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Waxman Financial
Waxman Financial is an independent, private, fee-based financial planning and wealth management firm and a Registered Investment Advisory firm.
Overview
Waxman Financial is an independent, private, fee-based financial planning and wealth management firm and a Registered Investment Advisory firm. It offers financial planning and investment management to individuals, families, and businesses throughout South Florida and the United States. The firm specializes in retirement planning, asset allocation, insurance planning, college funding, group benefits, business succession strategies, and investment management, and adheres to a fiduciary standard.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Parkland
Principals
Jeffrey B. Waxman
President and Chief Investment Officer
Andrew B. Waxman
Managing Partner
Frequently asked questions
Does Waxman Financial disclose its AUM or investment performance?
No. The firm does not publicly disclose assets under management, portfolio composition, or investment performance. This is typical for single-family offices structured without external LPs, which are not required to file public regulatory reports or offer performance updates to outside parties.
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