Jersey Shore Financial Advisors, LLC

I am dedicated to working with new widows/widowers who are looking to: understand & organize their new financial lives; evaluate & prioritize financial decisions; and establish a financial life plan to live forward without fear. 
I do not work for an insurance company or investment firm. It’s just me and you. In fact I will put in writing that I am a fiduciary and will put your interests first. I can differentiate my firm vs most others in that I charge on a fixed-fee basis for financial planning. A one-time, advice only financial plan costs $5,900. I do not require you to hire me to manage investments for us to work together. For ongoing financial planning with or without investment management, minimum fee: $8,000 maximum (for most situations) fee $20,000. Your net worth is our proxy for complexity so for those with net worth exceeding $6 million your fee may be higher. Although my office location is in Eastern Monmouth county, New Jersey I can work remotely with clients regardless of location.
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Advisors at this Office

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This Office

55 N Gilbert St Bldg 3 Suite 3103 Tinton Falls, NJ 07724 Phone: (732) 229-7489

Primary Office

55 N Gilbert St Bldg 3 Suite 3103 Tinton Falls, NJ 07724 Phone: (732) 229-7489

Other Offices

By appointment only 999 Riverview Drive Totowa, NJ 07512 Phone: 732-229-7489
By appointment only 33 Wood Avenue South Iselin, NJ 08830 Phone: 732-229-7489
By Appointment Only 100 Overlook Ctr Princeton, NJ 08540 Phone: (732) 229-7489