All appointments will be via telephone or Skype until further notice.
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.
Eve Kaplan, a Certified Financial Planner(R), opened our doors in 2004. Our services include 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 call or email Eve 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 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.
Why Fee Only?
We utilize tax-managed mutual funds for taxable accounts, whenever possible, the minimize capital gains taxes.
Executive Compensation Assessment
Insurance and Annuities
CERTIFIED FINANCIAL PLANNER™
National Advisors Week
2019 Five Star New Jersey Wealth Manager
From the Blog
by Eve Kaplan, Certified Financial Planner(TM) Whether you’re working with a broker or advisor, or you’re managing your own investments, watch out for these common investment errors. They are: 1) having multiple overlapping holdings (and not being aware of it), 2)...
By Eve Kaplan, Certified Financial Planner™ Do you manage your own investments? If so, you may be making one or more of these common mistakes: 1) you have an extreme portfolio that’s a poor fit with your needs, 2) you have too many overlapping holdings and/or 3) if...
By 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:...
ADV Part 3 – Client Relationhip
As a SEC-Registered Advisor, I’m required to make my Form CRS available to all prospective and current clients on an annual basis. The Form CRS explains – in a succinct 2 page document – how I work with clients and how I invest on their behalf.