Zachary Longman is a financial advisor at Longman WealthCare Management, LLC in Miami, FL, holding a Series 65 credential with one year of industry experience. He previously worked at Baker Tilly Advisory Group LLC, Berkowitz Pollack Brant Advisors + CPAs, Ernst & Young, and RSM US LLP. In addition to his advisory role, he is involved with Thomas J Longman CPA, PA. Longman WealthCare Management is an independent advisory firm serving individuals, business owners, trusts, and corporate pension and profit-sharing plans. The firm focuses on discretionary investment management, financial planning, and retirement consulting, integrating tax-aware strategies and utilizing SEI’s asset allocation program alongside third-party managers.

Thomas Longman is a financial advisor at Longman Wealthcare Management, LLC in Miami, FL, with 25 years of industry experience. He holds a Series 65 designation and has operated his own accounting firm, Thomas J. Longman C.P.A., P.A., since 1994, where he serves as president and CPA, dedicating approximately half of his time to this business. Longman Wealthcare Management is an independent, state-registered advisory firm serving individuals, business owners, trusts, and corporate pension and profit-sharing plans. The firm focuses on discretionary investment management, comprehensive financial planning, and retirement consulting, integrating tax-aware strategies and leveraging its affiliation with an accounting practice to offer tax, pension, and actuarial services.