We are different from other financial advisors.
At Acorn Asset Management we primarily enjoy and focus on working with individuals, families, small businesses and professional practices.

We strive to handle all our client financial needs, including both taxes and financial well-being. Our breadth of service allows us to keep the full range of financial well being in mind for you.

It is because of this difference in approach that I have enjoyed being in the profession for more than twenty-five years.

Annie Hung, CEO

The Acorn offers clients a single place to meet all their financial needs.

Backdoor Roth IRA

A Backdoor Roth IRA is a strategy allowing people not qualified for a Roth IRA to be able to do so.

401K Plans

Usually sponsored by a company, employees contribute from each pay check to their 401k account. Employers often match contributions.

403(B) Plans

This is a Defined Contribution Retirement Plan for government agencies and tax-exempt organizations.

529 Plans

Named after Section 529 of the Internal Revenue Code these plans help save for college tuition while offering some tax saving advantages.

Estate Planning

Estate Planning is the process of deciding how my assets are to be distributed after my passing, often reducing tax liabilities.

Strategies for Immigrants

It may be an exciting journey, but it often comes with financial challenges, We can help you optimize your strategy.