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” for 5 years in a row (2016-2020).
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 PDFPrintLet’s say you’re the lucky owner of a highly appreciated investment (stock, mutual fund) you’ve held for at least a year. What’s the best way to sell it? Or should you donate it? Here are several choices facing an early investor in Apple shares that I’ll call “Meg.” Apple shares are valued at 246 […]
Create PDFPrintI’ve seen my fair share of brokerage statements from Big Name Brokers cross my desk over the years. Very often I’m appalled by what I see. Why? I often see brokerage accounts stuffed with scatter-shot investments (often excessive amounts of large cap US stocks) with little regard for clients’ risk tolerance and for their […]
Create PDFPrintThe BIG THREE pillars of investing are Stocks, Bonds (sometimes called “fixed income”) and Cash. Other smaller investment categories include REITs (Real Estate Investment Trusts), commodities and alternative investments, etc. In my experience, clients understand the pros and cons of stocks and cash but are fuzzy about bonds. Some of the reasons investors don’t […]