Transparent. Fiduciary. Independent.
Who We Are
We operate as fiduciaries, bound to act in our clients’ best interest, making their needs our priority. Our beliefs are founded on simplicity and tax efficiency.
What We Provide
We offer advice and implementation of strategies pertaining to investing, retirement, estate planning, and tax planning.
How We Deliver
We provide high-touch individualized service, where our goal is to develop long-lasting relationships with every client.
Independent Advisors. Client-First Focus.
Fiduciaries, Acting in Your Best Interest
Rakatansky Financial is a registered investment advisor that maintains a fiduciary relationship with our clients. We work independently in coordination with our affiliated firm, Rakatansky CPA, to successfully implement tax-efficient portfolios for financial plans.
