Welcome to Concierge Financial Planning


Concierge Financial Planning If you are in New Jersey or New York 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 Scotch Plains, New Jersey.
We specialize in providing hourly, as-needed financial and retirement planning to individuals age 50 and over, regardless of their net worth, income or investable assets. As Fee-Only advisors, we work solely for our clients. Because no commissions are ever received, potential conflicts of interest regarding compensation are minimized.

We work with people from all walks of life all over New Jersey and New York, providing hourly, Fee-only financial and retirement planning and counsel for everyday life. Clients have the flexibility to engage us on either a one-time, as-needed, or ongoing basis.

Our core belief is that, given the complexity and confusion in today’s financial marketplace, everyone should benefit from hourly, Fee-only professional financial and retiremnt 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.


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