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 engag
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