Concierge Financial Planning, LLC

Specialties

Concierge Financial Planning is an independent, Fee-​Only financial planning and Registered Investment Advisory firm located in Scotch Plains, New Jersey. We specialize in providing hourly, as-​needed financial planning and guidance to individuals and families, regardless of their net worth, income or investable assets. As Fee-​Only advisors, we work solely for our clients. Because no commissions are ever received, all potential conflicts of interest regarding compensation are removed.

We work with people from all walks of life all over New Jersey, providing hourly, Fee-​only financial planning and counsel for everyday life. Clients have the flexibility to engage us on either a one-​time, as-​needed, or ongoing basis.

History

Established in 2009.

Because we are Fee-​Only financial planners, all conflicts of interest regarding compensation are removed. We do not accept sales commissions; we work solely for our clients. Because we do not sell financial products such as investments and insurance, there are no third-​party relationships or outside influences to color our thinking and financial recommendations.

In addition, our firm is a Registered Investment Advisor (RIA); as such, we must comply with a host of regulations designed to protect the consumer. One important question you should always ask when considering a financial planner’s services: ”May I please have a copy of your ADV Part 2?” This document contains important information about the planner’s qualifications, fiduciary duties, history of any past violations, etc. We would be happy to send you a copy of our ADV Part 2.

Meet the Business Owner

Ann M.

Business Owner

Ann Minnium, CFP® is the founder and Principal of Concierge Financial Planning, LLC in Scotch Plains, New Jersey. She started the first chapter of her professional career swimming with the sharks on Wall Street, working at JP Morgan. She later moved to Bankers Trust Company and was involved in the birth of the financial derivatives market. She ended this phase of her career at what is today Deutsche Bank Hong Kong.

In the second chapter of Ann’s professional history Ann worked to apply her skills to the non-​profit world on a pro bono basis.

In founding Concierge Financial Planning, Ann is marrying skills learned in the first two chapters of her professional life: Wall Street sophistication with a Main Street desire to help people get the best financial advice in the most efficient manner.

As a business owner, Ann is able to focus solely on her customers; without the need to maximize every penny of revenue; She is motivated by each client’s success and peace of mind.