Kaplan Financial Advisors, LLC

Kaplan Financial Advisors, LLC is a Fee-Only financial planning and investment management firm located in Berkeley Heights, NJ. We work with clients across NJ, the US and overseas. We're located about 1 hour by car or train from Manhattan. We have over 30 years of professional investment experience. We opened our doors in 2004.

Our clients tend to be "delegators" who need professional input in all areas of financial life. We review all areas of a client's financial life to make sure there is no stone left unturned. We provide a comfortable, relaxed environment that supports open dialogue. 
Our clients include single women (divorced, widowed), couples and families. Our average client has at least $1.5 million of investment assets. 

We utilize Dimensional Fund Advisors funds to provide low-cost, high-quality investment vehicles for our clients. Together with our planning tools and resources, the result is a seamless, water-tight approach to financial planning and investment management that gives our clients the highest probability of achieving their goals for the reasons that are important to them. 

Please see our website for more information: www.kaplanfinancialadvisors.com. You'll find a monthly blog on topical matters, and a detailed profile on the firm and its founder, Eve Kaplan. We can be reached by email (Eve@KaplanFinancialAdvisors.com) or phone: 1-908-898-0549

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This Office

52 Plymouth Dr Berkeley Heights, NJ 07922-2344 Phone: (908) 898-0549 Fax: (908) 898-1645

Primary Office

52 Plymouth Dr Berkeley Heights, NJ 07922-2344 Phone: (908) 898-0549 Fax: (908) 898-1645