About
While considering leaving our Wall Street brokerage to form an independent financial planning firm, we worried about whether clients would miss the cachet of a big name. It turns out; our doubts were unfounded. We are so thankful for the reception we got from our clients who supported us in opening our business and from the people in our community who’ve entrusted us with their financial future. We’re a small firm with big resources. We’re a family who loves what we do. At Botkin Family Wealth Management, you’ll never be passed on to a junior associate; you’ll work directly with us. When you call, we answer the phone. In today’s world where service gets sacrificed for the sake of efficiency, we’re pleased to offer you our personal touch.