Clear Guidance. Confident Retirement.
A trusted light through every phase of life.
Our mission
To help our clients build and sustain meaningful lives through thoughtful, personalized financial guidance.
We work with individuals, families, and businesses to bring clarity to complex financial decisions and help align resources with what matters most to them. Through disciplined conversations and ongoing support, we help our clients move forward with confidence and purpose.
Cutting-Edge Technology
We use the latest financial technologies to help manage and visualize your financial situation. As you work with one of our financial advisors, you will receive access to a comprehensive digital platform designed to provide you with a holistic view of your financial accounts and investments! Log in at any time to see all your bank, investment, and retirement accounts, as well as your progress toward the goals we establish together.
Join Us for an Upcoming Seminar!
We regularly host financial educational seminars and webinars in Pennsylvania and New Jersey.
Savvy Social Security Planning / What Baby Boomers Need to Know to Maximize Retirement Income.
Understanding Long Term Care / Insight into understanding long term care insurance options.
The Importance of Annuities in Retirement Planning / Everything you need to know about Annuities.
Five Star Wealth Manager Award Winners
Javid Jaraiedi was voted by his peers and clients as a Five Star Wealth manager fifteen times! The Five Star Wealth Manager award* is presented each year to financial advisers who “satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients."
*The FIVE STAR Award is granted by Five Star Professional, an independent 3rd party marketing firm. This award is not indicative of future performance or success and stems from nominations by industry professionals in a given market area and based upon objective criteria including favorable regulatory and complaint history, reviews conducted by the firm, retention rates, and client assets administered. 2024 Five Star Wealth Manager award was issued by Five Star Professional (FSP) on 12/1/2023 for the period covering 1/1/2024 - 12/31/2024. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review; 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not an endorsement or indicative of the future performance of the wealth manager. A fee was not paid for consideration however a fee is paid for marketing materials. For more information, visit www.fivestarprofessional.com.
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