At JML Financial Group, we have been serving individuals, families, and business owners since 1982. Founded by Joseph Yocavitch, our independent firm was created with the vision of serving as a trusted guide for people as they navigate the many financial stages of life, offering objective advice and unbiased recommendations.
We understand how busy our clients’ lives are. Whether they’re running a business, building their career, or expanding their family, many don’t have the time to actively manage their assets and create a strategy for their financial future. Acting as your personal financial professional, we strive to handle the many financial decisions you face and let you focus instead on your passions in life.
Over the past three decades, our firm has evolved and grown, but our commitment to our clients has remained unchanged. While we have the resources and services of a large national firm, we offer the personal attention and customized strategies of a small boutique practice. No one strategy fits everyone, which is why we give every client our undivided attention, from the early planning stages to implementation to ongoing reviews. Our proactive approach is to designed to help you create a strategy that addresses your financial goals and objectives using the most efficient methods available. As we understand that everyone encounters challenges and changes along the way, our goal is to anticipate and address those situations ahead of time and help keep you on track toward a meaningful and purpose-driven financial future.
Based in Cherry Hill and Manasquan New Jersey, we serve clients both locally, as well as across the country. We invite you to discover and experience the power of our services.