We’re a Fee-Only Financial Planning and Investment Management (no products sold, no commissions) firm in Berkeley Heights, NJ. We opened our doors in 2004. We work with clients throughout New Jersey and nationwide. Our typical clients are individuals and families with at least $1.5 million of investments. We specialize in working with women. We’re honored to be awarded “Five Star Professional Wealth Manager,” 2016-18.
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. 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
By Eve Kaplan, Certified Financial Planner ™ Let’s get real about retirement. Will you have enough to remain comfortable in retirement for 30 years or more? Studies show this is a recurring fear many Americans feel. As a Fee-Only financial advisor, my number one priority is to confront this fear and help my clients retain […]
By Eve Kaplan, Certified Financial Planner® Now that the dust has settled, here are some smart tax moves to lower your taxes and/or avoid higher taxes/penalties in 2018. These steps may be especially helpful if you live in high property and high income tax states (e.g. New Jersey, New York, California) since state and local […]
by Eve Kaplan, Certified Financial Planner(R) Aesop’s “The Tortoise and the Hare” is a perfect metaphor for the way people go about investing their money. As you recall in the fable, the hare brags about his ability to beat the tortoise and is overly confident about winning. In the investment world, the hare is someone […]