Mr. Rosenfarb serves as a Transition Architect, thoughtfully designing a plan for owners to maximize the after-tax value of their company, achieve financial security and maintain family harmony. Equally importantly, he assists in the restructuring and deployment of a family’s human and financial capital with the ultimate goal of maximizing prosperity.
In addition, Mr. Rosenfarb operates Freedom Wealth Advisors a multi-family office recognized by The CPA Wealth Provider for innovation in financial planning. Noah’s holistic approach to wealth management helps clients feel more comfortable, confident and secure about their financial future, thereby meeting the firm’s vision of Financial Freedom.
Prior to creating Freedom, Mr. Rosenfarb was Partner at a CPA firm that went on to merge with Marcum, LLP. He began his career there by helping business owners increase income, profits, cash flow and the value of their companies. He accomplished this by co-creating strategic business plans and developing and implementing performance based compensation systems.
Clients relied on Mr. Rosenfarb to provide negotiating strategy and guidance for merger, acquisition and divestiture activity. He applied these same principles to help his firm grow from $2.5MM and 12 people when he joined the firm to $15MM and 70 people when he left 9 years later.
Mr. Rosenfarb has testified in numerous courts as an expert witness and has lectured on technical topics such as business valuation, exit planning, personal productivity, investments, estate planning and family office services. He is the author of EXIT: Healthy, Wealthy and Wise.