It is essential to have a skilled financial planner on your side to help navigate today’s complex financial environment.

At KatzAbosch, our financial consultants and strategic partners continually strive to take the confusion out of helping you manage your money.Family Office Services - Learn how KatzAbosch can helpKatzAbosch has a dedicated team of certified personal financial planners and CPAs. Their goal is to develop strategies designed to protect and grow your wealth using a comprehensive and personalized approach.

Our service offerings include:

 

  • Personal Financial Planning
    • Budgeting/Cash Flow
    • Retirement Savings
    • Education Planning
  • Tax & Compliance
    • Stock Options
    • Charitable Planning
    • Schedule C Business
    • Tax Audits
    • Alternative Investments
    • FinCEN 114 (FBAR)
  • Estate, Gift & Trust Planning
  • Retirement
    • Funding Retirement
    • Retirement Distribution
    • Planning
    • Inherited Retirement
    • Accounts
    • Social Security Planning

Our Strategic Partners Approach

We will work hand-in-hand with you – and, if need be, your other professional advisors – to select the service that best suits your needs, then apply our insight and knowledge to tailor the required service to your situation and with your specific goals.

As a KatzAbosch client you will have access to our vetted and trusted advisors in the following areas below. The team will connect you to strategic partners who will complement your financial profile, but also fit your personality.

Wealth Management Partners

Insurance Partners

Family Office Partners

For more information on our full array of financial services, or to schedule a time to meet with one of our financial planning advisors, please contact us.

Mark C. Kelly: Maryland CPA & PFS at KatzAbosch in Bel Air, MD

Primary Contact

Primary Contact