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The Appeal of the
Hometown Feel
I
t’s not every day that a suburban financial advising firm makes the
cover of Financial Planning Magazine, but Botkin Family Wealth
Management is not your everyday firm.
In the past year, since the family left one of the largest brokerages
in the region to work for themselves in Peters Township, Les, Sara and
Lester Botkin have not only been helping families plan their futures
locally, but they’ve helped countless others through their appearances
in features of the Wall Street Journal and Reuters News Service.
“We’re really welcoming, accessible and homey,” said Sara Botkin,
president. “Our office is unique, and people just pull into the parking
lot and stop in. It’s not intimidating [like going to] the 19th floor in
some high-rise where you have to pay to park.”
Not only are the Botkin