Generations of experience guiding yours.
We believe continuity is key to your financial success. We’re a multigenerational firm started by David Elefant’s parents, Pearl and Murray, in 1974 when they began as an accounting practice. Ian Baird is the third generation of our family to serve the wealth planning needs of our clients. We are positioned to guide you and your family for generations to come.
You’ll feel at home with our team.
Our heart is to serve the way we would want to be served, and to truly know and understand every aspect of your specific situation and your needs, goals, and dreams. We treat you like a family member because we care for our clients deeply and seek to truly make a difference in your life.
Simplifying your road to contentment.
We know that retirement and investment strategies can be complicated, which is why our goal is to simplify complex concepts, help you truly understand the path you are on, and do all we can to guide you along your unique journey.
Insights from our clients
“The combination of accounting and financial management services that Elefant Financial (EF) provides is remarkably efficient. They provide a well-rounded perspective that assures financial decisions made have the most tax savvy results.
Our family began our services with EF after the death of my father in 2015. Beginning with the transfer of my father’s estate to my mother’s name. They consolidated the portfolio for easier management, recommended modifications to reduce her tax burden, provided an income for her needs, and established a trust for her 3 children. That support, in addition to preparing estimated and annual taxes, made the estate transfer to her children in 2022 remarkably smooth. Throughout these 7 years the team kept us informed of investment opportunities for growth, tax benefits to protect capital, and methods to fulfill my mother’s interests in charitable contributions.
Elefant Financial’s professional knowledge, compassion, and reliability gave me the support and confidence I needed as POA and ultimately the executrix of my parents estate. That confidence continues as my husband and I use EF to manage our estate and tax services. Thank you EF!”
—Claudia Thornton
The statement was provided on October 16, 2024 by Claudia Thornton, who is a current client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. Tax services offered through Garden State Income Tax Services, Inc.