Evan Kaplan's Contact Details

Evan Kaplan's Company Details

Daintree Advisors LLC

Boston, MA, US • 20 - 49 Employees
Financial Services

Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations.Our advice, comprehensive oversight, and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a client's financial life, including attorneys, tax advisors, financial planners, and investment professionals. This approach to advice and service along with our private partnership business model have made us one of the premier investment advisors in the country, and a desired home for talented and passionate financial advisors who seek to serve clients the proper way. https://ceritypartners.com/award-disclosures Cerity Partners LLC reserves the right, to the extent permitted under applicable law, to retain and, monitor all electronic communications. Cerity Partners LLC is not responsible for content posted by third-parties, and does not accept any endorsement, recommendation, or like statement made by third-parties. Third-party content shared, liked, or commented on by Cerity Partners LLC should not be construed as a recommendation of any kind, and is deemed reliable but not guaranteed as to its value, accuracy, or suitability with respect to any person. Statements and messages are subject to the following terms: https://ceritypartners.com/terms-and-conditions/