Most people, prior to meeting with us, have done some planning with various professionals, including attorneys, accountants, insurance agents and investment advisors. However, hidden problems and costly oversights sometimes exist when one’s planning isn’t properly coordinated.

What distinguishes BIRNBAUM ADVISORY is the depth of our knowledge over a broad range of areas and how we are able to efficiently integrate each element to optimize your planning, which we refer to as our Multidisciplinary Wealth Strategies.  

Our Multidisciplinary approach helps you avoid mistakes and maximize your financial well being.