Expertise you can trust. Relationships you can count on.

Founded in 1934, Davie Kaplan has been guiding Rochester businesses and families for over three generations. We have been recognized as one of the Best Companies to Work for in New York by the Best Companies Group, and we’ve been named a Top Place to Work by the Rochester Democrat & Chronicle.

Our firm has experienced, well-trained professionals who provide the highest quality service to our clients. We prioritize continuous learning, flexible work and giving back to our community – placing people at the heart of everything we do. Meet our team.

We become partners with our clients – guiding your family and your business toward your financial goals, with clear lines of communication and unmatched levels of service and support.

Learn more from our leaders

Hear from our team of CPAs and wealth advisors on our blog