About Us

Our Mission

We strive to provide impartial information and advice that promotes our clients’ financial security, the well-being of their loved ones, the satisfaction of their legal obligations, and the achievement of their philanthropic goals.

A Note From Our President & Founder

Two principles have defined our firm since I created it in 1992:

1. Effective financial advice must consider all the issues confronting financially successful members of our society. Investment, tax, accounting, estate planning, insurance, business management, retirement and philanthropic considerations – among others – must be addressed together, not in isolation. We accept the challenge to furnish knowledgeable guidance and excellent service in whatever areas our clients require.
2. Our loyalty lies only with our clients. We accept no compensation from anyone else. All charges to every client are clearly disclosed and fully transparent.

Today we serve clients in more than 25 states and as far away as Brazil from our offices in Scarsdale, New York and Fort Lauderdale, Florida…click here to continue reading our founder’s letter.

Meet Our Team

Employees of Palisades Hudson Financial Group LLC are talented individuals who have a strong desire to help clients achieve their financial goals. Click below for a brief description of each employee’s background and job responsibilities.

Meet the Executives

• Larry M. Elkin, CPA, CFP®, President & Founder
• Jonathan M. Bergman, CFP®, EA, Vice President & Chief Investment Officer
• Linda F. Elkin, Director of Marketing & Human Resources

Meet the Managers

• Shomari D. Hearn, CFP®, EA, Client Service Manager
• Eric Meermann, CFP®, AVA, Client Service Manager
• Rebecca Pavese, CPA, Client Service Manager
• David Walters, CPA, Client Service Manager
• Paul Jacobs, CFP®, Client Service Manager

Meet the Associates

• Anna K. Pfaehler, Client Service Associate
• Benjamin Sullivan, Client Service Associate
• Christopher Reynolds, Client Service Associate
• ReKeithen Miller, Client Service Associate
• Anthony Criscuolo, Client Service Associate
• Melissa Licini, Recruiting and Marketing Coordinator

Careers

Palisades Hudson Financial Group LLC provides a supportive and challenging work environment for talented young professionals with backgrounds in finance, accounting and economics. Our firm is about service, not selling, and we offer a diversity of experience that is found almost nowhere else in the financial services industry. To learn more about starting your career with us, please click here.

Contact Us

New York Office: 2 Overhill Road, Suite 100 Scarsdale, NY 10583 Phone: (914) 723-5000 Fax: (914) 723-5139
	Florida Office: 110 E. Broward Blvd., Ste. 1620 Fort Lauderdale, FL 33301 Phone (954) 524-5552 Fax (954) 524-5554

 

E-Mail

• info@palisadeshudson.com

2 Overhill Road, Suite 100 Scarsdale, NY 10583 Phone (914) 723-5000 Fax (914) 723-5139		110 E. Broward Blvd., Suite 1620 Fort Lauderdale, FL 33301 Phone (954) 524-5552 Fax (954) 524-5554
All information on this site © 1995-2008 Palisades Hudson Financial Group LLC Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.