• Tax Moves to Consider in Light of 2022’s Economic Challenges

    Despite the roller coaster ride that has been 2022, there is still time to reduce this year’s tax burden. By planning and acting on the following tax moves now, you can stay ahead of the curve.

  • 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.

  • Back on the Seesaw: November 2022 Market Update

    Equity markets bounced back from a two-month losing streak in response to 3rd quarter earnings and reports that the Fed could reduce interest rate hikes. [1]


    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

    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.

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