Consult with a Jewish Financial Planner

Choosing a financial planner is not only about credentials, charts, and investment strategies. It is about trust.

At Klyman Financial, we are proud to be a Jewish company. Our work is shaped by values that matter deeply to us: responsibility, integrity, family, stewardship, generosity, and planning for the future.

We understand that financial decisions are not made in a vacuum. They affect your family, your community, your ability to give, your peace of mind, and the legacy you hope to build.

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Get Guidance From a Jewish Financial Planner

Financial decisions feel easier when you have someone helping you see the full picture. Fill out the form below, and someone from Klyman Financial will reach out to understand your goals and see how we can help.

Yair and David Klyman of Klyman Financial

Why Work With a Jewish Financial Company?

For many people, financial planning is deeply personal. It is not just about growing wealth. It is about using money wisely, protecting the people who depend on you, supporting the causes you care about, and making decisions that reflect your values.

As a Jewish company, Klyman Financial understands the importance of responsibility across generations. We understand the weight of family obligations, the importance of charitable giving, the need for thoughtful planning, and the value of clear, honest guidance.

Our goal is to help clients make financial decisions with structure, clarity, and confidence.

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What Clients Say About Working With Klyman Financial

Rose Han – Educator

Jamie Hess – Media Personality

Kids College Fund Set up With Idle Money

Klyman Financial: Built on Trust

Yair Klyman’s path into finance did not begin on Wall Street. It began with responsibility.

First, as a lone soldier in the Israeli Defense Forces, he learned discipline, accountability, and what it means to be depended on by others. Later, watching his own family work its way out of significant credit card debt, he saw how deeply financial decisions can affect a family’s stability, confidence, and future.

Those experiences shaped the way he thinks about money. Financial planning is not just about investments. It is about responsibility, clarity, and helping families make decisions they can feel confident about.
Yair went on to learn the business from the inside, advising high-net-worth families, entrepreneurs, and business leaders at some of the largest financial institutions in the world. But over time, he saw too many recommendations shaped by what benefited the firm instead of what truly fit the client.

That is why he built Klyman Financial as an independent practice.
The goal is simple: give clients clear, thoughtful guidance that puts their financial future first. No confusion. No pressure. No one-size-fits-all advice.

Today, Klyman Financial is built around the same principles that shaped Yair’s story: discipline, independence, trust, and treating a family’s money with the care it deserves.

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In twenty twenty six, what it takes to protect and grow your wealth is different than what it took five years ago. Back then, a generic financial plan was enough to get you everything you wanted in life. But today, with rapidly volatile markets and overwhelming flood of conflicting advice and changing tax laws, even the most successful financial professionals just can’t keep up. It’s no longer about just working with your family’s guy, following generic advice, chat GBT, or being stuck with one size fits all solutions. It’s about having a proven process that aligns with your values to optimize every dollar and handle life’s changes with ease. So if you’re someone who has over a million dollars in assets or is earning two hundred and fifty thousand dollars or more and you feel like your adviser doesn’t understand you, you’re making money but you don’t know if it’s going to the right places, or you feel like you’re paying too much in taxes. Then I’ll show you how to keep your money safe from big losses, use smart money strategies that the ultra wealthy utilize, and optimize every single dollar. I’m Yair Kliman, founder of Kliman Financial, an IDF loan soldier veteran and proud advocate for the Jewish community. In the last ten years, I went from being broke to building a multiple seven figure a year business, where we help over twelve hundred high net worth families optimize and build their wealth using strategies that the top one percent have access to. Take Rose Han, for example, a money expert with over one million subscribers on YouTube. She was just hitting her stride making money, and we helped her with a better tax strategy to save her tens of thousands of dollars in taxes, as well as a full reconstruction of her life insurance policies. And Jamie Hess, a media personality with over a quarter million followers Instagram. I help take her finances to the next level by organizing and optimizing her portfolio, reducing her taxes, creating a structure that can scale with her ever increasing income. So if you’re someone who wants to protect your wealth, pay less in taxes, and stop worrying about every financial decision you make, click below to schedule a consultation or book a time on the webinar. But if you’re one of those people that wanna learn exactly how this process works, keep watching, and I’ll explain it in three unique steps. First, we’ll find out what matters most to you and your family. We’ll look at how you handle your money today and what you wanna achieve in the future. This is a deep dive to understand your values, how you view money, and what you really want in life. We’ll spot any risks in your current financial plan and find ways you might be paying too much in taxes. This helps us build a plan that actually works for you and your family. Next, we’ll create a plan that is customized to your specific lifestyle. We’ll show you legal ways to pay less in taxes, keep your money safe, and design clear strategies to optimize your wealth. And finally, we’ll put your plan into action, guiding you through each step with a strong foundation. We set proactive steps to manage your plan over time so it continues to align as your life changes. Through this process, you will feel more optimized and at peace knowing you have a clear strategy that can track in real time. As a family run business, you’ll be speaking directly with me or my father who helped me build this business from the ground up. Yes. We are not captive, meaning we can pick any product or investment that best fits your need. Unlike generic advice, we create a holistic plan that’s fully customizable to you. Everything depends on your values, your financial goals, and what you’re trying to solve for, and by the end of our call, for you to have clarity on the best ways to strategize. Honestly, you won’t know if we’re the right fit until we have a conversation. Every person is so different, and it matters so much for you to have a deep values based connection with your financial advisor. So if you’re serious about optimizing and building your wealth, book a consultation below or join our webinar. And if you mention this video, we will waive our thousand dollar consultation fee just for you. We look forward to meeting you and your family and adding value for generations.

Our Philosophy

Yair on why discipline beats prediction and how families can actually hold onto wealth across generations.

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Client Reviews

What Our Clients Say

Trusted by more than 1,600 clients, including families, entrepreneurs, and business leaders.

“Yair and his father are incredible. They genuinely care about your financial well-being and treat you like family. The advice they gave me changed my whole retirement outlook.”

David R.

Google Review

“We had a great experience working with Klyman Financial. From the start, they really took the time to understand our situation and what we were hoping to accomplish. They didn’t just offer generic advice, they actually helped us create a structure for our finances that made sense for both our short-term goals and long-term plans.”

Devorah W.

Google Review

“What sets them apart is their values. They don’t just manage money — they help you align your finances with what truly matters to you. Best decision I’ve made.”

Michael B.

Google Review

“From our very first meeting, I felt like I was in good hands. Yair explained everything clearly and patiently. The father-son dynamic adds such a warm, trustworthy feel.”

Rachel K.

Google Review

“Klyman Financial helped our family build a real plan for the future. They take the time to understand your goals. We couldn’t be happier with the results.”

Jonathan S.

Google Review

Testimonials shown are from current or former clients. No compensation was provided for these testimonials. The experiences described may not be representative of the experiences of all clients and are not a guarantee of future results.