AJ Feldman Financial - Certified Financial Planner

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Optimize Your Financial Goals and Objectives

A J Feldman Financial, LLC, is an independent, comprehensive, fee-only investment advisory firm. Each client receives individualized attention to best understand specific situations and circumstances in order to create proactive, customized, transparent and easy-to-understand financial plans. A J Feldman Financial helps clients obtain peace of mind and a strong foundation on which to build and maintain future wealth.
Defining financial goals and objectives is critical to long-term success, and A J Feldman Financial sets the parameters to work together on defining and achieving a strong plan to make you comfortable on your financial journey. Together, advisor and client navigate, course correct and stay focused on a holistic approach to create a lifetime investment policy statement.

Finding the right route

Investment Roadmaps Built To Your Needs

As a registered investment advisor, (RIA) Andrew adheres to the fiduciary standard that means putting your interests first, under all circumstances. Andrew identifies products for your unique needs, building goal-oriented plans.

Get to know us

Leading You on Your Journey

Andrew J. Feldman, CFP® is the Founder and President of A J Feldman Financial, LLC. His background, education and experience are the backbone – and the heart — of the firm. He is committed to your best interest, recognizing that financial journeys can be a rollercoaster of emotion and offering access to his knowledge and support helps smooth out the ride.

Andrew serves as a tremendous resource. He is a CERTIFIED FINANCIAL PLANNER™ Professional and a member of The National Association of Personal Financial Advisors (NAPFA).
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.

Finding the right route

Investment Roadmaps Built To Your Needs

As a registered investment advisor, (RIA) Andrew adheres to the fiduciary standard that means putting your interests first, under all circumstances. Andrew identifies products for your unique needs, building goal-oriented plans.

Get to know us

Leading You on Your Journey

Andrew J. Feldma, CFP® is the Founder and President of A J Feldman Financial, LLC. His background, education and experience are the backbone – and the heart — of the firm. He is committed to your best interest, recognizing that financial journeys can be a rollercoaster of emotion and offering access to his knowledge and support helps smooth out the ride.

Andrew serves as a tremendous resource. He is a CERTIFIED FINANCIAL PLANNER™ Professional and a member of The National Association of Personal Financial Advisors (NAPFA).
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.

Our Philosphy

Big Journeys begin with small steps.

Keys To Building Successful Plans

 

  • Establishing and defining the client-planner relationship.
  • Gathering client data, including goals.
  • Analyzing and evaluating your financial status.
  • Developing and presenting financial planning recommendations and/or alternatives.
  • Implementing the financial planning recommendations.
  • Monitoring the financial planning recommendations.

Services

What We Can Do For You

At A J Feldman Financial we help create a path for our clients to achieve their financial goals. 

Financial Planning

Education Planing

Asset Management

Estate & Legacy Review

Retirement Strategies

Charitable Gifting

Focusing on what we can control.

A J Feldman Financial works with clients to focus on what we can control. A J Feldman Financial creates a investment plan tailored to each client’s needs and risk tolerance. A J Feldman Financial is mindful to manage expense, turnover and taxes and stays disciplined through market dips and swings.  

A J Feldman Financial helps clients understand their role in the process and how savings and cash flow strategies can have a material effect on long term financial success.