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We provide tax-efficient retirement planning and investment management

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What we do

We provide ongoing tax-efficient financial planning and investment management for people in or near retirement

Why we're different

We proudly differentiate ourselves from typical advisors:

We specialize in retirement planning

A lot of advisors try to be all things to all people - we don't. Our expertise is specifically in helping you make the most of your finances before and during retirement

We do tax planning

Most advisors aren't willing or able to give tax advice. We incorporate careful tax minimization planning into all aspects of our services. We can also coordinate the preparation and filing of your tax returns through Tenon Tax Preparation, a separate company that's under common ownership with Tenon Financial

We're independent

We're a standalone company not affiliated with any banks, brokerages or insurance companies. This allows us to offer truly comprehensive advice without restriction or pressure to make certain recommendations

Our fees are clear and fair

We're "fee-only," which means we don't sell products for commission and don't receive any form of compensation from anyone other than you. Furthermore, we charge a flat annual fee that is NOT a percentage of the size of your investable assets

We're fiduciaries

Unlike many advisors or financial salespeople who are affiliated with banks, brokerages or insurance companies, we're regulated solely as fiduciaries. This means we're ALWAYS required to act in YOUR best interest

We understand Social Security

We have in-depth knowledge of how to maximize Social Security benefits, which are likely to be a critical part of the foundation of your retirement

We're credentialed

In addition to having relevant education, professional and academic experience, we have obtained industry designations focused on tax-efficient retirement planning & investment management:

  • CFA - Chartered Financial Analyst
  • RICP® - Retirement Income Certified Professional®
  • EA - IRS Enrolled Agent

We work virtually

Our physical office is in New Jersey but we're able to provide our full suite of services virtually thanks to our use of best-in-class systems and software

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