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.

Our Accolades and Recognition
See what others have to say about us
Wealth Management Model
Create a well-reasoned plan for your future
Our Insights and News
Equipping you to be an informed investor

Our thoughtsand Insights

Intro to K&A
An Introduction to our Firm

Enduring Principals
Lessons Learned
Defense is the Best Offense for Financial Planning
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Independent Financial Advisor
Some of the more common items we address on behalf of our clients.

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

Social News
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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.

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

Investment advisory services offered through Klingman & Associates, LLC. Klingman & Associates, LLC is not a registered broker/dealer, and is independent of Raymond James Financial Services. © Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC | | Privacy Policy