Ancona Financial Advisors was founded by Michael Ancona CFA, CFP, a veteran financial advisor with over two decades of private and institutional experience. We are truly "fee-only". Our only source of revenue is our client, in sharp contrast to the stockbroker who is paid by the brokerage. Brokers sell product, we sell time and knowledge.

Mike Ancona is an adjunct professor in the Rutgers MBA program and brings that commitment to education to each client relationship. Our clients work with the owner. They know where they are going and understand what they are doing to get there.

The Chartered Financial Analyst designation (CFA) is the global standard for measuring the competence and integrity of investment professionals. We believe those who have reached a certain level should entrust their financial security to a professional.

Fees and expenses, many hidden in retail funds, can wipe out half of your retirement nest egg. We use low cost institutional funds and NYT best selling author Ric Edelman's managed asset programs to reduce fees and increase returns in your portfolio. You build a financially secure future with a comfortable retirement.
We're not for everyone. Our clients understand that the importance of money is in what it helps us achieve in life. Ancona Financial provides a way to be more efficient in managing the mundane responsibilities all of us have. It is a way of liberating the time and energy required to, as Emerson said, "laugh often and love much." on your own path to success.

To help determine if you need the assistance of a financial advisor, ask yourself the following questions:

1. Are you perfectly happy with the financial advice you’ve been getting over the past couple of years?
2. Are you pleased with the amount of volatility (fluctuations of value) in your investment account?
3. After browsing this web site, do you suspect too large a chunk of your nest egg is being lost to broker fees and expenses?
4. Can you see the wisdom of at least getting a second opinion at this point?

If your answer to these questions indicates a need for some aspect of unbiased financial help, click here to further determine how our services would be appropriate for you. More information about our services can be found in the Building a Relationship Sections

Our firm's first priority is to add value and security for our busy clients. We're not for those looking for a "home run". We believe you should be able to live life fully today and, at the same time, create a plan for your future. Our prudent financial planning and cutting edge management services provide the strategies necessary to be successful.

When you're ready, please contact us at mike@anconafinancial.com or call (908) 322-9200 to establish a no-obligation complimentary appointment and begin your financial planning process now.