Meet

Comprehensive Financial Guidance, Simplified

Your financial success is about the life you’ve built and the legacy you’ll leave behind. You have spent years making smart decisions, allowing you to enjoy the financial freedom to pursue what matters most. At Building Financial Solutions, we bring a unique combination of experience and excellent communication to guide your wealth across generations. We specialize in simplifying the complex and helping you maximize your time and wealth. With a comprehensive, thoughtful approach, we provide clarity and confidence, so you can focus on what you’ve worked so hard to enjoy—today and for years to come.

Get Wealth, Tax, and Legal Guidance in One Place

With us, you don’t have to work with multiple advisors—we bring a combination of wealth, legal and tax credentials to create a focused, coordinated strategy. We’re here to ensure that each piece of your financial picture works together to guide you to your goals with precision.

No More Guesswork—Just Clear, Direct Guidance

Comprehensive Credentials to Guide Your Complex Financial Life

Our team holds a range of credentials, including the CFP® designation, CPA/PFS designations, J.D., and LL.M. in Taxation. This means we offer a depth of financial, tax, and legal insight for you to benefit from. Our clients trust us because they know they’re working with a team that has the experience and education to navigate even the most complex financial situations.

How We Work

Deliver 360° Expertise

We bring a unique combination of wealth, legal and tax credentials into many conversations. This enables us to knowledgeably guide our clients’ investment and financial decisions with insights from every angle.

Coordinate and Collaborate

We lead and collaborate with our clients’ advisors. From tax and legal to financial professionals, we speak their language and provide strategic leadership in matters that concerns our clients’ wealth.

Keep People Our Priority

Making time to connect and engage with clients is a top priority. Our clients know because of our accessibility, responsiveness, and strong communication.

Bridge the Generational Gap

We work closely with clients and their families to build lasting legacies, guiding intergenerational wealth transfers with care and insight.

Meet the Team

Danielle Gruber Botkin, Esq.

Operations Manager

Matthew I. Botkin, CFP®, CPA/PFS, J.D., LL.M. (Tax)

Wealth Advisor, CEO/President

About Avantax

Through our partnership with Avantax, we gain access to an extensive network of resources and support to better serve your needs. This collaboration ensures that you receive personalized, tailored strategies that simplify complex financial decisions while maximizing your wealth and minimizing tax liabilities.

Learn About Avantax

Plan & Grow Your Wealth

Whether you’re moving into distribution or building your legacy, the support of a truly comprehensive, credentialed professional can help you make more time for what you want to do. Schedule a meeting to see how we can help you.

Are You Ready?

Plan

Our team works with individuals, multi-generational families, and business owners to help them pursue their goals.

View Our Clients

Begin

Our comprehensive planning approach incorporates wealth, estate, and tax perspectives to guide your wealth.

See How We Help

Grow

We offer a range of tailored solutions to simplify your finances and guide you with precision to a better life and legacy.

Explore Our Solutions