We’re a Fee-Only Financial Planning and Investment Management (no products sold, no commissions) firm in Berkeley Heights, NJ. We opened our doors in 2004. Eve has 30+ years of investment experience - she worked previously as an equities analyst in Tokyo, NY and Singapore. Eve was a Senior Portfolio Manager in the Netherlands for 8 years, managing up to $1 billion of investments.
At Kaplan Financial Advisors, we work with clients throughout New Jersey and nationwide. Our typical clients have at least $1.5 million of investments. We specialize in working with women. Our focus is helping clients plan for retirement (even if it's 20+ years away) and remaining financially sound throughout retirement. Other areas of specialization include executive compensation analysis, estate and insurance planning strategies and tax minimization.
We adhere to a Fiduciary Oath that puts our clients’ needs before our own at all times. We take a 360 degree view of planning and investments. By working closely with our clients, we replace uncertainty and chaos with prudent investment management and financial planning principles.