About Us
Building Generational Wealth, Together
Klyman Financial is a father-and-son firm in Midtown Manhattan. We help families plan, invest, and pass on what they’ve built with an emphasis on teaching the why behind every decision, not just handing over a recommendation.
Featured In
Fox News • Yahoo News • Apple News • HuffPost
Our Story
Yair Klyman didn’t come to finance from a trading desk. He came to it from two formative experiences: serving as a lone soldier in the Israeli Defense Forces and watching his own family climb out of credit card debt. The first taught him discipline. The second taught him how much weight money decisions carry inside a family.
He started Klyman Financial on a straightforward conviction: that most people get sold products when what they actually need is a plan they understand. So he built the firm around education first: clients should be able to explain their own strategy, not just trust that someone else has one.
Soon after launching, Yair brought in the person who’d shaped his own thinking about money: his father, David. With decades of experience advising families, David made the practice what it is now: a genuine son-and-father team where one generation’s discipline meets the other’s perspective.
Today, Klyman Financial works with more than 1,600 clients, including founders, professionals, and families building something meant to outlast them.
Meet Our Team
A son-and-father team building wealth strategies around real family goals and not off-the-shelf products.
Yair Klyman BFA™
Co-Founder & Financial Strategist
Yair works with growth-minded professionals and mid-to-high-net-worth families who want their success to outlast their careers. His focus is turning a strong income into lasting family wealth and making financial literacy something the whole family shares, not a black box one person controls.
- Founder of Klyman Financial
- IDF veteran
- Host of the Resilient Riches podcast
- Featured in Fox News, Yahoo News, Apple News, and HuffPost
David Klyman BFA™
Co-Founder & Financial Strategist
David partners with his son Yair to help families work through financial obstacles and build long-term security. After decades in the field, his approach is relationship-first: he’d rather a client fully understand three good options than nod along to one.
A resident of Englewood, New Jersey, David is originally from Canada and is a proud father of six and grandfather of five. Outside the office he’s an avid sports fan, usually watching a game with family or friends. His insights have been featured in outlets including HuffPost and Chicago Public Radio.
Maayan Gordon
Strategic Advisor
Maayan helps Klyman Financial reach more families with clear, trustworthy guidance. A five-time founder who has built media platforms reaching 2.3M+ people, she works with the team on brand strategy, education, and digital growth, bringing a builder’s view of how technology and trust can scale access to good financial advice.
- 5x founder and business builder
- Advisor to founders and growth-stage companies
- Built media platforms reaching 2.3M+ people
- Specialist in digital strategy and audience growth
Ben Taragin
Office Manager & Financial Coach
Ben keeps the client experience running smoothly and is often the person that clients talk to first. As Office Manager and Financial Coach, he coordinates day-to-day operations and walks clients through the fundamentals, keeping people organized and clear-headed as they work toward longer-term goals.
Values
Our Core Values
Here is what guides our work in practice:
1
Family & Community
We’re a family firm and we treat client relationships the same way: for the long haul, not the transaction.
2
Integrity
We tell clients what we’d tell our own family, including when the honest answer is “don’t do that” or “you don’t need this.”
3
Generational Thinking
We plan in decades, not quarters. The test of our work is whether it still holds up for your kids.
4
Education First
A good plan you don’t understand isn’t a good plan. We’d rather you leave a meeting able to explain it than just reassured.
Our Promise
Why Clients Trust Klyman Financial
There’s no shortage of firms that will manage your money so here’s what tends to make people stay with us:
A family-led firm built on long-term relationships. You work with the same two people, Yair and David, not a rotating bench of employees.
Strategies built around your goals, not a product menu. We start from what you’re trying to do, then figure out what fits.
An education-first approach. We explain the reasoning until it’s yours so that you can make confident decisions even between meetings
Our Office
675 Third Avenue, Suite 920
New York, NY 10017
Mon–Fri: 8:00 AM – 5:00 PM | Sun: By Appointment