A complete list of active advisors currently associated with FNJ 3, LLC

Warmer can help you find a great advisor at FNJ 3, LLC or one who fits your needs even better.

FNJ 3, LLC provides portfolio management and general financial planning to a mix of individuals, pension plans, charitable organizations and small businesses. Its advisory services include asset allocation, retirement and estate planning, income tax and insurance guidance, and pension consulting (including 401(k) plan setup and related flat-fee engagements). The firm tailors portfolios to client objectives and typically employs a buy-and-hold investment approach across allocations ranging from conservative fixed income to aggressive equity positions, with discretionary authority over most managed accounts and formal reviews at least quarterly. It performs ongoing market and economic research to support those strategies and can accommodate client-directed brokerage or specific investment restrictions when requested. What is distinctive for a small independent practice is its client mix and services: FNJ 3 routinely works with charitable entities, corporate/business clients and pension or profit-sharing plans and provides explicit pension consulting services—areas less common among similar solo firms. The firm also reports no custody of client funds, does not accept performance-based fees or sell investment products, and maintains a relatively concentrated client roster that suggests a focus on customized relationships.

To learn more about the advisors currently working at FNJ 3, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.