About Us

Individualized Guidance For The Tri-State Area And Beyond

Van Buren Financial Group brings together wealth management, tax insight, and personal guidance for clients who want more than a one-dimensional financial relationship. We work with individuals, families, and business owners across the Tri-State area and beyond, helping them make thoughtful decisions with a clearer view of how each financial piece affects the next. For many clients, that means having one team that can think ahead, stay responsive, and help carry important decisions with greater care.

Intelligent Planning Starts When Taxes Stay In View

Tax planning is not treated as a side issue or an after-the-fact review; it’s part of how we think. That matters when you are preparing for retirement income, managing taxable assets, weighing estate considerations, or making decisions after the sale of a business or real estate. The result is a plan that is intentional, efficient, and aligned with what you want to accomplish.

We Value Relationships That Deepen Over Time

We are not interested in being a distant voice that checks in once a year and disappears when things get complicated. We aim to be accessible, thoughtful, and genuinely useful over time, whether you are preparing for retirement, supporting family, navigating loss, or stepping into a new season of responsibility.

Experience Shows Up In The Decisions Behind The Advice

Our team brings decades of experience across tax, financial planning, and wealth management, supported by specialized credentials. This helps us look beyond surface-level recommendations and think carefully about the opportunities and long-term implications surrounding your decisions. And as notaries, we’re able to assist with certain documents and signing needs as part of the broader client relationship.

Meet Our Team

The Standards Behind Our Client Relationships

Leading With Tax-Integration

The difference between a good financial plan and a great one is in the details. Taxes are a core part of it. We believe our clients deserve someone who sweats the small stuff and helps them keep more of what they earn.

Built On Deep Experience

Designations exist because this work is specialized and the stakes are high. We pursue knowledge because the clients who trust us deserve advisors who have earned the right to give great guidance.

Showing Up As A Partner

Genuine connection means taking the time to actually know our clients. We ask questions others skip, show up even when it's inconvenient, and stay curious about clients’ lives beyond their portfolio.

Long-Standing Since 1992

We named this firm after the street we're on because we planned on sticking around. Since 1992, the faces have changed and the firm has grown, but our dedication hasn't: we’re a team that clients can count on for the long haul.

Let’s Discuss The Details Of Your Most Critical Financial Decisions

If you’re trying to make sense of retirement, taxes, legacy decisions, or the moving pieces of your financial life, surface-level advice will only take you so far. We help clients think clearly, plan intentionally, and stay connected to guidance that doesn’t disappear after the first meeting.

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Helpful Context for Prospective Clients

Van Buren Financial Group brings tax planning and wealth management into the same conversation. Instead of treating taxes as something to address later, the firm builds customized plans that consider how investment, retirement, estate, and business decisions affect the broader financial picture. That integrated approach helps clients organize the details of their wealth, keep more of what they earn, and make decisions with greater confidence.
Yes. Van Buren Financial Group is a full-service tax and wealth management firm serving individuals, families, and business owners in the Tri-State area and across the U.S. The firm’s planning approach is built around tax-integrated guidance, which means tax strategy is considered alongside retirement planning, investment decisions, estate planning, and business needs.
Van Buren Financial Group primarily works with individuals, families, and business owners, with many clients in their peak earning years or nearing retirement. The firm also serves pre-retirees, retirees, multi-generational families, widowed clients, and people navigating major financial transitions. The client base includes many households with $1 million or more, while still reflecting a practical “millionaire next door” mindset.
Yes. One of the most common questions clients bring to Van Buren Financial Group is whether they have enough to retire and how to draw income in a tax-efficient way once retirement begins. The firm helps clients evaluate where they stand, think through income strategies, and plan for how assets may support both lifestyle needs and long-term goals.
Yes. The firm has worked with clients who came in after selling real estate or a business, including situations involving 1031 exchanges and qualified opportunity zones. Those transitions often involve tax-sensitive decisions, and Van Buren’s integrated perspective can help clients think through the next step more carefully.

The Broader Platform Behind Our Planning

Van Buren Financial Group’s affiliation with Avantax supports our ability to deliver wealth management services within a broader financial framework.

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Meet the people behind Van Buren Financial Group.

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We build recommendations around what matters most to you.

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