About Me

I'm a fee-only fiduciary financial advisor based & registered in New Jersey, working with clients nationwide.

I got into this because I was tired of watching people get ripped off by advisors who charge them a percentage of everything they have while incentivizing them to buy expensive products. I watched friends and family lose hundreds of thousands of dollars in fees they didn't even understand.

So I decided to do things differently. I charge a flat fee, not a percentage. I'm legally required to act in your best interest, not what makes me the most commission. And I work with regular people, not just the already-wealthy.

Series 65 licensed Registered Investment Advisor | Fee-only fiduciary | No commissions | No minimums

Let's talk if you're ready to keep more of your money in your pocket.

The vast majority of financial advisors work on commission sales, which may lead to misaligned incentives. On top of that, most advisors take 1% of your portfolio assets under management (AUM) which can lead to suboptimal outcomes for customers. The video above explains why a seemingly small 1% fee is actually costing the average American $100K+.