Kaplan, Litwin, Kaplan & Associates

Firm Overview:

Kaplan, Litwin, Kaplan and Associates of Stifel is a family partnership providing a full range of investment and wealth building strategies since 1981. They offer financial guidance, coordinated with other trusted advisors, and have over 100 years of combined experience.

Services and/or Products:

The firm assists high net worth families, small businesses, and non-profit organizations in growing and preserving their wealth over multiple generations, and they help them contribute to causes they care about.

Kaplan, Litwin, Kaplan and Associates through Stifel can provide:

  • Investment Advisory Services
  • Financial Planning
  • Trust and Estate Planning Strategies
  • Insurance Services
  • College Savings Programs
  • Retirement Services
  • Corporate Executive Services
  • Corporate Finance
  • Investment Research
  • Business Referrals
  • Personal Advice

Past/Current Involvement with the Goering Center:

Kaplan, Litwin, Kaplan and Associates of Stifel became a member of the Goering Center in 2004, completed the Next Generation Institute Class in 2005, and are active members today. Donald Kaplan is on a monthly roundtable of first-generation family business owners, and Howard Kaplan is on a monthly roundtable of second-generation family business owners.

Special Offer(s) for Goering Center Core Members:

The firm offers a consultative session to discover your needs through an in depth discussion of you, your background, current situation and goals.

Contact Information:

Primary Individual Contact:

Howard Kaplan
8044 Montgomery Rd., Suite 515
Cincinnati, OH 45236
Year Company/Firm Founded: 1890
Team Founded: