973-244-4140 info@keyclientfa.com Client Login

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Combined 70 years
of experience

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Economic based
solutions

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Strong partnerships

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Holistic Approach

We're a group of professional
financial advisors.

Key Client Fiduciary Advisors, LLC is an independent, full-service investment planning practice that acts as a fiduciary by providing clients with completely unbiased solutions that are in their best interests. We are a Registered Investment Advisor with the SEC, offering all types of investment and planning services.

Portfolio & Wealth Management

In finance, a portfolio is a collection of investments held by an investment company, hedge fund, financial institution or individual utilizing a variety of investment and savings products. Each portfolio is managed and monitored according to one’s specific financial goals, investment objectives and risk tolerance.

Financial Planning

A financial plan is a comprehensive evaluation of an individual’s current income and future financial state by using current known variables to predict future income, asset values and withdrawal plans. We build financial plans for clients which often cover savings and cash flow management, retirement funding, investment planning, risk management, insurance planning, efficient tax planning, estate planning and business succession planning.

Corporate Retirement and Benefit Services

An appropriate corporate retirement and benefit package is crucial for companies in attracting and retaining key employees. We help corporations establish custom retirement and benefit programs for their employees.  These include 401k, cash balance pension, and executive bonus plans as well as health benefit packages.

Education and Estate Planning

Estate planning is the process of anticipating and arranging, during a person’s life, for the disposal of their estate. Estate planning can be used to eliminate uncertainties over the administration of a probate and to maximize the value of the estate by reducing taxes and other expenses.

Insurance

Insurance is an important element of any sound financial plan. Different kinds of insurance help to protect you and your loved ones against the cost of accidents, illness, disability, and death. Insurance can also be an important component of estate and tax planning. We also provide all types of business insurance to corporate clients.

Individual Retirement Planning

There are a variety of retirement planning options that can help meet your savings goals. Your employer funds some; you fund some. We will help you determine which options best suit your specific circumstances and then help you build a plan to properly fund and invest to reach your goals.

Request a Consultation

We hope you find our website to be a useful tool in getting to know who we are and how we can help you. Please feel comfortable in contacting us on any investment or planning matter and we will promptly respond.

Key Client Fiduciary Advisors, LLC (“Key Client” or “the Firm”) is an SEC Registered Investment Advisor located in New Jersey.  Registration does not imply a certain level of skill or training. The Firm may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. For information pertaining to the registration status of the Firm, as well as its fees and services, please contact the Firm or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov).  No portion of any content on this website is to be interpreted as a testimonial or endorsement of Key Client’s investment advisory services and it is not known whether any clients referenced herein approve of Key Client or its services; nor should it be assumed that any references to clients are representative of all of the Firms clients’ experiences. The information contained herein should not be construed as personalized investment advice and should not be considered as a solicitation to buy or sell any security or engage in a particular investment strategy. Past performance is no guarantee of future results.  Investing in the stock market involves gains and losses and may not be suitable for all investors. Key Client does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to on this website or incorporated herein, and takes no responsibility therefore.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

WARRANTIES & DISCLAIMERS

There are no warranties implied.

Key Client Fiduciary Advisors is an SEC registered investment adviser located in Fairfield, New Jersey. Key Client Fiduciary Advisors may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements Key Client Fiduciary Advisors web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Key Client Fiduciary Advisors web site on the Internet should not be construed by any consumer and/or prospective client as Key Client Fiduciary Advisors solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Key Client Fiduciary Advisors with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Key Client Fiduciary Advisors, please contact the state securities regulators for those states in which Key Client Fiduciary Advisors maintains a registration filing. A copy of Key Client Fiduciary Advisors current written disclosure statement discussing Key Client Fiduciary Advisors business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Key Client Fiduciary Advisors upon written request. Key Client Fiduciary Advisors does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked Key Client Fiduciary Advisors web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only.  Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal advice.

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This information is intended for use only by residents of (CA, CO, DC, DE, FL, IL, MA, MD, NC, NJ, NM, NY, PA, RI, SC, TX, VT). Securities-related services may not be provided to individuals residing in any state not listed above.

Please consult with the FA as s/he may not be registered in all states. Insurance-related services may not be provided to individuals residing in any states other than (CA, NC, NJ, NY, SC).

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