B.E. Blank & Company

Founded in 1969 by Burton E. Blank, B.E. Blank & Company is a financial services firm that integrates certified public accounting (CPA) with wealth management. The firm provides comprehensive financial planning, investment advisory, and tax services primarily to high-net-worth individuals, families, and business owners. Their mission is to offer a holistic approach to financial well-being by combining expertise in both accounting and investment management under one roof.