Kaufman Financial

Specialties

Kaufman Financial is committed to long term relationships with our clients to help them reach and maintain their life goals and to simplify the inevitable complexities that come with investing.

We custom design portfolios by defining and assessing each client’s risk levels, cash flow needs, time horizon, and objectives.

Asset Allocation is a dynamic process, we undertake a number of stages to determine the proper asset allocation for our client’s portfolios.

Investment Managers, after the asset allocation is established we select the best in-​class investment managers & monitor their performance

History

Established in 2007.

After working with two of the biggest firms on Wallstreet, I decided to establish Kaufman Financial, a wealth management firm in New York City. «Being an independent advisor allows us to to search the universe of investment ideas and select only the ones that meet our guidlines.»

Lyn Kaufman

Founder

Meet the Business Owner

Lyn K.

Business Owner

Lyn Kaufman has been a registered advisor since 1987 and started her career with Merrill Lynch. She received many accomplishments, and awards throughout her career.