Kooman & Associates

About Kooman & Associates

<p>Built around its “Transformative Wealth Process,” Kooman &amp; Associates takes a planning-first approach that ties day-to-day decisions to long-term goals.</p> <p>Founded in 2011, the firm is headquartered in Altoona in central Pennsylvania and works with clients in Arizona, Florida, New York, North Carolina, Pennsylvania, South Carolina, and Texas. As of 2026, Kooman &amp; Associates reports $0.5B in assets under management.</p> <p>Kooman &amp; Associates provides financial planning, portfolio management for individuals, small businesses, and institutional clients, and pension consulting. The firm also offers 3(21) fiduciary support, helping plan sponsors document recommendations and investment-related decisions as part of their retirement plan oversight.</p> <p>What sets the firm apart is its structured process and hands-on collaboration, with straightforward advice and clear evaluations rather than one-size-fits-all plans.</p> <ul> <li>Financial planning for individuals, families, and business owners</li> <li>Portfolio management for individual, small business, and institutional clients</li> <li>Pension consulting services</li> <li>3(21) fiduciary services for retirement plans</li> <li>Works with clients across multiple states, including PA, FL, TX, and NY</li> </ul>

Website: https://www.kooman.com/

Founded: 2011