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WOULD YOU LIKE TO TALK FURTHER?

We would love to hear from you and see how we can help

Call us

908-898-0549

Find us at

52 Plymouth Drive, Berkeley Heights, NJ 07922

Email us at

Eve@KaplanFinancialAdvisors.com

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Kaplan Financial Advisors

About

We’re a Fee-Only (no products sold, no commissions) Financial Planning and Investment Management firm working with clients nationwide. Taking a 360 degree view of planning and investments, we work closely with clients, replacing uncertainty with prudent investment management and financial planning principles. Our typical clients are individuals or couples with at least $1.5 million of investment assets.

Get in Touch

52 PLymouth Drive, Berkeley Heights, NJ 07922

908-898-0549

Eve@KaplanFinancialAdvisors.com

Important Compliance Disclosure: Kaplan Financial Advisors is a fee-only Registered Investment Advisor in the States of NJ and NY. We also offer financial planning and investment advisory services throughout the U.S. and in other jurisdictions where exempted.

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