Why choose us?
RIA firms are legally required to provide a fiduciary relationship where the client's best interest comes first. .
Our firm is not affiliated with any product company.
We provide full disclosure of fees and any potential conflicts of interest.
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About us
Fortune Financial is an independent Registered Investment Advisor (RIA) Firm in New Jersey.
Fortune Financial provides objective fee-only financial planning for its clients. We feel that providing our services on a fee-only basis avoids potential conflicts of interest. The firm is not affiliated with any product sales company. We provide full disclosure of fees and potential conflicts of interest.
Fortune Financial also provides institutional quality wealth management through actively managed personal accounts using a discount broker custodian. Your account will have SIPC protection of $500,000 per customer (including $100,000 for cash), and depending on the custodian up to an additional $29.5 million in protection.
Fortune Financial strictly observes the Certified Financial Planners Board of Standard Code of Ethics and Professional Responsibility.
Fortune Financial is registered with the NASD and the NJ Bureau of Securities..
- Partners in your Financial Success
- Your financial freedom is our goal
Our advantages
RIA firms are legally required to provide a fiduciary relationship where the client's best interest comes first. .
Our firm is not affiliated with any product company.
We provide full disclosure of fees and any potential conflicts of interest.