Helping New Jersey residents and “expats” achieve life goals with a sense of financial security for more than 30 years.
- Retirement Planning
- Estate Planning
- Investment Planning
- Risk Management
- Income Taxes
- Cash Flow and Budgeting
- Survivor Planning
- Sudden Wealth Management
Do one (or more) of these sound familiar? Click on the "bricks" below to see how Bodnar Financial can help you in every chapter of life.
How can we help you manage your financial future?
Bodnar Financial is a full-service financial planning company that has specialized in the management of major life events for almost 30 years.
Whether you are a newlywed looking to buy a home, a professional athlete trying to adjust to sudden wealth, or a recent widow looking to close an estate, Bodnar Financial provides guidance for every chapter of life.
We believe money is a tool to help people navigate through life’s pivotal moments with peace of mind. It allows families to build a lifestyle aligned with their values and goals.
The world can be unpredictable. Let Bodnar Financial help you develop a sound financial strategy that will grow with you, and evolve with changing life circumstances.
Our operating mission is simple:
- Treat clients as we wish to be treated
- Maintain a cheerful friendly atmosphere
- Maintain a family focus
- Maintain strong ethics and values
- Have fun…Life’s too short to not enjoy where you work, and who you work with!
There is no net worth minimum required to be a Bodnar Financial client. We believe everyone deserves trusted financial advice, regardless of their starting balance.