Our Services

Barnegat Bay Financial Group (BBFG) specializes in holistic financial planning. We help families, individuals, and business owners grow and preserve their net worth while integrating it into their lives. At BBFG, we stress the family aspect. We believe that financial planning is deeper than serving a person, business owner, or couple. The decisions that are made generally affect more than just that person or couple but rather the whole family.

Investment planning is a pillar of any financial firm. We help people align their goals, objectives, and lives with their money. Through LPL, the advisors at BBFG offer a wide array of investments ranging from mutual funds, stocks, bonds, managed accounts, hedge funds, private equity, amongst others. When talking investments and asset allocation, we stress that we are advisors, not salesman.  We don’t sell products here.  We create solutions while working hand in hand with our clients and prospects.

Investment planning is one of the most important parts of our job.  However, we feel we really differentiate ourselves in the other areas of retirement and financial planning. Whether you need help with distribution strategies, tax planning, Social Security, Medicare, or life insurance, we can help. 

We offer a wide array of services for younger clients as well, one being college and education planning. Like social security, college planning is an often-ignored area in this business. We help people stay calm and focused during a very hectic time in a family and young person’s life. We will help a family narrow down the choices and make the right decision with their child when it comes to which school and what scholarships, grants, and aid to apply for.  Starting when your kids are young, we will help you put away money with the proper savings vehicles as well as position your assets to maximize your financial aid.

Whether you are looking for help with your investments, advice on estate planning, or insurance analysis, we will sit down with you to create a custom plan. We take time doing the due diligence now, so you don't have to later!