Fee-only Financial Planner
We are independent, fee-only financial planners located in Riverdale, NJ. We offer wealth management, fiduciary services to clients locally and nationwide. As CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, our team of advisors improve our clients' lives by discovering their goals and creating a personalized plan to reach those goals. Whether we are creating wealth management solutions or managing investment portfolios, our objective planning process explores ways for you to use your money to make a life instead of using your life to make money.
Who Do We Serve?
Our typical client has a net worth of over $1 milllion and appreciates the value of comprehensive wealth management. We offer our services to individuals, business owners, executives, families, and all types of professionals in many different industries.
Our office is surrounded by Wayne, Kinnelon, Franklin Lakes, Wyckoff, Pequannock, Mahwah, Oakland, Ridgewood, Allendale, Mountain Lakes, and Montville, NJ and these counties: Morris, Passaic, Bergen, and Essex.
Welcome to our new website! If you are having trouble navigating its new features or finding specific information, please call us at 973-557-2933 ext 6 and we would be happy to assist you.
If you are a current client and would like to login to your private client portal (Client View), please scroll to the top of the page and click the button labeled "Client Login" located to the right of our logo . If you would like revieve our weekly wealth management email, including news, updates, and more