Investment Advisory Services

Trusted Investment Advisory Solutions

Developing Individual Financial Goals

Previously serving as MichaelSilver’s Managing Partner for 40 years, Earl Holtzman, CPA, RIA, now provides financial planning and investment services. He holds a stockbroker’s license, a Registered Investment Advisor’s license, and a Futures license. His areas of service include:

Analysis of Current Financial Investments
Development of Individual Financial Objectives
Retirement and Financial Independence Planning
Portfolio Management
Analysis of Life Insurance
Cash Management, Financing, and Budgeting

One of my professional passions is investing in the stock market. Here are just a few of the reasons clients have engaged me to assist with their strategic investments:

I take my clients’ unique, personal goals, tolerance for risk, and individual financial circumstances into consideration before making any decisions about which stocks to choose.

Earl Hotzman, CPA, RIA, Of Counsel

I work with your personal goals.

Earl Holtzman

CPA, RIA

Of Counsel

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Earl Holtzman

CPA, RIA, of Counsel

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Resource Article

Tips and Best Practices for Nonprofit Cost Allocations

A significant challenge facing many nonprofit organizations involves determining how much of their resources and expenses go toward each of their programs. Nonprofits do not necessarily see returns on investment in the same way as for-profit businesses, so they must find other means for tracking the sustainability of their operations.

Trusted Investment Advisory Solutions

Developing Individual Financial Goals

Earl Holtzman

CPA, RIA

Of Counsel

Email Me

Linkedin Profile

Earl Holtzman

Earl Holtzman

CPA, RIA, of Counsel

Resource Article

Tips and Best Practices for Nonprofit Cost Allocations

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