Jersey Shore Financial Advisors, LLC

I am the fiercely independent founder (2007), principal, and sole owner of Jersey Shore Financial Advisors LLC (JSFA).  I formed JSFA because I found it nearly impossible to do the right thing for clients when there is a complex corporate structure (and sales pressure) telling me what to do/not to do for clients.

Working with me means working with a thinking partner to help you clarify, organize and prioritize your financial life decisions, allowing you to minimize your fear of making a mistake.

I do my best work with nice people that:

• Recently became (or expect to become) single due to death or divorce.
• Your spouse handled all the money decisions and can no longer be relied on due to illness or death.
• Within 5 years of retirement (before or after).
• More than $1,000,000 in investment assets.

I do not work for an insurance company or investment firm. It’s just me and you. In fact, I will put in writing that I am a fiduciary and will put your interests first.

I charge a fixed, flat fee for financial planning and investment management which is very different from most others in the financial business.

During the summer months I can be found on or near the beach in Eastern Monmouth County, New Jersey or during the winter on a ski slope in Vermont, I can work remotely with clients no matter where you and your family live.