2 Tree Farm Road,
"If you don't know where you're going, you'll end up someplace else"
Empower and educate our clients to make informed financial decisions to pursue their goals and live a prosperous and fulfilling life.
We are a team of Certified Financial Planners™ dedicated to meet a client wherever they are in their financial journey and advise them on their Path Forward.
“Knox Grove” is the name of a beautiful location in Washington Crossing Park, NJ. The grove leads to a series of hiking trails, of varying degrees of difficulty. Think of these trails as life’s financial challenges. Just like the hiker who attempts these trails, you will face financial challenges in your life that can leave you feeling overwhelmed.
When you travel to places unknown, it’s often good to hire a guide that can help you through obstacles along the way. And we understand that no two paths are the same; some are rocky, some are steep, but we’re here to help you along the way.
We are a small, family-focused, independent firm – unbiased by the demands and sales quotas of a corporate parent. We answer only to you. We act as your trusted partner and fiduciary and prioritize your best interests above anything else.
Our team of CERTIFIED FINANCIAL PLANNERS™ have gone the extra mile to receive this prestigious designation. Professionals must demonstrate competency through a rigorous exam, a standard of ethics and continuing education requirements in all planning disciplines to receive this designation.
You can have confidence that the recommendations we make keep your best interests in the forefront.
Communication is essential in the relationships we have with our clients. Whether we are explaining our fee structure or working through a multi-faceted financial strategy, our goal is to ensure you are fully informed and comfortable with our process and any recommendations we make.
We use a consistent, straightforward process to develop our financial plans, and we carefully explain this process to you, ensuring that you understand each step in the journey and we will always act in your best interest.
As an independent financial practice, we serve a limited number of clients by design. This ensures that you will have a strong, personal relationship with an attentive advisor. We always give you our full attention: You will never be just another account to us.
We have the flexibility to customize your financial plan using strategies, at varying levels of risk and cost, that are best suited to your individual needs. We take the time to truly get to know you and your family and gain a full understanding of your current financial situation and your vision of the future.
You want everyone committed to your financial success. When a client’s various advisors collaborate, it raises the competency of the whole group. As a client, you benefit from allowing us to engage with other members of your advisory team (Accountant, Attorney, Trust Officer, etc.) or any other professional you deem important to the process.
Your life is multi-dimensional - your financial plan will be too. Sometimes you may feel conflicted about the opinions and advice you’re hearing from different sources. Collaboration between your financial advisor and your other valued advisors provides a “team of specialists” all working on your behalf.
The realization of your Living Plan can be enhanced by having all your advisors on the same page, helping you reach your financial goals. Your success is everyone’s success.