Overview

Offit Advisors

Information by Research TrustFinance

https://offitadvisors.com/

Founded in 1993 as The Offit Group and rebranded to Offit Advisors in 2021, the firm has a long history of providing personalized financial guidance. Their mission is to serve as a trusted financial advocate for their clients, helping them navigate complex financial landscapes to achieve their long-term goals. They offer a suite of integrated services including wealth management, financial planning, family office services, and business advisory, all tailored to the specific needs of affluent clients.

Founded in
United States

United States


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Other Service