Kaplan Financial Advisors is a Fee-Only Financial Planning and Investment Management firm in Berkeley Heights, NJ. Eve Kaplan, a Certified Financial Planner(R), opened our doors in 2004. We work with clients throughout New Jersey and nationwide. Our typical clients are individuals and families with a minimum of $1.5 million of investments. We provide retirement planning, investment planning and management services, insurance planning, estate planning, gifting strategies, executive compensation analysis and tax planning. We work together with insurance agents, CPAs and attorneys to provide our clients with the best advice available but we do not benefit in any way from doing so. We specialize in working with women. We’re honored to be designated a “Five Star Professional Wealth Manager,” 2016-19.
We welcome new clients. Please contact us if you’d like to learn more about our services. Please note we take privacy issues very seriously. Your inquiry is confidential and we will never make your information public.
We adhere to a Fiduciary Oath that puts our clients’ needs before our own at all times. We take a 360 degree view of planning and investments. By working closely with our clients, we replace uncertainty and chaos with prudent investment management and financial planning principles. This gives our clients peace of mind. We have over 30 years of professional investment experience.
We design low cost, high quality portfolios that are integrated with client needs for both growth and income. We rebalance regularly and adjust client portfolios as their needs change. Click on “Learn More” for detailed information.
We leave no stone unturned. We help transform chaos into order for our financial planning and investment clients by assembling a step-by-step plan of action. Each client has his or her own financial road map which outlines the best approach toward estate planning, insurance, investment design, tax minimization, executive compensation or other relevant areas.
Why Fee Only?
Our Fee-Only approach to planning and portfolio management is not clouded by product sales or split commissions.We charge a percentage on the investment assets we manage to cover detailed financial planning and investment management. Our fee structure is transparent. The Fee-Only model is a perfect fit with our Fiduciary Oath to put our clients’ needs before our own at all times.
From the Blog
Create PDFPrintBy Eve Kaplan, Certified Financial Planner™ The investment world is a confusing, opinionated and noisy place. Here are 2 classic investment mistakes that are very common: 1) trying to time markets and 2) stock-picking your way to investment success. Mistake One: Thinking You Can Time Markets (And Do Better Than the Average Investor) Markets […]
Create PDFPrintBy Eve Kaplan, CFP® Unless you have a terminal illness you probably do NOT know when you will die. Accordingly, these tips are geared toward all individuals who hold investments, insurance, pensions and/or real estate and who want to pass these to a surviving spouse or other family members. Some of these steps may […]
Create PDFPrintBy Eve Kaplan, CFP® We’re celebrating 10 years of a remarkable bull market in US stocks. Here are 5 lessons reinforced during this time: Lesson 1: Stay the Course When Things Get Rough The 2008-09 crash seemed to be The End of the World because the entire banking system (with knock-on effects worldwide) was […]