About JSF
JSF Financial has grown organically since 1996 through enthusiastic word-of-mouth referrals from attendees and recommendations from other professional advisors.
YOUR INDISPENSABLE ADVISOR
JSF Financial invests the time to understand our clientsâ unique needs, goals, and aspirations, developing a comprehensive view of their finances and lives. We value building meaningful relationships because we see financial planning as a lasting, collaborative partnership. JSF Financial invests the time to understand our clientsâ unique needs, goals, and aspirations, developing a comprehensive view of their finances and lives.
Our goal is to make a profound impact on our clients now, and into the future, helping to shape their financial security and a legacy for their families.
our
timeline
Commitment
JSF Financial believes that wealth management is highly personal by its nature, and we infuse this into every aspect of what we do.
In areas including multigenerational family finances or an institutional legacy, decisions about money are inevitably formed by relationships, history, and values. While knowledge, experience, and expertise are extremely valuable in wealth management, so are compassion, understanding, and a willingness to work together to secure a brighter future.
The foundation our firm is built on is the commitment we make to each client. Our goal is to become a trusted and indispensable part of our clientsâ lives.
CARE. IMPACT. COMMITMENT.
We meet our clients where they are and help build confidence and
clarity for the future.
A letter from our founder
In 1995, I had a conversation with my late father, Martin Fishman, to share a dream I had been cultivating of creating an independent financial planning firm.
My father, an insurance broker, passed along an ethos of service to others and philanthropy, which he inherited from his parents. He reinforced the importance of financial independence and encouraged me to take business classes. In college, I majored in economics and in law school I specialized in taxes and estate planning.
I didnât find satisfaction in practicing law, which can be so adversarial. I was drawn towards making a difference in peopleâs lives on the financial side. This became the foundation of my career and continues to provide the compass for my life and our firm. I love helping others achieve their goals and better control their destinies.
JSF started as a dream and I am so grateful that it has evolved into a thriving business. I have been joined by a lively, diverse, growing team of dedicated professionals. This amazing team is also energized by helping others. We work every day to provide ongoing assistance and security that our clients need to navigate their personal and financial lives.
We collectively provide care and devote personal attention to every aspect of our clientsâ diverse needs. JSF adds value to our clientsâ lives by providing in-depth, customized wealth management strategies. We partner with them to help them achieve their financial planning goals and realize their investment objectives. We leverage the most sophisticated financial planning and investment management tools available.
We continuously seek appropriate solutions for clients and their families, when they are saving, planning for retirement, evaluating estate plans, and minimizing tax exposure, while ensuring that accumulated wealth is distributed and protected according to their wishes. Our goal is to provide consistent, dynamic, and comprehensive service.
Our team strives to develop and nurture personal, connected relationships with each client over the years. In many cases, weâve seen a singular client relationship grow into decades-long bonds that span across family members and generations.
Our new clients are often introduced to our firm directly by existing clients and professionals in our ecosystem of close relationships with professionals and investment managers. We are therefore driven to attain high satisfaction levels with every client.
To our current JSF Financial clients â thank you for your continued support, your confidence in our work, and for the incredible responsibility that you entrust in us.
For those exploring JSF Financial for the first time, we are grateful that you are considering us. We hope to become a vital part of your future financial well-being.
Sincerely,
Jeff Fishman
