Ocean Grove, NJ Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Beckerman Wealth
Team
Firm-wide stats for Beckerman Wealth
About
Beckerman Institutional (d/b/a Beckerman Wealth) serves high‑net‑worth and other individual investors as well as pension/profit‑sharing plan sponsors, offering ongoing asset management, incidental financial planning, and retirement plan consulting on both discretionary and non‑discretionary bases. The firm operates as a small multi‑advisor team managing accounts generally above a $500,000 threshold and charges advisory fees as a percentage of assets under management.
The firm constructs portfolios after assessing client objectives, time horizons and risk tolerance, emphasizing asset allocation alongside company‑ and fund‑level fundamental analysis and macroeconomic factors; securities are selected using in‑house screening and may include mutual funds, ETFs, REITs, options, margin or short positions when appropriate for a client’s risk profile. Beckerman relies on institutional custody/technology platforms to support trading and reporting and also employs artificial‑intelligence tools for meeting notes and data aggregation, with human review required to vet outputs.
Noteworthy distinctions include the principal’s role as a separately licensed insurance agent who may recommend and receive commissions for insurance products, and the firm’s use of certain affiliated legal‑service providers—both relationships are disclosed and addressed through the firm’s conflict‑of‑interest disclosures and Code of Ethics. The firm also notes a cautious pathway to newer asset classes by facilitating cryptocurrency exposure via ETFs rather than direct holdings, reflecting its approach to integrating emerging exposures within established account structures.
Based on Beckerman Wealth
Expertise
Based on Beckerman Wealth
Location
77 Main Avenue, Suite 1 A
Ocean Grove NJ 07756
Advisors at this office
4
Advisors at this office
Nancy T
Series 65
Ocean Grove, NJ
Beckerman Wealth
Nancy Tonachio is a financial advisor at Beckerman Wealth with five years of industry experience. She holds a Series 65 designation and has worked at Beckerman Institutional since 2020. In addition to her advisory role, Tonachio is a partner at Meyers, Meyers & Tonachio, a general practice law firm specializing in trusts and estates, real estate, and business law. Beckerman Wealth provides asset management and financial planning services to individual and high-net-worth clients, as well as retirement plan consulting to plan sponsors. The firm employs a client-focused investment approach that combines individualized asset allocation with macroeconomic analysis and proprietary security screening.
Rebekah F
Series 66
Ocean Grove, NJ
Beckerman Wealth
Rebekah Fischoff is a financial advisor at Beckerman Wealth with one year of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services, LLC and served in the Office of State Senator Vin Gopal. Beckerman Wealth serves high-net-worth individuals and pension/profit-sharing plan sponsors, providing asset management, financial planning, and retirement plan consulting. The firm integrates asset allocation with fundamental and macroeconomic analysis, using institutional platforms and AI tools to support portfolio management.
Daniel B
Series 63, Series 65
Ocean Grove, NJ
Beckerman Wealth
Daniel Beckerman is a financial advisor with Beckerman Wealth, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior work includes roles at Morgan Stanley DW Inc. and ongoing positions with Fortune Financial Services Inc. and Beckerman Institutional, LLC. He is also a licensed insurance agent selling fixed annuities and life insurance. Beckerman Wealth serves high-net-worth individuals and pension plan sponsors, managing accounts typically above $500,000. The firm combines asset allocation with fundamental and macroeconomic analysis, using institutional platforms and artificial intelligence tools to support portfolio management while maintaining human oversight.
James H
Series 65
Ocean Grove, NJ
Beckerman Wealth
James Hoffman is a financial advisor at Beckerman Wealth in Ocean Grove, NJ, holding a Series 65 credential with three years of industry experience. He previously worked at International Planning Alliance before joining Beckerman Institutional. Beckerman Wealth provides asset management and financial planning services to individual and high-net-worth clients, as well as non-discretionary retirement plan consulting to plan sponsors. The firm employs a client-focused approach to portfolio construction, utilizing mutual funds, ETFs—including cryptocurrency ETFs when requested—and a mix of trading strategies within defined risk parameters.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)