Empowering clients to take action, see impact, and celebrate wins.

We are a fee-conscious, client-first financial advisory firm that blends expert planning with operational efficiency. Our mission is simple: Use technology to deliver world-class financial advice with an industry-leading customer experience—at a fraction of the cost charged by traditional firms.

At the core of our business is a simple belief: earning—and keeping—customer trust is everything. We aim to build the most customer-centric company in the world. While every business advertises a client first ideal, in the end it's just that, advertising. We take it seriously - It's our greatest strength, and we treat it like a responsibility.That’s why we operate with transparency, communicate clearly, and act in your best interest at every step. No commissions. No hidden fees. Just thoughtful advice and smart, long-term strategies that work.

We Handle the Details So You Can Focus on What Matters

At JH Kaufman, we serve as your personal CFO—coordinating the moving parts of your financial life and turning complexity into clarity.

Whether you’re navigating equity comp, managing cash flow from a business, or preparing for a work-optional life, we’ll help you:

• Maximize after-tax income

• Streamline investments and minimize fees

• Build a financial plan that adjusts with you

• Protect what you’ve worked hard to build

• Free up time to focus on family, business, or both

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What Makes Us Different

• Low-Cost, High-Touch:
  We use technology to eliminate waste—not relationships.

• Fiduciary First:
  We always put your interests ahead of ours. No exceptions.

• Concentrated Focus:
  We don’t try to be everything to everyone. We serve people who want real advice—not a sales pitch.

• Efficient & Transparent:
  Clear pricing. Clear communication. Clear results.

• Technology Driven

  We put the technology which drives the efficiencies that increase our scale and keeps our costs low, in your hands.

Simplicity Wins

We believe that fewer moving parts mean fewer surprises. We cut through complexity with straightforward plans, modern technology, and practical advice.

Compounding Works Both Ways

Returns grow when costs stay low. That’s why we obsess over reducing fees, taxes, and friction. Because every dollar you keep today compounds into more tomorrow.

Financial Planning

• Save and invest with purpose

• Plan for retirement or early financial independence

• Manage risk and protect your income

• Make smarter decisions with your time and money

Asset Management

• Low-cost, tax-efficient portfolios

• Diversified and tailored to your needs

• Fully integrated with your financial plan

Tax & Wealth Optimization

• Tax-aware investment strategies

• Asset location planning

• Roth conversion guidance

• Charitable giving and estate coordination

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See the full picture, in real time

Our industry-leading technology consolidates and models data for a single, complete view of our clients’ financial situations with reliable data for building your future.