At Lease Investment Advisors, I believe that professional investment management should be accessible to everyone, regardless of account size. As a fee-only fiduciary advisor, I work exclusively in your best interest to help you build and preserve wealth for the long term.
Located on Main Street in Toms River, New Jersey, I serve families and small business owners throughout Ocean County with personalized investment management and comprehensive financial planning services.
Lease Investment Advisors
Services
I provide professional portfolio management using a disciplined approach that combines fundamental analysis with cost-effective investing strategies.
What I Do:
Create personalized investment portfolios based on your goals and risk tolerance
Utilize low-cost index funds and carefully selected individual securities
Provide ongoing monitoring, rebalancing, and tax-efficient management
Implement strategic asset allocation with regular portfolio reviews
My Investment Philosophy: I believe in building diversified portfolios using high-quality, low-cost investments. By combining broad market index funds with selective individual securities, I aim to optimize your risk-adjusted returns while keeping costs low.
Investment Management
Comprehensive financial planning services to help you make informed decisions about your financial future.
Planning Services Include:
Retirement Planning: Social Security optimization, withdrawal strategies, pension analysis
Education Funding: 529 plans, ESAs, custodial accounts, and college savings strategies to balance college savings with retirement goals
Risk Management: Life, disability, and long-term care insurance analysis to protect what matters most
Estate Planning Coordination: Coordinating with your attorney and CPA on wealth transfer, beneficiary strategies, and legacy goals
Financial Foundation: Budgeting, debt management, emergency fund strategies, and goal prioritization
Family & Education Planning
Retirement Solutions for Self-Employed Professionals & Small Business
Self-Employed & Small Business Retirement Plans:
Solo 401(k) and small business 401(k) setup and management
Simple, cost-effective plan design that grows with your business
Employee education and enrollment support
Fiduciary guidance and compliance assistance
Business Owner Planning:
Tax-advantaged retirement strategies for business owners
Business succession and exit planning
Key person insurance strategies
Personal financial planning tailored to entrepreneurial income
Why Choose Lease Investment Advisors
Fee-Only & Fiduciary
As a fee-only advisor, I never receive commissions from investment products. I am legally and ethically bound to act as a fiduciary, always putting your interests first.
No Account Minimums
I believe professional investment management should be accessible to everyone. Whether you're just starting to build wealth or planning for retirement, I’m here to help.
Personalized Service
Every client receives individualized attention. I take the time to understand your unique situation, goals, and concerns to create a customized strategy.
Transparent Pricing
My fee structure is clear and straightforward
Contact Us
Interested in working together? Fill out some info and I will be in touch shortly. I can’t wait to hear from you!