RubinGoldman was formed in 1997 when two friends – Andrew Rubin and Andy Goldman – realized that they could better serve their clients by utilizing a team-based, multidisciplinary approach to financial advice, involving other, highly qualified financial professionals.
Today, RubinGoldman serves some of America’s most affluent families, helping them understand their complex financial condition and building thoughtful processes to help them meet their goals. Discussions include issues related to liquidity, the effect of taxation, multi-generational wealth management, social legacy, and addressing financial needs as they relate to taxes, risk and the customers’ goals.

Please Note:


Foremost in our minds at RubinGoldman and Associates is the health and well-being of our clients, employees and colleagues. We are continuously reviewing and assessing the recommendations and requirements of applicable state, local and federal authorities, as well as the World Health Organization and the CDC. Per their guidance we are implementing all necessary precautions and protective steps. 


Effective immediately RubinGoldman is working remotely, until further notice. We are open regular business hours (9:00 AM – 5:00 PM EDT) and everyone will be available and responsive for the entire work week. You may expect full and complete business continuity, delivered virtually.


As we monitor the coronavirus global pandemic, we want to assure our clients and friends that we are continuing to work for you. Since office closure was recommended by the Governor due to an escalation of current conditions, we have contingency plans in place. We are working remotely and leveraging our teleconferencing and video collaboration capabilities wherever we can. With these technologies, our advisors and administrative professionals can provide, uninterrupted, the same excellent client service that you have come to expect from us.  


Please do not hesitate to reach out to us with any questions or concerns. We remain committed to servicing your wealth management needs.


We hope that you and your loved ones are well, and we are here when you need us.