Edgewater, NJ Office

Mezzasalma Advisors provides discretionary and non‑discretionary portfolio management, standalone financial planning, and retirement plan consulting to individuals (including high‑net‑worth clients) and employer plan sponsors. The firm documents personalized investment policies through conversations about goals, time horizon and risk tolerance, and generally requires a minimum account size for portfolio management while completing written financial plans within an expected six‑month timeframe when information is provided promptly.

The firm combines multiple analytical approaches—fundamental analysis, technical/charting methods and cyclical analysis—and typically pursues long‑term purchase strategies while tailoring allocations to client objectives; accounts are reviewed at least annually. Mezzasalma Advisors discloses the use of margin transactions in client accounts and may recommend third‑party money managers, monitoring their alignment with client goals.

Mezzasalma Advisors is affiliated with Mezzasalma, CPAs and notes that principals are licensed CPAs (one is also a CFP®), with cross‑referrals between the advisory and accounting practices while keeping the services and compensation separate. The firm also discloses formal referral/solicitor compensation arrangements, maintains a separate dba (Lyceum Financial) for client‑facing branding, and uses third‑party vendors (for example, for class‑action claim monitoring), practices that distinguish it from many peers.