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About

A Dedicated Team Working For You

Goldhirsh & Goldhirsh, a premier fee-based financial planning firm, can help guide you toward a more secure future. We believe that it's not only our responsibility to help you make the most of your income and assets, but also to help you make the most of your life. We help our clients and their families realize their financial and philanthropic goals through values-based planning.

You need an advisor that has the conviction in what they do, the courage to get you to take action, possesses the competency based on continuing education and training, and communication that builds understanding and trust - these are the key qualities of "Serve First." And these are the commitments we make to you when you choose to retain us.