Welcome to Our Site
AJ Feldman Financial, LLC is an independent, comprehensive, fee-only investment advisory firm. We work with each client to understand their specific situation and circumstances to create proactive, customized, transparent and easy to understand financial plans. Our goal is to give each client peace of mind to help build and maintain future wealth.
At AJ Feldman Financial LLC, we identify the best products for each client’s needs. We never take a brokerage commission on any products. As a registered investment advisor we adhere to the fiduciary standard. A fiduciary standard means that we put your interests first.
Andrew J. Feldman is a CERTIFIED FINANCIAL PLANNER™ Professional and a member of The National Association of Personal Financial Advisors (NAPFA). Andrew is the founder and President of AJ Feldman Financial LLC. His background, education and experience are the backbone of the firm.
CFP® and Certified Financial Planner™ are certification marks owned by the Certified Financial Planner Board of Standards Inc. (CFP Board). These marks signify that the planner has been vetted by the CFP Board by taking the rigorous CFP® certification process which encompasses education, examination, experience, and ethical requirements.