• July Market Update

    Markets reached new highs in the first half of this year, driven by a pandemic rebound and all the optimism that entails. Year-to-date returns for the S&P 500 are 14.41% through June 30, the 18th best start to a year for stocks. (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.

  • June Market Update

    After reaching a new all-time high in the first week of May, the S&P 500 had a choppy month and closed just slightly in the green. One major volatility driver: inflationary pressures, and concerns that the Federal Reserve will be behind the 8-ball in adjusting policy.


    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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