Trusted by growing E-commerce & SaaS companies | 7+ years experience | US GAAP & international expertise
Trusted by growing E-commerce brands & SaaS companies I 10+ years experience I US GAAP & international expertise
01
A proven record of dedicated service and client success
Results by the Numbers
15+
Years
of Experience
98%
Client Satisfaction
Rate
$50M+
Assets
Under Management
120+
Clients
We Help Annually
02
Our Services
We provide precision advisory and accounting solutions to optimize your financial health and business performance
About Us
At Malkow & Breid, we believe financial advice should be both effective and easy to understand. We are a team of experienced financial experts who use today's best technology to serve our clients better. Our goal is simple:
to provide the guidance you need to make confident financial decisions.
03
Meet Your Financial Partners
Veronica Breid,
CFP®
Co-Founder & Principal Consultant
With over 15 years of experience as a Certified Financial Planner (CFP®), Veronica is dedicated to making financial expertise accessible and understandable. She excels at translating complex data into clear, actionable strategies, ensuring her clients feel empowered and confident in their decisions.
"Guiding your financial journey with clarity and purpose."
Andy Malkow, CFA®
Co-Founder & Principal Consultant
As a Chartered Financial Analyst (CFA®), Andy is the driving force behind our innovative, tech-forward approach. He is passionate about leveraging data to identify unique opportunities and mitigate risks, building efficient, high-performing portfolios that are perfectly tailored to each client's long-term goals.
"Smarter technology for a more secure future."
04
The Advantage of Clarity
This is how our approach benefits you
Clearer
Recommendations
We translate complex data into simple, actionable advice you can understand and trust.
Efficient
Planning
Our technology streamlines the planning process, saving you time while improving accuracy.
Personalized Support
You always have a dedicated expert to talk to, ensuring your plan is perfectly suited to your needs.
05
Hear from Our Clients
Lee Berger
"The process was so straightforward. They presented a clear plan that made sense, and the results have been excellent."
Arnold Hade
"The process was so straightforward. They presented a clear plan that made sense, and the results have been excellent."
Ella Glazer
"The process was so straightforward. They presented a clear plan that made sense, and the results have been excellent."
David Tarpin-Lyonnet
"The process was so straightforward. They presented a clear plan that made sense, and the results have been excellent."