History
In 1996, Jeff Fishman’s deep lifelong passion for helping people and his expertise and experience in financial services converged in the founding of JSF Financial.
Jeff, a former attorney, moved away from practicing law, motivated by a calling to help people financially rather than legally. He tapped into his undergraduate education in business and economics, and specialization in tax and estate planning from law school to lead legal classes on finances, taxes, pensions, and estate planning.
JSF Financial grew organically through enthusiastic word-of-mouth referrals from attendees and recommendations from other professional advisors.
As we’ve grown, we’ve added talented professionals from across financial planning and investment management disciplines, building a world-class advisory firm that is equipped to help clients navigate even the most sophisticated wealth planning issues.
Today, JSF Financial continues to focus on the highly personal side of finances. Happy clients remain JSF Financial’s number one source of growth and we’re proud to provide each client with dedication and personal service.
When we are managing a retirement savings account, strategizing for an estate plan, exploring tax minimization strategies, or navigating the implications of a financial windfall, we take care to offer clients our compassion, kindness, and care every step of the way.
Commitment
JSF Financial believes that wealth management is highly personal by its nature, and we infuse this into every aspect of what we do.
In areas including multigenerational family finances or an institutional legacy, decisions about money are inevitably formed by relationships, history, and values. While knowledge, experience, and expertise are extremely valuable in wealth management, so are compassion, understanding, and a willingness to work together to secure a brighter future.
The foundation our firm is built on is the commitment we make to each client. Our goal is to become a trusted and indispensable part of our clients’ lives.
