Kaufer Financial brings a disciplined approach to the complex world of wealth management. We serve individuals, corporations, and non-profit organizations with straightforwardness and transparency. Each client has unique goals and constraints. Our methods employ creative thinking to help realize effective and optimal strategies targeted to each specific client. Our size allows us to provide a specialized, boutique service that embodies our value in the client service relationship and our commitment to tailored individual/family financial planning. This personal attentiveness allows us to facilitate collaboration with the wide range of resources, knowledge, and experience that are available within larger financial institutions and various companies related to wealth planning and management.
At the inception of Kaufer Financial, we selected the German Shorthaired Pointer to signify us in our logo and tagline, “pointing to prosperity, protecting your coffers.” Much like the representative breed, we exemplify characteristics such as responsiveness, intelligence, loyalty and precision. Above all, we believe the most successful wealth management companies are those that listen, that truly care about you and your financial goals, and can execute an effective strategy based on your specific needs.
Client service is paramount to our firm. We are available to discuss any problems or concerns you may have. We are committed to listening and responding according to your unique situation. Our size allows us to tailor strategies to respond to your specific goals and cash flow needs in order to provide the optimal solution for each individual client.
We strive to be the professional and rational voice surrounding a topic that can incite emotional response in many. We are committed to professional development and continued education so that through our growth and learning, we can provide you with our best service and performance.
We have a passion for developing and executing a plan based on strategy and constraints. We are always excited for a challenge and particularly enjoy the variety we experience in day to day operations. We value your unique situation and goals and work to leverage financial markets to achieve these goals. One of the best parts of our operation is working together to develop a strategic plan for your budget and financial growth.
Our enthusiasm for financial planning brings energy and commitment to our team. We are young, driven, and excited to work with you on establishing a strategy for your financial growth and long-term security.
At the forefront of our practice, we are truly willing to go out on a limb for our clients’ best interest. In fact, the reason we left large, corporate financial planning to establish a smaller, independent, boutique firm was client service driven. We wanted to be able to maximize returns for our clients and to better serve each client’s unique financial situation.
As Kaufer Financial, we provide a range of services within legacy planning and financial wealth management. Outside Kaufer Financial, we leverage a professional network that provides clients with a versatile and tactical range of services and advice. Part of our practice includes linking our professional network with clients to address unique needs that are not directly within our purview.
We employ a tailored and disciplined approach with each of our clients. Part of our unique aspect as a financial management firm is the ability to customize our service based on specific financial scenarios or concerns. These specific approaches bring on greater benefits in long-term financial planning. We look at five key principles in developing a precise approach for each client: risk tolerance, liquidity needs, time horizon, investment objectives, and personal passions. The ability to be precise and target individual client needs is one of the primary benefits of our small-scale, boutique firm.
Transparency and fairness are paramount to the overall relationship; therefore, the same fee schedule and service structure are applied to all clients. Our fee is all-inclusive. No commissions, no account fees, and no account minimums.
Investments in securities do not offer a fix rate of return. Principal, yield and/or share price will fluctuate with changes in market conditions and, when sold or redeemed, you may receive more or less than originally invested. No system or financial planning strategy can guarantee future results. Therefore, no current or prospective client should assume that future performance or any specific investment, investment strategy or product will be profitable.
Adam is the founder and president of Kaufer Financial. He is committed to providing trustworthy financial guidance and is invested in your long-term financial planning and growth. After working in the client services and financial management industry for five years, Adam branched out independently in order to better serve his clients’ individual and unique needs.
Prior to starting Kaufer Financial, Adam worked at Merrill Lynch and Epicor Software Corporation, a leading software company specializing in business management and enterprise resource planning software.
Adam is a 2006 graduate from Lafayette College in Easton, PA with a dual major in Engineering and Economics/Business. Through college, he actively participated in the Reserve Officer Training Corps and commissioned as a second lieutenant in the U.S. Army Air Defense Artillery branch upon graduation.
Adam served 4.5 years of active duty with the United States Army. His tenure included a 16-month deployment to Southwest Asia, where he held numerous leadership positions, to include platoon leader and senior logistics officer. During this time, he completed an MBA concentrating in Entrepreneurship. In October 2010, he joined the Pennsylvania Army National Guard as a Captain in order to focus on a career in the private sector.
Adam earned a Master’s certificate from Villanova University in Lean Six Sigma and holds the professional designation as a Certified Lean Six Sigma Master Black Belt, concentrating on process improvement, reduction of variability, elimination of waste, and creation of flow.
Adam is the owner and CEO of Joli Bakery & Café, an independent, artisanal bakery in Bethlehem, PA. He operates and manages a retail storefront at the Sands Casino in addition to wholesale distribution throughout the Lehigh Valley. Using his Lean Six Sigma accreditation, Adam employed a number of process streamlining techniques to cut 20% of operating expenses within one year. Adam’s principles of providing uncompromised quality and service are displayed here. His team consists of 16 employees and 100% of their product is made from scratch and baked fresh daily.
Adam also serves as trustee and property manager for three land-based trusts in northeastern Pennsylvania, which ties to his interest in and knowledge of the natural gas industry in the region. The property includes 3 structures on 72 acres of farmland in Susquehanna County in the heart of the Marcellus Shale region.
Adam grew up in Kingston, PA and now lives in Philadelphia with his wife, Anneliza, dog, Cooper, and cat, Mika.
Cooper, a German Shorthaired Pointer, is Adam’s beloved dog and friend and serves as the mascot for Kaufer Financial. She is a warm, loyal, dedicated and energetic companion who exemplifies the company’s core values. You can read more about Kaufer Financial’s outlook in the Firm Profile portion of this website.
Cooper came to Philadelphia after a trip to Cooperstown, NY in 2011. Adam planned a surprise getaway for Anneliza that ended with introductions to the then 2-week old Cooper. She has been a loving member of their family since.
Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity.
2138 Saint Albans Street, Philadelphia, Pennsylvania 19146 United States
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