I build your investment plan — and help you stick to it.
Investment advice for people in New Jersey. No minimum to start, nothing sold to you, and no vocabulary you need to learn first.
Free, no obligation, and nothing gets signed on it.
Who calls
One of these sound like you?
First real paycheck, money piling up in checking, and no idea what the next step is.
Learn moreCash in the bank you know should be doing more, and a low hum of guilt about it.
Learn moreStill parked with a job you left. You're not sure whether that's a problem or what to move it to.
Learn moreYou pay yourself last, and retirement keeps landing at the bottom of that list.
Learn moreYou've saved. Nobody has told you whether it's enough, or how it turns into a paycheck.
Learn moreThe paycheck stopped and now you have to pay yourself. Nobody teaches that part.
Learn moreThey handled the money and now you are. There's no rush, and no such thing as a dumb question here.
Learn moreAn inheritance, a settlement, or you sold something. You don't want to look back and wonder where it went.
Learn moreYou're not sure what you're paying, what you own, or when you last spoke.
Learn moreNot on this list? Call anyway — twenty minutes, free.
Who you'd work with
Dane
DeBartolo
Owner and adviser
CRD #8201835
I'm the whole firm — the one who picks up, writes your plan, and hears about it if something goes wrong.
I'm also the CEO of Jersey Junkers®, a junk removal company I've run in Monmouth County since 2012, and I still run it. No finance degree. Fifteen years of a business where the math had to work, the licensing New Jersey requires, and a legal duty to put you first.
I do this because I like it. There's a moment where somebody stops dreading the subject and starts feeling like they've got a handle on it — shoulders drop, they start asking sharper questions. I don't get tired of that.
Next step
Twenty minutes.
No cost.
Nothing to prepare and nothing to bring. Tell me what you've got and what's on your mind, and I'll tell you honestly whether I can help.
Want the detail first? Services and fees, common questions, and my filings are all posted.