MOLOTSKY TAX ADVISORY GROUP, LLC

Overview

Molotsky Tax Advisory Group, LLC is an independent registered investment adviser structured as an LLC that focuses on financial planning and portfolio management for individuals and small businesses. The firm is owner-operated and positions itself as a tax-aware adviser; that emphasis shows through its product mix and use of annuities alongside traditional investments. Fee arrangements are flexible and include a percentage-of-AUM option plus hourly and fixed-fee work, which aligns with advisory and planning engagements. Investment activity is equity-centric: the majority of client assets sit in exchange-traded equities, and the firm shows a clear preference for equities as the primary building block of client portfolios. Molotsky Tax Advisory Group, LLC does not operate as a capital allocator to other managers and is not classified as an active ESG investor or a multi-state adviser. Its business also lists an industry affiliation with an insurance company, reflecting the integration of insurance and annuity solutions into client plans.

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