• September Market Update

    There’s an old saying that the markets climb a wall of worry, and August exemplified this. The S&P 500 closed the month with 7 months of gains despite rising worry about the Delta variant of COVID-19, inflation, and employment. (1)

  • 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.

  • August Market Update

    Despite the resurgence of COVID-19 in the form of the delta variant, equity markets reached record highs in July.1 Of the S&P 500 companies that reported earnings in the month, 88% beat expectations and 84% had positive topline results.


    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.

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