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Our Mission

“Protecting your family wealth from predators, creditors & Senators”™

Financial Life Planning

A holistic process that puts your interests first and focuses on increasing your sense of financial well-being

Helping you

Make good financial decisions for your family

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Who We Serve Best

Emerging Professionals

 The Emerging Professional sometimes referred to as a millennial or Gen Y,  The Emerging Professional can be a college graduate, in his mid-20s to mid-30s in age.  She is likely working in a professional setting – law, medicine, accounting, engineering etc.  The Emerging Professional often...read more

Established Professionals

The Established Professional also known as Gen X, ranges in age from 35 to 55 and is fairly well established financially.  Although our Established Professional has accumulated some wealth (perhaps more than she ever imagined possible) there are many new financial challenges to be met. 

Our Established Professional may be contemplating a career change...read more

Family Stewards

The Family Steward has accumulated assets –real estate, investments, retirement accounts, business assets.  Our Family Steward is often included in the Baby Boomer generation.  We find our Family Stewards to be between 55 and 70 years old.

Our Family Steward recognizes the importance of making good decisions where finances are concerned.  Leaving a legacy to...read more

 


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Thomas J Duffy, CFP®, MBA is a NAPFA registered fee-only financial advisor.  The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve. Since 1983, Americans across the country have looked to NAPFA for access to financial professionals who meet the highest membership standards for professional competency, client-focused financial planning, and Fee-Only compensation.

What we do for you

  • Financial Life Planning
  • Financial Plan Elements
  • Financial What If...
  • Our Process
  • Investments
    • Investments
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    • Risk

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55 Gilbert Street North
Tinton Falls, NJ
07701 USA

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Jersey Shore Financial Advisors LLC is a registered investment advisor in the State of New Jersey. Jersey Shore Financial Advisors LLC may only transact business or render personalized investment advice in New Jersey and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. The purpose of this video is for information distribution on products and services. Any communications with prospective clients residing in states or international jurisdictions where Jersey Shore Financial Advisors LLC is not registered or licensed shall be limited so as not to trigger registration or licensing requirements.

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