Designing a brighter financial future, one plan at a time
At JSF Financial, our mission is to provide our clients with exceptional financial guidance and personalized service. As a leading independent wealth manager, we've been committed to helping individuals, families, foundations, and institutions achieve their financial goals since 1996.
Our Story
Founded by Jeff Fishman in 1996, JSF Financial has grown significantly over the years, but our core values remain unchanged. We believe that every individual and institution has unique financial needs and goals. That's why our team of experienced professionals is dedicated to providing tailored financial planning, investment management, and private wealth services to help our clients achieve their aspirations.
Financial Planning
At JSF Financial, we understand that every individual's financial situation is unique. That's why we take a holistic approach to financial planning. Our team of experts will work closely with you to develop a comprehensive plan that aligns with your values, concerns, and goals. From investment strategies to estate planning, we'll help you navigate the complexities of personal finance and create a vision for your financial future.
Investment Management
Our investment management services are designed to help you achieve your financial goals. Our expert advisors will work closely with you to develop a customized investment portfolio that aligns with your risk tolerance, financial goals, and market conditions. We strive to preserve, protect, and grow your assets in any market environment.
Private Wealth Management
For ultra-high net worth individuals and institutional clients, our private wealth services offer sophisticated advice and solutions for complex financial needs and priorities. Our team of experts will work closely with you to develop a comprehensive wealth strategy that addresses your unique goals and objectives.
Our Promise
At JSF Financial, we promise to provide our clients with unwavering dedication, personalized service, and expert guidance. We believe that every individual and institution deserves exceptional financial guidance and support. Our commitment to our clients is rooted in our values of integrity, candor, and expertise.
About Us
JSF Financial is an SEC-registered investment adviser, and our team of experienced professionals is dedicated to helping individuals, families, foundations, and institutions achieve their financial goals. We value long-term relationships and strive to build lasting partnerships with our clients.
