With the desire to serve clients in a professional environment, a father-daughter-son team of financial advisors broke away from one of the largest brokerages on Wall Street to form an independent financial planning and investment firm. So begins the story of Botkin Family Wealth Management, a family-owned business dedicated to making a difference in your family’s life.
Learn more about what makes us different.
Navigating Life’s Changes Through Every Season
Life has many seasons, and so will your financial plan. We keep in close touch with clients to stay informed about changes in their lives and to communicate developments in the markets.
Our Family Helping Your Family
We specialize in showing you how to work toward turning your life savings into an income that can sustain you and your family throughout retirement. Hanging our own shingle was an important part of our mission because it has given us the independence to provide financial advice based only on your needs, not the needs of a large brokerage firm or its shareholders.
We Have Earned Our Professional Industry Designations
LESTER P. BOTKIN, CFP ®
SARA B. BOTKIN, CFP ®
LESTER H. BOTKIN, CFA ®
