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rob@tuckerwealthadvisory.com
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Expert advice tailored to your needs

Expert advice tailored to your needs

Welcome!

I offer independent, unbiased and conflict-free financial advice to individuals, families and small businesses. My services are most suitable to those who are:
 
· Mid-career professionals
· Pre-retirees
· Retirees
· DIY investors

Solutions that are accessible to all, regardless of income or assets.  As a fiduciary my ONLY GOAL is your best interest.

I am based in New Jersey and serve clients around the country on a virtual basis.

My services may be a good fit if any of the following questions or issues resonate with you:

  • I am still 15 years or so from retirement, but I'm worried.  My kids will likely still be a financial obligation for me for some time, as will my parents.
  • I'm comfortable managing my own money but would like an independent, second opinion from time to time.
  • I have investments all over the place, and it's hard to get a good grasp of my financial situation.
  • My accountant does a good job filing my tax return, but I wonder if my tax situation is truly optimized.
  • My relationship with my current financial professional seems transactional.  I hardly ever hear from them, and they don't return calls or emails promptly.
  • I don't understand what I’m paying to have my finances managed.
  • How can I ensure that my money does not run out in retirement?
  • How much can I safely spend per month in retirement?
  • The thought of applying for Medicare, Social Security and other insurance programs is daunting.
A Fee-Only and Advice-Only Firm

A Fee-Only and Advice-Only Firm

  • No sales pressure or hidden referral fees
  • Flexible pricing, with engagement options including project-based, hourly or on-going.
  • No asset-based fees
  • Pay as you would for other professional services, such as an attorney or CPA
  • Advice-Only, no need to uproot your accounts from current providers

Why not set up a call to see if this might be of interest to you? There's no downside, and possibly plenty of upside if we decide to work together.

Make an Appointment

Topics of Interest


DIY Investors

DIY Investors

Portfolio and risk management

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Cash Flow

Cash Flow

Optimize you financial strategies

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Retirement<br/>

Retirement

Plan for peace of mind in your later years

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Lifestyle

Lifestyle

Live the life you've always wanted

Learn more

Schedule A Consultation

If you believe you could benefit from working with me, let’s review your goals to see if we might be a good match.

Make an Appointment

A Three Step Process

STEP

1

Assess

Review your financial documents, risk tolerance, and objectives.

STEP

2

Strategize

Present unique financial strategies designed to match your investor profile.

STEP

3

Implement

Life changes? Market volatility? Let's keep your financial objectives on track every step of the way.

Get your financial journey started today.

My first priority is helping you take care of yourself and your family.  Let's learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.

Get in Touch!

Let’s begin the conversation. Submit this form to schedule an initial meeting.

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