Siller & Cohen—who we are

At Siller & Cohen, our cornerstone belief is that the needs of affluent families are best served by engaging a financial services business with experience across a wide array of planning areas. Our professionals bring a broad range of knowledge to the planning table—including accountants, attorneys, and Certified Investment Management Analysts (CIMA). In addition, we work with well-known law firms and accounting firms across the country, to share ideas and to enhance the quality of the planning that we do for our clients. This type of experience, coordination, and collaboration with other trusted advisors delivers a high level of support for the families we serve.