Service Lines: Wealth Management Education: BS in Business Administration, UNC Chapel Hill JD Emory University Professional Involvements: Massachusetts, FL, NY, and NJ Societies of CPA’s American Institute of CPA’s

About > Management Team >

Harvey Aaron, JD, CPA/PFS, CFP

Vice President and Director of Tax Services

Office Phone: 617.559.4484
Location: Newton, MA
baaron@thebravergroup.com

Harvey “Buz” earned a BS in Business Administration from the University of North Carolina at Chapel Hill with specialization in accounting. Postgraduate work includes a JD with emphasis in taxation from Emory University, Atlanta, GA.

Mr. Aaron began his career in public accounting with the international firm of Spicer and Oppenheim in New York, NY, where he earned his CPA designation. From there he moved to Arthur Andersen and Co. where he served as a senior tax associate. Mr. Aaron continued his career at Owen Financial Corporation, a merchant banking organization based in West Palm Beach, FL, where he was vice-president of Taxation. He joined Tandem Financial Services, Inc. (now Braver Wealth Management LLC) in 1997. Mr. Aaron has been published in the Massachusetts, Rhode Island and Ohio Lawyers Weekly newspapers. He is a member of the American Bar Association, the State Bar Associations of New York, Georgia and Massachusetts, the American Institute of Certified Public Accountants, the New York, New Jersey, Florida and Massachusetts Societies of CPA's, and the Financial Planning Association. Mr. Aaron is married and resides in Newton, Massachusetts.