• January Market Update

    Omicron has been spreading quickly, proving to be the most contagious COVID-19 strain yet. (1) Countries worldwide are shattering case records, and the U.S. broke its one-day case record in the final days of December. (2)

  • 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.

  • December Market Update

    As we fall back to standard time and the days get shorter, we will take this opportunity to look back at the month of October and the issues facing us as we head towards year end. The S&P 500 added 6.9% in October, the largest one-month gain since November 2020.1 We also saw multi-year highs in inflation readings and energy prices,2 as well as better-than-expected corporate earnings.


    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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