The Rivlin Group

Overview

The Rivlin Group is a family-owned and operated firm based in Owings Mills, United States.³¹⁰ It provides wealth management, tax expertise, technology solutions, and business advisory services.³ Its family-office practice supports clients seeking tax, accounting, wealth management, and related services, with discretion and fiduciary-oriented support.⁶

History

David Rivlin is a CPA with over 40 years of public service.⁷ Josh Rivlin began working at his father’s CPA office at age 15.⁷ David Rivlin’s IAPD registration through Cambridge Investment Research Advisors, Inc. is listed as “Maryland Investment Adviser Representative Approved,” effective December 5, 2016.¹ Joshua Michael Rivlin’s registration through the same firm is also listed as “Maryland Investment Adviser Representative Approved,” effective December 5, 2016.²

Leadership

David Rivlin is identified as a CPA.⁷ Josh Rivlin is identified as “Wealth Manager and Partner with The Rivlin Group.”⁷ Jonathan Rivlin, CPA, builds cloud-based integrations for clients.⁸ He serves as Secretary on the Board of Directors of the Maryland Society of Accounting and Tax Professionals.⁸ Myra Yumul is an accountant with nearly 20 years of experience across multiple industries and accounting firms.⁷ Joselito Muhi is identified as a Financial Close Specialist, Accountant and Consultant, Internal Auditor, and Instructor.⁷

Services

The firm’s listed service areas are accounting, wealth management, tax preparation, and family office services.⁴ Its accounting work includes designing and implementing cloud-based accounting systems, automating repetitive tasks, establishing internal controls, and supporting team collaboration.⁵ The firm says this work helps businesses, families, and communities turn financial data into decision-making information.⁵ Its business concierge accounting offering supports payroll, insurance, profit and loss, overhead, investor relations, risk management, bad-debt reserves, capital raising, and multistate tax matters.⁹

What the firm offers

• Tax planning
• Trust and fiduciary
• Administration and bill pay
• Risk and insurance

Client focus

The firm targets business owners and high-income and high-net-worth families and investors.³ It limits the size of its family-office practice to focus attention on client needs.⁶

FAQs

Related resources

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  CapitalGainsTax.com explains how capital gains taxes can affect investment sales, business interests, and family wealth transfers. Its planning guides give a business owner or affluent family questions to raise about timing, trusts, tax planning, and coordination with accounting or wealth management services.

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• GuideOutsourced CIO vs multifamily office

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  Family Office Research, LLC, Acadia Family Office, and Verdence Capital Advisors offer additional names to review when researching firms for affluent families or business owners. Comparing their stated services, client focus, and regional presence with The Rivlin Group can help clarify which questions to ask about tax, fiduciary, insurance, and administration support.

Sources

1. IAPD: David Mitchell Rivlin , accessed/as of 2026.
2. IAPD: Joshua Michael Rivlin , accessed/as of 2024.
3. The Rivlin Group: About , accessed/as of 2026.
4. The Rivlin Group: Services , accessed/as of 2026.
5. The Rivlin Group: Accounting , accessed/as of 2026.
6. The Rivlin Group: Family Office , accessed/as of 2026.
7. The Rivlin Group: Team , accessed/as of 2026.
8. Jonathan Rivlin , accessed/as of 2026.
9. Business Concierge Accounting , accessed/as of 2026.
10. The Rivlin Group homepage , accessed/as of 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.