I help my clients make confident decisions based on their goals and concerns. Every client is different, so I customize my planning and solutions for their specific needs. My best work is with clients who value advice and have the desire to act upon that advice.

I value long-term client relationships and strive to provide excellent service, straightforward, personalized strategies, and financial education. It is my priority to provide my clients with a comprehensive plan to help reach their goals and identify issues that may put them at risk.

A little about me…

I have been working with retirement plan participants in several capacities for 25 years, the last 16 as a financial advisor.  I hold my Series 6 and series 63 securities registrations.  I am married with 2 children and reside in Sewell, NJ. I enjoy golf, travel, visiting local wineries, and playing guitar.  I play acoustic and electric bass in my church’s praise team on Sundays where my youngest son is also the lead guitarist.  I graduated Magna Cum Laude from Northeastern University with a Bachelor of Science in Business Administration with a concentration in Entrepreneurship.

I enjoy the satisfaction I get not only from answering clients’ questions but also expanding on those conversations to make sure they are satisfied and educated.

Visit my website at www.RodneyBoylan.com