Build. Preserve. Protect.

We lay the cornerstones for your solid financial foundation.

The essentials for creating your legacy.

Anyone who has built something made to last knows that a solid structure begins with cornerstones. They establish the foundation of the entire structure, and they are the part of the building that requires the most time and attention.

At Elefant Financial, our mission is to lay the cornerstones of your financial future. By incorporating tax considerations into every investment decision, we help guide you to build, preserve, and protect your wealth.

Monumental European Gate Architecture

BUILD

We identify strategies to build your foundation for wealth accumulation and maximizing assets.

A scenic view of glaciers between two trees

PRESERVE

We help preserve your valued resources by addressing tax implications and potential risks to your financial goals.

Lioness with a cub

PROTECT

Like a mother protecting her cub, we will establish an income stream to help maintain your family’s objectives.

Rooted in helping people reach their dreams.

For five decades, our mission has always been to truly improve the lives of those we work with. From our foundation as a CPA firm established in 1974 specializing in taxation, we have evolved into a multigenerational wealth management firm delivering sophisticated portfolio management based on economics, academic theory, and an evidence-based source of knowledge.

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Committed to delivering sophisticated solutions.

We believe smart decision-making and skilled problem-solving begin with a relentless focus on managing risks to build and maintain your lifetime income. We do this through a strong knowledge base, awareness of constantly changing markets, and an eye on innovative financial strategies.

Portfolio Management

Craft investment strategies designed to help achieve your goals while managing risks.

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Tax Preparation & Planning

We take tax liability into consideration when making decisions regarding your wealth. We also provide tax preparation for individuals, partnerships, corporations, estates & trusts.

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Retirement Income Planning

Take a comprehensive approach to planning income for your entire retirement.

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* Tax and accounting services offered through Garden State Income Tax Services, LLC, are separate and unrelated to Cambridge.

Clarity and simplification.

Our team understands that affluent individuals often have intricate financial situations, including multiple income streams, investments, and estate planning considerations. We specialize in simplifying these complexities, providing you with clarity and financial confidence.

We strive to be incessantly available for our clients. We are ready whenever you need us to sit down and talk. All members of our team are equipped to work virtually so we can fully cater to your preferences.

Meet Our Team