Founded by Scott Margolis and Howard Kass, Margolis/Kass Advisors, LLC is a registered investment adviser (RIA) that serves high-net-worth individuals, families, and businesses. The firm operates on a fee-only basis, emphasizing its commitment to providing objective, fiduciary advice without the conflicts of interest associated with commission-based products. Their core services include personalized wealth management, financial planning, investment management, retirement planning, and estate planning, all tailored to meet the specific long-term goals of their clients.

Founded in

United States