Broker Check

Elefant Financial is the evolution of a CPA firm specializing in taxation that was incorporated in the State of New Jersey on December 12th, 1974.

Our desire and mission has always been to truly improve the lives of those we work with. From our foundation in taxation, we have evolved into a multigenerational firm delivering sophisticated portfolio management based on economics, academic theory and an evidence-based source of knowledge.

We believe that smart decision-making and difficult problem solving begins with a relentless focus on managing risks to build and maintain a lifetime income for clients. We do this through a strong knowledge base, awareness of constantly changing conditions, and an eye on innovative financial services strategies.