We are an independent Registered Investment Advisory firm serving high-net-worth families and individuals nationwide from our location in Wayne, NJ. We differ from other firms because we emphasize a team approach to managing your finances and investments. Though you work with a primary wealth advisor, you always receive the support of our entire team. And because we are a fee-only, fiduciary advisor, you can rest assured that our recommendations are made in your best interest, not so we can earn a commission.
Edward Leach
Partner, MBA, CFP®
My primary role as a Wealth Advisor is to provide the clients of HIGHLAND Financial Advisors the life-changing experience of financial progress and freedom. In addition to working with clients, my role as an Owner of HIGHLAND Financial Advisors is to lead and assist in various management responsibilities while being a steward of our firm's Team First Approach.
AnnaMarie Mock
Partner, CFP®
My primary role as a Wealth Advisor is to provide the clients of HIGHLAND Financial Advisors with the confidence to make good decisions around money and help achieve what matters most to them. As an Owner of HIGHLAND Financial Advisors, I am involved in management activities and fostering a culture of putting others first.
Joseph Goldy
CFP®
I began as a Senior Analyst during the pandemic at the beginning of 2020 and focused on obtaining my CFP® designation. Fortunately, despite Covid, raising my two boys, starting a new job, and finalizing a divorce, I passed the CFP® final exam and became a Wealth Advisor. After experiencing the divorce process firsthand and witnessing many areas that could derail someone's financial plan, I have decided to make this an area of focus and am a member of The National Association of Divorce Professionals.
Gary Hirsh
CPA, CFP®
I work part-time, generally Monday, Wednesday, and Friday. The most competent CPAs will get you to the same place within the CPA profession. As Wealth Advisors, we can change clients' lives. In addition to managing the clients I brought to the firm, I enjoy being a resource to the firm for tax and investment advice. Having worked in many "silo" firms, I enjoy being part of the HIGHLAND Financial Advisors team approach.
Reed Fraasa
Founder, CFP®, AIF®, RLP®
My primary role at HIGHLAND Financial Advisors is the steward of our culture and mission. As a Wealth Advisor, I love the work I do helping people discover the life that is calling to them and providing clarity and a plan to realize their goals and objectives. As the Chief Investment Officer, I ensure we pursue evidence-based investment strategies that will most likely improve our clients' odds of success.
General Information |
| Firm Start Year: | 1987 | |
| No. of Employees: | 10-19 | |
| Insurance License#: | N/A |
| Name of Custodial Firm: | Charles Schwab |
| States Licensed in: | NJ |
| Number of Years with Current Firm: | 27 |
| Work with the following types of clients: | Non-Profit Organizations, Individual Investors, Businesses |
| Advisory Services Provided: | Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Estate Planning & Trusts |
Services |
| Investment Types: | Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Bonds, Stocks, Options & Futures, Insurance, Mutual Funds, Commodities, Annuities, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Your Home, Our Office, Phone, Your Office, Video Conference |
Firm Information |
| Firm's Number of Clients: | 268 |
| Firm's Number of Planning Clients: | 268 |
| Firm's Number of Managed Clients: | 268 |
| Assets Managed by Firm: | $460,000,000 |
Compensation and Fees |
| Fee Structure: | Fee-Only |
| Minimum Portfolio Size for New Managed Accounts: | $1,000,000 |
| Compensation Methods: | Based on Assets |
| Fee % Based on Assets: | 1% |
| Hourly Rate: | N/A |
| Minimum Fee Charged for Managed Accounts: | $10,000 |
| Minimum Fee Charged for Hourly Planning Accounts: | N/A |
FAQs |
Do you have a customer satisfaction or refund policy?Clients can terminate their agreement at any time and will be refunded any remainder of their quarterly fee. |
Why should I choose you as my financial advisor?You should choose us as your financial advisor for our three unique qualities. Some firms may have one or two of these, but we believe we are the only firm with all three: 1) We are a Real Fiduciary Advisor. 2) We use a team approach when it comes to financial planning. 3) All clients received a personalized wealth management plan. |
How do you charge for your services?We charge 1% on the first $1,000,000, .5% on assets between $1,000,000 and $10,000,000, and .25% on assets above $25,000,000. |
What financial institution(s) do you represent?We are a 100% independent firm and do not represent any financial institutions. |
Disclosures |
Registered Investment Advisor:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 9:00 AM - 5:00 PM |
| Tue. | 9:00 AM - 5:00 PM |
| Wed. | 9:00 AM - 5:00 PM |
| Thu. | 9:00 AM - 5:00 PM |
| Fri. | 9:00 AM - 5:00 PM |
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