PutmanGroup

The Putman Team was founded on the belief that true financial confidence comes from clarity, coordination, and care. With more than three decades of experience, our credentialed professionals—including CPAs, CFP®s, CEPAs, PFSs, and CDFAs—work collaboratively to integrate investment, tax, estate, and risk strategies into one cohesive plan. As fiduciaries, we are committed to guidance that preserves and strengthens your financial well-being. Led by Newsroom Careers, global Search Result View With Search Text Fulltext search Content types Content Newsroom Bio Blog Advisor Team Location Recent Media Appearances Events and Webinars eBook Calculator Topics Investing Financial Planning Retirement Tax Planning Estate Planning Wealth Planning Businesses Trusts Inheritance Sort by Best Match Least Match Title A - Z Title Z - An Oldest to Newest Newest to Oldest Services Individuals Comprehensive Wealth Management Tax Strategies Investment Management Risk Management Insurance Estate Planning Retirement Income Planning Financial Planning Annuities Tax Preparation Trust Services Private Client Special Needs Planning Employee Retirement Account Management Businesses Retirement Plan Consulting Business Growth Exit Planning Employee Benefits Program Find Advisor Individual Advisors Advisory Teams Locations Resources Blog All Blog Posts Financial Planning Investing Retirement Tax Planning Trusts Inheritance Wealth Planning Businesses Estate Planning Webinars eBoo Professional credentials inclu.