Putting Your Needs First

We are an independent Registered Investment Advisory firm based in Wayne, NJ, serving high-net-worth families and individuals nationwide since 1987. Our objective is to simplify your financial life, help you achieve your goals, protect your family and lifestyle, and plan your legacy. We do this through a team approach that emphasizes our fiduciary duty to always act in your best interest. And as a fee-only firm, you can rest assured that we do not receive commissions—we are paid only by you for the services we provide you.

Our Team

We offer a team approach to your finances and investments. Though you will work with a primary wealth advisor, you also gain the benefit of not just one person’s viewpoint but the collaboration and creativity of a team dedicated to helping you succeed in all that you desire.

Reed C. Fraasa, CFP®, AIF®, RLP®

Founder, Wealth Advisor

 

Edward J. Leach, CFP®, MBA

Partner, Wealth Advisor

 
 
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Richard Anderson

Portfolio Analyst & Trader

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AnnaMarie Mock, CFP®

Financial Planner

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Sabrina
Maggi, CFP®

Operations Associate

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Lauren
Libert

Client Relations Associate

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Diana Heitmann,
QPA, QKA

Retirement Plan Administrator

 
 

Our Firm Advantage

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A Team Approach

We work with you as a team to ensure continuity in financial planning.

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Technology

You can access your finances whenever and wherever you choose.
 

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Online Advising

Our advisors can meet you wherever you need us, whether that is online or in person.

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Education

We spend all the time you need to understand concepts, breaking down complex subjects into plain English.

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Fiduciary

As fiduciaries, we have taken an oath to put your interests ahead of our own—always.

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Transparency

We receive no commissions—our compensation comes from you for the work we do for you.

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Research Driven

We draw on research to build well-diversified portfolios for the long term.

Take The First Step

Our goal is to help you sleep well at night, knowing you have clarity about your options and confidence in your financial direction. If you want to see how we can work with you to achieve this, send us your email and we’ll reach out. We’ll ask some quick questions to learn more about you and offer ways we can help.

Memberships and Alliances