Fee-only Financial PlannerFee-only Financial Planner in NJBuilding A LegacyIndependent Wealth Management

Fee only Financial Planner



We are independent, fee only financial planners located in Riverdale, NJ. We offer financial planning, 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 financial 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 million and appreciates the value of comprehensive financial planning. We offer our services to individuals, business owners, executives, families, and all types of professionals in many different industries all over the country.

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.

HIGHLAND News



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