About Us
J. Martin Kooman, CFP | Edward M Henderson | Amy Delauter | Barbara Allen Kooman | Brenda Shaw
Stacy Anderson | Dana Horvath | Jerrod Smith
Our people drive our success.
We have a uniquely qualified team of professionals who work with you to help you reach your personal goals. At Kooman & Associates, Inc., our aim is to help clients feel that they are empowered with their money. That means enabling you to make life choices in which money and finances are not obstacles or a source of worry, rather, a pathway to reaching your life's dreams.
We offer one-to-one counseling to clients
Private wealth management strategies demand personalized service. We specialize in comprehensive financial services, which include managing your investments as well as coordinating all the advisors who play a part in managing your wealth and estate.
Our clients are professionals, retirees, business owners, and multi-generational families. Some have come to us following a divorce or death of a spouse. Others have transitioned to our firm when their financial needs become more complex and multi-faceted. No one is typical, all are unique. As a result we have developed skills in many areas of wealth management.
Our clients understand the need for coordination and appreciate our array of services and approach to investing and personal finance.
Our team brings a unique and personalized perspective to personal finance and money management. Our approach is personal, thorough, and above all, client centered. As independent financial advisors, we help you build a financial strategy as individual as you are.
Our Capabilities.
Our firm works as a team to provide the right solutions to your unique challenges. We are a seasoned investment team, offering experience, professional judgement and accountability.
We offer independent and objective guidance to help you get clarity around your current situation and create a vision for your future, giving you increased confidence you are on the right track. Our competent, professional team is ready to meet your needs.
Our priority is the protection, growth and details of our client's wealth so they can focus on what matters most to them.
--We help ease the burden of living well. TM