At Siller & Cohen we believe in the Lincoln Financial Advisors philosophy of serve our clients’ needs first, last, and always, whether working with multi-generational families of wealth or non-profit institutions.

Our cross disciplinary approach to comprehensive planning leverages the intellectual capital of our diverse group of highly qualified professionals, which includes attorneys and CPAs, some with advanced degrees in taxation, a CFA, Certified Investment Management Analysts, MBAs, and Certified Financial Planner Professionals®