Michael Davidoff (CFA, CFP®, MBA)

Michael Davidoff focuses in the
following client markets or areas of practice:

Cash Flow/Budgets/Credit Issues

College/Education Planning

Estate & Generational Planning Issues

Fixed Fee (Subscription, Retainer, etc.)

Generation X

Hourly

Planning Specialties

We specialize in working with sandwich generation individuals and families who are within ten years of planned retirement. We have a flexible approach where we can work with clients on an advice only basis (hourly or retainer) or we can provide financial planning and investment management in an integrated service.

Additional Information

Mike Davidoff is the lead planner. Mike has over 20 years of experience in financial planning and investments working with both large institutions and individuals and families. Mike has an undergraduate liberal arts degree from the University of Michigan and an MBA in finance and accounting from the University of Chicago. Mike has earned the CFP(R) and CFA designations. Mike enjoys making a difference in the lives of his clients and developing authentic and meaningful long-term relationships.