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Financial Planner



We are independent, financial planners located in Riverdale, NJ. We offer financial planning, fiduciary services to high net worth families and individuals. 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 comprehensive financial plans 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.

Learn More



Welcome to our new website! If you would like to learn more about our team of CERTIFIED FINANCIAL PLANNER™ professionals, click here.
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Financial Advisorsis a registered trademark of HIGHLAND Financial Advisors, LLC. Disclosures: This website may contain links to articles or other websites that have the quotes or opinions of other individuals, professionals, businesses, or organizations that are not directly endorsed or affiliated with HIGHLAND Financial Advisors, LLC. Information on this website or a linked website should always be discussed directly with a professional advisor before it is considered actionable advice. Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness.