Eve Kaplan, CFP®
Eve Kaplan
Kaplan Financial Advisors
52 Plymouth Drive
Berkeley Heights, NJ 07922 USA
Work 908-898-0549
Schedule a Consultation
Independent Financial Planning in Berkeley Hills, NJ
Best Financial Advice in Berkeley Heights, New Jeresey

Fee-Only Financial Advisor in Berkeley Heights, NJ

We live in an increasingly complex world when it comes to making financial and investment decisions . We help you manage this chaos with prudent advice in all areas of your financial life. As a Fee-Only Advisor, we adhere to a Fiduciary Oath that puts your needs before our own at all times. Our detailed planning focus puts you on the right financial track before and during retirement. We specialize in investment management, tax planning, estate planning and insurance issues without product sales or split commissions. If products or services (e.g. insurance, estate planning) are needed, we rely on a circle of trusted professionals to create and manage tailored solutions. We have 30+ years investment experience; we utilize high-quality, low cost mutual funds, including Dimensional Fund Advisors, to diversify/reduce investment risk. We also use tax minimization tools and invest in tax-advantaged funds to save our clients money.  Click here to watch Eve discuss women and financial planning issues with the WSJ.   Click here to read our most recent monthly newsletter.

 


Our Value to You

High marks from current clients (independent audit)
CERTIFIED FINANCIAL PLANNER™, strict Fiduciary standards; attain financial peace of mind
Dimensional Fund Advisors funds
2nd Opinion portfolio check-ups
Fee-only (no products sold); objective, unbiased advice
30 years US/international investment experience

Single Women


Couples & Families


Intimidation-free financial planning:

Reduce stress caused by insufficient time or expertise
Clear guidance without jargon
Professionals and widowed women: $1-5 million investment assets
Work on issues unique to women
 

Combining analytics with an intuitive approach:

We work with couples to reduce divisive financial issues
Educational support for the non-decision-making spouse
Typical clients: $1-5 million investment assets
 



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