Aker Advisors' Services

Led by Randy Kaufman, Aker Advisors serves as an independent wealth advisor. With Randy’s deep experience in wealth management at institutions large and small, and her legal background, Aker Advisors provides customized and personalized resources for high net worth individuals and families. Aker will:

Serve Families

Serve as the family consigliere, bridging communication, investment and financial management decisions across generations

Transparency

Provide independent, transparent and objective counsel — no products/services that drive decision-making

Leadership

Ensure access to some of the best minds in a variety of disciplines and provide the team leadership and direction needed to serve families

Strategy

Work with families to create strategic plans for lifetime and legacy planning

 
 
Picture of Randy Kaufman

Randy Kaufman

Randy Kaufman, formerly a corporate tax attorney and investment banker, is now a wealth advisor who prides herself on focusing on what matters most: clients’ peace of mind, family dynamics, and getting enough, not more. Randy is a passionate student of impact investing, strategic philanthropy, and behavioral psychology (while not a psychologist, she occasionally plays one on TV). She is dedicated to helping the underprivileged, and is a proud member of Acumen's advisory board. A thinker, learner, and pursuer of overarching truths, she is always eager to discuss big ideas about money, and its off-and-on associate, happiness.

 
ancient Egyptian columns

The Meaning Behind Aker

Aker Advisors’ name stems from the ancient Egyptian God, Aker. Aker was depicted by two lions. Egyptologists say that the lion on the left represents yesterday and faces West. The lion on the right represents tomorrow and faces East. Between them, a sun disc appears.

“…There is this moment which cannot be located in Time…I call it the Present moment…This… symbol…is the eternal Present Moment…the Present Moment is Eternity…The Present Moment is outside of Time.”

—Schwaller de Lubicz, Symbol and the Symbolic, 1951

Aker Advisors will help you evaluate your financial past and plan for your financial future—embodying the wisdom of Aker.

 
statue of the Egyptian god Aker

Aker’s Origins

One day, I came across a beautiful, understated gold pendant, fashioned in the style of an ancient Egyptian coin. Its surface depicted a lion, some ancient text, and the kind of off-center embellishments common to ancient currency.

Because I was drawn to the pendant’s image, I looked more deeply into what it symbolized. I learned that the lion represented the ancient Egyptian god Aker. Historically, Aker was depicted by two lions, facing away from each other, with a sun disc between them. The lion on the left, facing west, represented yesterday. The lion on the right, facing east, represented tomorrow. The sun disc symbolized the present moment — our common reality.

 

Learn To Grit With Grace Through These Recent Blog Posts

In Grit with Grace, Randy shows how to embody the 4 Gs — Grit, Grace, Growth and Gratitude — as an investor, and as a human being. In each post, Randy demonstrates the ways that the 4 Gs have contributed to a fulfilling personal and financial life, and hopes to spread this fulfillment to her readers.

➤ Grit With Grace

 

Contact

Schedule a no-obligation, 30-minute complimentary phone call with Randy to discuss your current financial situation, short- and long-term goals, and any other financial concerns you might have.