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Financial strategies that adapt to your evolving life

The right financial guidance can do more than help you achieve the goals you have today. It can open up a world of possibilities and guide you toward your most fulfilling future.

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Avon Financial Group LLC was established in 1998, the third generation of family-owned business’ dating back to 1933. Instilled from this heritage is the Golden Rule of always putting the client first. As a fiduciary financial advisor this principle is actualized through objective advise, mutually beneficial fee-based compensation and personal stewardship of all my clients accounts. I specialize in retirement planning and asset management where my pedigree of business experience, knowledge and integrity creates client confidence and satisfaction. Financial planning and investing require constant engagement, adaptability, anticipatory thinking, and evolving perspectives. These are the keys to AFG’s clients thriving in all stages of life and market conditions. It all begins with in your shoes listening, personal designs, and effective strategies. I strive daily to exceed all of my client’s expectations.

My credentials from The Wharton School of Business and the Executive Benefits Group Specialist planning programs along with certifications as a fiduciary and principle benefit every client. But my real-world business knowledge and experience is what separates me from my peers. Since 1981, working with my family’s 50-year-old manufacturing business, I have dealt with retirement plans, asset investing, business succession, pensions and estate planning. Our brand “Know More, Live More” clearly defines our mission and client relationship ethos. I hope you’ll give me the opportunity to prove the difference I make in my client’s lives.

As a 35-year resident I’ve been active in many community activities from Biddy Basketball to Wall High School referendums. I’m now the proud Dad of two amazing women, wives and Moms. I love the shore area and the people here. Inevitability life throws up curve balls so with a tongue in cheek synopsis I can succinctly describe my personal life as: married, divorced, raised two girls, dog died, still single. I currently enjoy peace and quiet, the outdoors, fitness, skiing, the ocean and formula one racing.

Securities and investment advisory services offered through Equitable Advisors (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Why work with a financial professional

We understand that financial guidance is about more than just money. It’s about appreciating who you are and what you want in life. Then working with you to design a comprehensive, personalized financial strategy that fits your goals today and your vision of tomorrow. It’s about helping you build a fulfilling future, your way.

Client Centered

We are here for you

  • To understand your situation – The most important work we do is getting to know who you are.
  • To respect your assets – We listen, learn, and build on your existing assets – respecting the choices you’ve already made.
Client Centered

We work alongside you

  • To educate you on your options – When you have questions, we’ll be ready with answers and the options to help you achieve your goals and objectives.
  • To provide clear recommendations and financial strategies – With insight and clarity, we guide you as you make some of your own life’s most important decisions.
Client Centered

We evolve with you

  • To track your progress – We help you understand financial performance and, more specifically, progress toward the goals you’ve communicated to us.
  • To stay in touch – With products and services designed for you at every stage of life, we help you secure your well-being, so you can live the life that’s most meaningful to you.

Choosing the right financial professional for your wealth management needs

We understand how difficult it can be to plan for the future. That’s why you and your family will never feel like you are walking this path alone. Instead, we want to work with you, in a true collaboration, so your vision is combined with our experience in helping people systematically reach their goals.

The right financial strategy can make all the difference

We are a full-service wealth management firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners and are dedicated to helping you identify your goals and make sound decisions to help you successfully reach them.

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1Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor.