Davidov Financial was created out of concern for the absence of quality advice in the financial services industry and the lack of coordination between estate, tax, retirement income, and risk management planning. Michael Davidov, Esq., CFP® formed Davidov Financial to address these five key areas and create one of the most dynamic financial services firms in the industry.

Meet Our Team

Michael Davidov, Esq., CFP®

Certified Financial Planner and Estate Planning Attorney



Michael Davidov leads a successful and fast-growing financial planning practice that delivers comprehensive wealth management services. Michael, a lawyer as well as a Certified Financial Planner™ practitioner (CFP®), has been...

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Ilana F. Davidov, Esq.

Estate Planning Attorney



Ilana F. Davidov is the founder of Davidov Law Group and an award winning estate planning attorney. Her warm approach and her commitment to helping families protect themselves and their families is evident in every interaction. She has...

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Brian Orenstein

Client Services Associate



Brian is a customer service associate and interfaces daily with our clients and our custodian, TD Ameritrade Institutional.  In his role, he is responsible for new account setup, account transfers, rollover processing and operational...

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Audrey Bernhardt, Esq.

Trust and Estate Administration Attorney



Audrey Bernhardt is an attorney with considerable experience in the areas of elder law and trusts and estates. She earned her J.D. at Benjamin N. Cardozo School of Law, Yeshiva University and graduated from Boston University, B.A., cum...

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