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That’s exactly who we are

It’s Not About Money.
      It’s About Your Future.

We’re Financial Resources, an independent wealth management firm that has provided financial services and advice to the New Jersey and New York tri-state area for more than 25 years.

Here’s How We Can Help

Disrupting The Industry Standards

Reforming Traditional Pricing

You’ll always know what service costs.

  • Flat fee
  • Advisory
  • Hourly fee
  • Commission

Acting in Our Clients’ Best Interests--Always

As independent financial advisors, we never use proprietary products, hedge funds, or other risky investment options. We act in your best interest, providing a fiduciary or suitability standard of care.

Money Doesn't Come With A Playbook

Here’s How We Do It


Information Gathering


Custom Plan Presentation




Monitoring and Fine-tuning

Beginning with this complimentary discussion, we’ll answer any questions you may have regarding our offerings, philosophies and fees. You’ll have the opportunity to share your personal goals and financial needs with our team members as we decide together whether we’re a good fit. In order to best understand your current financial landscape, we’ll cover your total financial picture including any current investments, upcoming life events, wills, insurance policies, income, expenses and more.

We’ll take that information and present our recommendations. Through our holistic planning approach, we’ll help you understand each piece of your financial puzzle.

Once you're comfortable with our customized plan recommendations, we'll begin the implementation process.

Putting your new plan into play is just the beginning. We’ll continuously review your portfolio and meet regularly in order to keep your strategies aligned with your goals.

Start With Your Free Consultation

Customized Solutions

No two clients are the same. Our job is to get you where you want to be.

Our Services Include:

Wealth Management

Estate Planning

Investment Planning

Retirement Planning


Changing the 403(b) Market Forever… Again.

We believe sound decision making begins with understanding. That’s why we’re proud to offer financial literacy workshops for those working within the nonprofit and education communities.   

We Educate the Educators

  • Discover low-fee and no-fee options
  • Understand your existing plan
  • Recognize hidden surrender charges, insurance costs, and penalties
  • Learn how to make a "painless" contribution

Want More Information?

Life Changes—
So Should Your Financial Strategy

Whether you’ve just begun your career, decided to retire, or launched your next chapter, we take into account all the variables that influence a custom-made portfolio.

Do You Know Your Risk Tolerance?

Riskalyze is an intuitive tool you can use to better understand your risk tolerance. Learn how volatile your current portfolio may be by discovering your risk number.

What's Your Risk Number

In Scope.

We are a network of professionals dedicated to delivering across the board financial services.

Meet Our Strategic Partners

We are a next-generation registered investment advisory firm that offers long-term investors innovative portfolio management solutions that work to capture gains while limiting losses from today’s market volatility.

Together with City National Rochdale, we’ll create a fluid, customized investment portfolio designed to match your risk tolerance, goals and needs. 

Foundations We Support

Access Your Accounts Here



Formerly known as


Let's Talk

Schedule your complimentary meeting today or fill out the form below to get started.