"In an industry where there are many different types of financial relationships, I focus on getting to know clients’ needs and doing the right thing to help them meet their goals."
John M. Friedman

John M. Friedman

"In an industry where there are many different types of financial relationships, I focus on getting to know clients’ needs and doing the right thing to help them meet their goals."

Awards and Industry Recognition

Forbes

Top Wealth Advisors Best-In State
2023 • 2022
About John M. Friedman

Welcome

John M. Friedman believes that clients deserve an investment advisor whom they can trust. In an industry where there are many different types of financial relationships, he focuses on getting to know his clients' needs and doing the right thing to help them meet their goals. He has made it his mission to treat people fairly and be their trusted ally.
John specializes in offering a range of financial services to high-net-worth individuals and to those who are just beginning to build an investment portfolio. He considers himself to be down-to-earth and hardworking, and uses these traits when developing prudent portfolios for his clients. John derives satisfaction from his clients' investment successes and the referrals he receives from them. He considers each referral to be a compliment, and feels fortunate to maintain long-term and tightly knit relationships through generations of families.

Learn More

Insights

Outlook

Sell-off struggle: Do bears have unfinished business?

January 9, 2024Despite the headwinds, a world in transition may offer an attractive entry point for long-term investors.Read Now
Outlook

July 2023 Fed Meeting: Interest Rate Hikes Resume

January 9, 2024The Federal Reserve raised interest rates by 25 basis points in July 2023.Read Now
Economy

Quick shot: To hike or not to hike

January 9, 2024Central bankers are now tasked with balancing both the fight against rising prices and the need for overall financial stability.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.