A complete list of active advisors currently associated with The Klausman Group

Warmer can help you find a great advisor at The Klausman Group or one who fits your needs even better.

The Klausman Group provides investment advisory and financial planning services to high‑net‑worth individuals, business owners, and corporations. It reports managing about $24.7 million in client assets across roughly 28 client relationships and offers advisor‑managed fee accounts as well as access to third‑party managed programs. The firm combines advisor‑managed portfolios with third‑party manager options and uses third‑party research and analytics (for example, S&P Research, Schwab Analytics, Bloomberg, Morningstar) to inform portfolio construction and monitoring. It may accept limited discretionary authority, can employ options and margin in client accounts, and typically custodians client assets through Charles Schwab. Originally established in 1976 and re‑established in 2017, the firm emphasizes a long professional history and an ownership background in accounting, and it also provides tax and accounting services (including income tax return preparation) alongside investment advice. The brochure discloses no legal or disciplinary events and notes the firm operates as a sole proprietorship offering both portfolio management and comprehensive financial planning.

To learn more about the advisors currently working at The Klausman Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.