We offer a team approach to financial planning, offering you a broader scope of experience than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.

Mission Statement

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The Raymond James Financial Services office located in Red Bank, New Jersey, provides our clients with independent professional advisors that strive to offer you personalized financial strategies. Your individual portfolio, along with our financial expertise, will be based on your unique situations, your preferences and your short and long term goals. Your portfolio will be designed to account for change, both in the market and in your personal circumstances at every stage of your life. Our philosophy is discovering our clients ‘Why?’ then building a plan to help you navigate through your life’s unique challenges and transitions.

Our team which consists of five Financial Advisors with locations in Red Bank NJ, Toms River NJ, and Suffern, NY.  Each advisor has over 20 years’ experience individually and our team has an average experience of 23 years and have endured many different market conditions including nine bear markets, two recessions and a financial meltdown and we’re still standing stronger and more experienced than ever.  Our approach to investing is straightforward: we focus on becoming your partner in building the future you desire. As we work together, our advisors will thoroughly explain the investment strategies recommended.  We want you to feel knowledgeable and comfortable with all aspects of your portfolio.  Every decision we make will be focused on achieving the results you want.  Our mission is simply to help our clients achieve financial independence through our professional advice, customized risk management, quality investment products, along with personal, experienced and efficient services.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.