Broker Check


At Krim Associates  we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Estate Planning
  • Business/Succession Planning
  • Retirement/Pension
  • Investments/Insurance 

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.


David Scher, CFP®

Senior Financial Advisor



David is a senior financial advisor that specializes in wealth management, estate planning and insurance planning for professionals, executives, successful business owners and retirees. His approach incorporates a comprehensive...

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Jonathan Peters

Senior Financial Advisor


Jonathan Peters is a Senior Financial Advisor at Krim Associates with over 30 years of experience in the Financial Service Industry. Currently holding many FINRA registrations including the Series 7 (General Securities), Series 24...
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Scott Krim, CPA

Principal, Krim Associates


Scott Krim is a principal of Krim Associates. For 17 years he has specialized in working with closely held businesses, top executives and successful professionals, high net worth individuals and families. His background includes four...
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Robert W. Davis, CFP®

Certified Financial Planner Practitioner, Krim Associates


Robert W. Davis is a Certified Financial Planner Practitioner with Krim Associates. Robert works with individuals, business owners and executives in the areas of: Estate Tax Reduction Strategies, Business Succession/Continuity Planning...
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