Lavish Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Lavish Financial Planning advises individual clients, including high‑net‑worth households, and serves employer plan sponsors, offering discretionary and non‑discretionary asset management, one‑time and ongoing financial planning, and employee benefit plan services. The firm manages approximately $35 million in client assets and also facilitates relationships with third‑party managers and custodial platforms for account implementation.
The firm’s investment approach is largely passive and grounded in Modern Portfolio Theory, using diversified allocations of mutual funds and ETFs with periodic rebalancing; it also may deploy third‑party managers for select mandates. Clients commonly grant discretionary authority for trading, but may impose written restrictions, and accounts are executed through a defined set of custodians rather than open brokerage choice.
Distinctive features for a two‑advisor firm include the formal offering of employee benefit plan advisory services and packaged concierge planning that includes tax preparation support and financial advocacy, extending services beyond portfolio construction. Leadership combines CFP credentials with an MBA and prior investment‑banking experience, and the firm’s use of directed brokerage and participation in soft‑dollar arrangements with specific custodians is a notable operational characteristic relative to many peers.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.75% $1,000,001+: 0.60%
$350 per hour
Lavish Pro Package: $2,790 up-front plus $335/month (individual) or $3,300 up-front plus $450/month (couple); Lavish Concierge Package: $12,000 annually (paid monthly)
Main office
1 High Street Court
Morristown NJ 07960
Advisors at this office
2
Most active in
California · Florida · Georgia · Louisiana · New Jersey · New York · Pennsylvania · Texas
Also doing business as
Lavish Financial Planning · Legacy Care Wealth Advisors · Legacy Care Wealth, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Danna J
CFP®, Series 66
Morristown, NJ
Lavish Financial Planning
Danna Jacobs is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Lavish Financial Planning since 2013. She holds the Series 66 designation and was previously involved with Legacy Care Tax, LLC for six years. Jacobs is also a 50% managing member of Legacy Care Holdings, LLC, a holding company that invests in a media startup. Lavish Financial Planning serves individual clients, including high-net-worth households, as well as employer plan sponsors and businesses, offering portfolio management, financial planning, and employee benefit advisory services. The firm emphasizes goal-based asset allocation with a preference for passive, index-based portfolios and integrates employer plan advisory with retail wealth management.
Taylor P
CFP®
Morristown, NJ
Lavish Financial Planning
Taylor Peters is a CFP® professional with three years of industry experience. She is affiliated with Prosperity Road, LLC in Santa Ana, CA, where she has worked since 2021 and also serves as a paraplanner for the firm. Her prior experience includes roles at Lavish Financial Planning, Davidson Capital Corporation, and self-employment. Prosperity Road provides investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm employs a primarily long-term, fundamental investment approach using institutional mutual funds, ETFs, equities, and fixed income, and manages approximately $156.9 million for about 60 clients.
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