David Goldner

With over 40 years of public accounting experience, David Goldner, CPA, CFP®, CVA, works with high net worth families, individuals, real estate developers and business owners.

Making decisions about taxes, investments and estate structures can be confusing, especially when family politics, differing financial goals and philanthropy come into play. David works to make sure his clients have a comprehensive view of their financial situation, so they are always making informed decisions.

Tax, investment, estate and financial planning are just a few of the services David provides to his clients. David also provides business valuation services for estate, litigation and succession planning purposes, and is experienced in structuring, evaluating and negotiating business acquisitions and sales, with a goal of getting the deal closed! He served as the firm’s managing partner from 2009 to 2020.

David serves on the board of directors at Lifebridge Health and as chairman of the board at Sinai Hospital. He's also a previous member of the investment committee of Associated Jewish Charities.