Aljen Asset Management,  LLC

An Independent Wealth Management

Registered Investment Advisory Firm

About Aljen

Established in 2003, Aljen is dedicated to offering comprehensive financial planning, wealth management, and employee benefits administration services tailored for individuals and business owners alike. Our mission as a Fiduciary is to deliver personalized service, superior investment performance, and expert guidance—from wealth management to retirement planning.

As an independent registered investment advisory firm, Aljen provides strategic portfolio management and comprehensive financial planning solutions for both individuals and corporations. We specialize in qualified retirement plan administration with the focus on serving the needs of small to mid-sized companies. At Aljen, our unwavering commitment is to your financial success.

 

Our Services

Our team is dedicated to helping you achieve your financial goals. We see you as our partner and strive to ensure our financial strategies are always aligned with your best interests. Whether it’s portfolio management, estate planning, retirement planning, or optimizing social security strategies, we consistently provide impartial and expert advice.

Qualified Plan Administration

Aljen Asset Management, LLC offers turnkey retirement solutions customized for small to mid-sized companies. As a full-service benefits administration and Registered Investment Advisory (RIA) firm, our primary focus is ensuring the efficiency and success of your turnkey retirement program, aimed at attracting and retaining key talent.

Resources

These are some useful resources to help you. The information that is provided is strictly a courtesy. When you view any of the provided links, you will be leaving this website. Please be sure to read the full disclosure at the bottom of the resources page.

Wealth Management

As an Independent Fee-Based Registered Investment Advisory Firm (RIA), our commitment is to your financial success. We specialize in providing integrated financial planning and wealth management for tax planning and retirement planning to individuals, families, businesses, trusts, and retirement plans.

Elliott S. Collins CFP®

Mr. Collins was named by New Jersey Monthly Magazine as one of the 2019 Five Star Wealth Managers of the Year.

From Our Blog

Annuities in Financial Planning

As investments, annuities have several unique properties that make them very versatile in addressing a number of financial and investment planning needs. Where an annuity might never have been a consideration by a particular investor, it may, in fact,...

Investment Planning for an Uncertain World

Chances are good that if you turn on the prime time news on any given day or pull up your favorite newspaper on your iPad one of the top stories will relate to emerging risks around the world. Whether it’s strife in the Middle East, tensions with Russia, or...

Managing Liabilities with a Smart Insurance Plan

For anyone trying to protect a lifetime of savings while providing for an uncertain future these are probably familiar terms. The notion of needing protection from the impact of a car accident or a fire at home is something most of us learn with the purchase...

Contact

210 Malapardis Road, Suite 201
Cedar Knolls, New Jersey 07927
Phone: (973) 316-1212
Fax: (973) 316-0020

Copyright © 2020 Aljen Asset Management, LLC. All rights reserved.

Aljen Asset Management, LLC is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where Aljen Asset Management and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Investing involves risk and possible loss of principal capital. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Fee-Only financial planning and investment advisory services are offered through Aljen Asset Management, LLC, a registered investment advisory firm in the state of New Jersey.

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