Welcome to Concierge Financial Planning
If you are in New Jersey looking for independent, Fee-only, objective financial planning and advice - without account minimums or conflicts of interest - you have come to the right place.
Concierge Financial Planning is an independent, Fee-Only financial planning and Registered Investment Advisory firm located in Margate City, New Jersey.
I provide hourly, as-needed financial and retirement planning to individuals age 50 and over, regardless of their net worth, income or investable assets. As a Fee-Only advisor, I work solely for my clients. Because no commissions are ever received, potential conflicts of interest regarding compensation are minimized.
I work with people from all walks of life all over New Jersey, providing hourly, Fee-only financial and retirement planning and counsel for everyday life. Clients have the flexibility to engage me on either a one-time, as-needed, or ongoing basis.
My core belief is that, given the complexity and confusion in today’s financial marketplace, everyone should benefit from hourly, Fee-only professional financial and retirement planning advice—whether with a family income of $50,000 or $500,000. As such, the bedrock of Concierge Financial Planning is providing the best quality expertise in the most efficient way possible.