Mountainside, NJ Office
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Talisman Wealth Advisors, LLC
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About
Talisman Wealth Advisors provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, corporations and other business entities. The firm manages approximately $251 million on a discretionary basis for roughly 141 clients and offers both standalone planning engagements and comprehensive wealth management relationships.
TWA’s investment approach emphasizes diversified, low‑cost core portfolios grounded in a Modern Portfolio Theory framework, with a focus on tax minimization, behavioral finance, and long‑term purchases; the firm implements these strategies using ETFs, mutual funds, separately managed accounts, third‑party Independent Managers and LPL’s Manager Access Select SMA/Model platforms. It also sponsors and manages the Talisman Wealth Advisors Wrap Program, which bundles advisory and execution services and absorbs transaction costs for participants, and will implement sustainable/ESG strategies when requested by clients.
Compared with many peers, TWA’s brochure discloses that it both sponsors a wrap fee program and receives significant practice support from custodians (including LPL), such as technology, marketing support and forgivable loans to certain supervised persons—arrangements the firm acknowledges as creating potential conflicts of interest and describes steps to mitigate. The firm’s public materials also note the use of client testimonials in its advertising, a practice that is uncommon among similarly supported advisory firms.
Based on Talisman Wealth Advisors, LLC
Expertise
Based on Talisman Wealth Advisors, LLC
Location
1162 Springfield Ave, 2nd Floor
Mountainside NJ 07092
Advisors at this office
3
Advisors at this office
Francis G
Series 66
Mountainside, NJ
Talisman Wealth Advisors, LLC
Francis Granizo is a financial advisor with Talisman Wealth Advisors, LLC, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith, Inc. He has been with Talisman Wealth Advisors since 2021. Talisman Wealth Advisors serves individuals, trusts, estates, corporations, and other business entities, including high-net-worth clients. The firm uses a goal-driven, asset-allocation approach based on Modern Portfolio Theory, combining low-cost index ETFs with active managers and sustainable investment options.
Jennifer K
Series 66
Mountainside, NJ
Talisman Wealth Advisors, LLC
Jennifer Kirby is a financial advisor at Talisman Wealth Advisors, LLC with 13 years of industry experience. She holds the Series 66 designation and has previously worked at Bank of America, Merrill Lynch, and Private Portfolio Partners. Talisman Wealth Advisors provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, corporations, and other business entities. The firm manages approximately $251 million on a discretionary basis and emphasizes diversified, low-cost core portfolios grounded in a Modern Portfolio Theory framework, incorporating tax minimization, behavioral finance, and long-term strategies.
Matthew G
Series 65
Mountainside, NJ
Talisman Wealth Advisors, LLC
Matthew Granizo is a financial advisor with Talisman Wealth Advisors, LLC, holding a Series 65 credential. He has one year of industry experience, including a current role at Fidelity Investments and prior work with Talisman Wealth Advisors. Before entering finance, he worked several years in education at various schools. Talisman Wealth Advisors provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, corporations, and other business entities. The firm manages approximately $251 million for around 141 clients, employing a diversified, low-cost investment approach grounded in Modern Portfolio Theory and emphasizing tax minimization and behavioral finance.
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