A complete list of active advisors currently associated with Jantorno Financial Advisors, LLC

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

Jantorno Financial Advisors, LLC is an independent registered investment adviser that provides personalized financial planning and investment advisory services to individuals, trusts, estates and charitable organizations, including written financial plans and tailored portfolio construction. The firm begins engagements with an initial consultation and information-gathering process, after which it presents recommendations and periodic updates while clients retain discretion over implementation. The firm’s investment approach emphasizes longer-term buy-and-hold strategies and portfolio diversification grounded in Modern Portfolio Theory, and it uses third-party analytics to inform risk-managed allocations. Jantorno Financial Advisors does not provide discretionary trading authority; it delivers recommendations that require client approval and monitors accounts on a periodic rather than continuous basis. Distinctively, the firm operates as a fee-only adviser that does not use the common percentage-of-assets-under-management fee model, instead billing on hourly and fixed-fee arrangements, and it does not custody client assets or participate in wrap-fee programs. The brochure also discloses that the firm’s principal operates a separate residential real estate business, which is described as administratively and financially distinct from the advisory practice.

To learn more about the advisors currently working at Jantorno Financial Advisors, 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.

Name
Location
Years of experience
Lisa Jantorno profile photo Lisa Jantorno
Princeton, NJ
22
Warmer team member

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