• March Market Recap: Steady Highs for Spring

    February saw the stock market surge again, as the S&P 500 kicked off its best start to the year (S&P 500 +5.2% in February) since 2019. Market breadth was strong, reflecting a wider recovery across sectors with over 71% of stocks in the S&P posting positive returns.

    Read More

  • Tailored advice for life's unique challenges

    We provide holistic financial planning, investment management, and private wealth services for individuals, families, foundations and institutions seeking customized advice and partnership.

    Learn more

  • February Market Recap: Record High Stocks Across the Board

    February saw the stock market surge again, as the S&P 500 kicked off its best start to the year (S&P 500 +5.2% in February) since 2019. Market breadth was strong, reflecting a wider recovery across sectors with over 71% of stocks in the S&P posting positive returns.

    Read More

  • ABOUT JSF

    JSF Financial was founded by Jeff Fishman in 1996 as an independent wealth manager dedicated to helping clients build a stronger financial future. While we’ve grown significantly, our commitment to each client and our reputation for integrity, candor and expertise remain unchanged.

    Learn more

  • Reflection + Optimism for What Lies Ahead

    Thoughts From Our Founder: As we close the door on 2023, I can’t help but look back at this past year and reflect on the various twists and turns we experienced, most unexpected and some even fitting the description of a “black swan” event- an extremely unexpected event, which results in a decisively negative impact on the markets.

    Read More

 

 

 

 

Financial Planning

A vision for your financial future

There is nothing more personal than a financial plan. Together, we’ll develop a vision of your financial future and help you build a comprehensive plan that aligns with your values, concerns and goals.

 

 

 

 

Learn more

Investment Management

Tailored portfolio management

Your portfolio is carefully tailored to align with your current financial position, personal needs and risk tolerance. We strive to preserve, protect and grow your assets while maintaining a steady hand through any market environment.

 

 

 

 

Learn more

Private Wealth Management

Comprehensive wealth strategies

Blending planning and investment management, our private wealth services offer sophisticated advice for complex financial needs and priorities. Primarily for ultra-high net worth and institutional clients.

 

 

 

 

Learn more

Sophisticated planning for personal outcomes.
Contact us and meet your advisor today.

Meet us today

JSF logo

Subscribe to our mailing list and stay up to date with the latest information.

By submitting this form, you are consenting to receive marketing emails from: . You can revoke your consent to receive emails at any time by using the SafeUnsubscribe® link, found at the bottom of every email. Emails are serviced by Constant Contact