Katz Metzner Financial LLC is an independent, fee-only registered investment advisory (RIA) firm based in Armonk, New York. Founded by partners Gary Katz and Bryan Metzner, the company operates as a fiduciary, committed to acting in the best interests of its clients. They specialize in providing comprehensive and integrated financial planning, wealth management, and tax planning services to individuals, families, and business owners, aiming to help clients achieve their long-term financial goals.

Founded in

United States