We Put ‘YOU’ First – Fee-Only Financial Advisors
Independent, Fee-Only Financial Planners Serving New Jersey & Beyond
We forge genuine relationships so we can understand your goals and help you reduce taxes, invest smarter, build and protect your wealth.
We always put ‘YOU’ first. Learn more about our fiduciary promise here.
We provide coordinated advice on taxes, investments, retirement, insurance, estate planning, cash flow, college and business planning. Get all aspects of your financial life managed in one place, by one trusted fiduciary.
Our partners have a combined 40 years of experience in the financial services industry, and are committed to ongoing development.
Get to know our team.
You wouldn’t hire a doctor without a medical degree, and shouldn’t hire a financial advisor who isn’t properly educated and credentialed.
Review our credentials.
Luke Carey Joins the Shore Financial Planning Team!
We are excited to welcome Luke Carey, CFP, MS to our team at Shore Financial Planning. Luke has developed a deep personal ...Read More
What Are Fiduciary Advisors and What Can They Do for You?
Since 2006, fiduciary advisors have shaken the world of financial planning and financial advice. In that year, the Pension ...Read More