Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. 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.
Safe Port Team
Michael Buxbaum, CFP®
President | Financial Advisor
Gary L. Porter, ChFC®
Founding Member
Alex Buxbaum, CIMA®
Financial Advisor
Joyce McCarthy
Financial Assistant
Mary Porter
Client Account Assistant
Jae Diego
Retirement Plan Assistant
Jeana Markowitz
Client Relations Manager
Jeannie Buxbaum
Social Coordinator
Our Broker/Dealer
Our broker/dealer is Commonwealth Financial Network. Why should this matter to you? Because in this business, a broker/dealer equips the advisors with all of the tools and resources needed to run a successful practice. In other words, if we didn't choose a top-notch broker/dealer, we would be limited in our ability to serve you. Fortunately, our award-winning broker/dealer is widely recognized as the leader in the independent broker/dealer space. We are proud to partner with them.