Our Core Values

At Jersey Shore Financial Advisors LLC our core values are as follows:

PLANNING is the critical first step to securing your family’s financial future.

INTEGRITY is non-negotiable—our words must match our deeds.

COMPETENCE can only be achieved through constant learning and improvement.

We build RELATIONSHIPS with our clients that are meant to last a lifetime.

Providing VALUE is crucial to our success—we are dedicated to improving your life through appropriate planning.


Our Core Beliefs

That as a Fiduciary your financial advisor is required to act with undivided loyalty to you and your family. This includes disclosure of how the advisor is compensated and any corresponding conflicts of interest.

You will receive a Fiduciary Pledge at the outset of your engagement promising your best interests will always come first.

Our firm’s goal is simple — to improve the lives of our clients and their families by delivering appropriate, client-specific, comprehensive fee-only financial planning.

We are committed to abiding by a standard of ethics and values as proscribed by

CFP® Board of Standards www.CFP.net
Financial Planning Association www.FPANET.org
National Association of Personal Financial Advisors www.NAPFA.org