JSF | Financial Planning | Wealth Management

March Market Update: Only Game in Town
In his 2016 book, Chief Economic Advisor at Allianz Mohamed El-Erian pointed out that central bank policy has been “the only game in town” since the 2008 financial crisis. Monetary policy has been even more of a focus since the Federal Reserve (Fed) embarked on its rate hike campaign last year.
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 Update: Market Gets Ahead of the Fed
January logged a strong month of gains, with the S&P 500 closing up 6.2%, while the Nasdaq surged 10.7% for its largest increase in January since 2001. Expectations that interest rates are nearing a peak have fueled growth stocks with higher growth potential.
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
A Note From Our Founder
As graduation season ends and we begin gearing up for summer, we hope you are finding time to enjoy the warmer weather with family and friends. However, the ongoing uncertainty of the markets, the recent slew of senseless mass shootings, and other negative world news may be putting a damper on a usually fun and cheerful time of year.
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

March Market Update: Only Game in Town

In his 2016 book, Chief Economic Advisor at Allianz Mohamed El-Erian pointed out that central bank policy has been “the only game in town” since the 2008 financial crisis. Monetary policy has been even more of a focus since the Federal Reserve (Fed) embarked on its rate hike campaign last year.

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.

February Market Update: Market Gets Ahead of the Fed

January logged a strong month of gains, with the S&P 500 closing up 6.2%, while the Nasdaq surged 10.7% for its largest increase in January since 2001. Expectations that interest rates are nearing a peak have fueled growth stocks with higher growth potential.

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.

A Note From Our Founder

Financial Planning

Investment Management

Private Wealth Management