• November Market Update: Under Pressure

    Battered US stocks dipped to five-month lows as both the S&P 500 and Nasdaq (down 2.2% and 2.8%, respectively) fell into correction territory after dropping 10% from July highs.

  • 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.

  • A Letter From Our Founder: Our Hearts and Hope are with Israel

    On September 27th, Shari and I began our journey to Israel, anticipating an 11-day reunion with our youngest child, Olivia, who is on a gap year in Jerusalem. We were eager to spend the latter half of the Jewish holidays with Olivia, splitting our time between Tel Aviv and Jerusalem.


    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.

  • October Market Update: A Rocky Month

    The Fed signaled continued restrictive monetary policy, prompting bond yields to continue their rise (prices fell). Equities turned in their worst monthly performance for the year, and the US government narrowly averted a shutdown.

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