Broker Check

Meet the Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Helen Hogan, CFP®

(908) 359-6902

(908) 359-1597

Helen Hogan CFP® has been a registered investment advisor representative* for 18+ years and continues to pursue professional designations and certifications. Helen holds a BA in Psychology and employs that experience in empowering couples to communicate and mutually pursue the financial future they've earned.

Helen has participated in various Executive Leadership Programs including "Business Finance" at the University of Virginia, Darden School, and "Leading in the Next Decade" at the University of Texas. She has also published articles on various communication issues.

One of Helen's strongest commitments is to women in business. Her own experience in rising through the corporate ranks and in having her own businesses gives Helen a perspective that enables her to help other women. 

Helen lives in Hillsborough, NJ with her husband and son. When Helen isn't helping others reach their goals, she enjoys reading, traveling, and visiting with friends near and wide.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.