About Us
If you want to build true resilient riches – a lifestyle and financial plan that will withstand the test of time – you need to create a financial literacy and value system to pass down to future generations. This ensures your wealth will grow far into the future.
The Klyman Family has coached people for years on how to thrive, whatever their situation, by creating financial plans that speak to you and your family’s needs. You will build resilient riches while putting your money to work for you and securing your legacy for generations to come.
We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future. We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you.
As Seen On:
As Seen On:
Company
Whether you are investing to build wealth, protect your family or preserve your assets, we offer personalized service that focuses on your needs, wants and long-term goals.
We do not have any prepackaged solutions so each client is unique. We work with you to really discover your values so we can ensure your riches become and stay resilient, and work for every aspect of your life.
We have years of experience in financial services. We can help you address today’s needs and those for many years to come. We look forward to working with you.
Yair Klyman
I’m the Founder of Klyman Financial, a Financial Strategist and Israeli Defense Force veteran who is passionate about helping mid-high net worth individuals find their way to generational success.
I do this through Resilient Riches where I teach ambitious and successful professionals how to take what they’ve built in their careers and transform it into true generational wealth by incorporating financial literacy as a core value in their lifestyle.
I’ve been featured on Fox News, Yahoo News, Apple News, and Huffington Post among others and host the Resilient Riches podcast. I’m also an avid traveler and am most proud of the charities I built that have become thriving nonprofits that are helping dozens of people in need everyday.
David Klyman
When my son Yair opened Klyman Financial, I decided to partner with him to start a family business and help other families overcome obstacles and grow and thrive.
Our priority is building relationships with clients so they can reach their financial goals and become knowledgeable about financial matters because we’ve seen and experienced firsthand how important this is and how it can change families’ lives.
We know how difficult it can be to find someone
who can help by really understanding an individual family’s needs and we wanted to change that.
A resident of Englewood, New Jersey, I hail from Canada and am a proud father of six and grandfather of five. I am also an avid sports fan, excited all year round to watch games with my family and friends. I’ve also been featured on Huffington Post and Chicago Public Radio.
Our Approach
Klyman Financial, a son-father business, is committed to helping you meet your financial goals at every stage of your life.
- We offer the same level of service whether you're worth fifty thousand or fifty million.
- We understand you, your values, and your goals, and ensure your financial plan is fully aligned.
- We want to help you have a smart place to get money from when you need it.
- We help you make the hard decisions.
- We seal our deals with a handshake and a hug.
- We treat you like family because we are a family business.
- We make you our business.
- We want your money to last as long as you do (and have just as much fun!).
