Justin C. Muro

As I approach my 20th year of helping people build successful financial futures, I have witnessed how much investing and client's needs have changed over the years.  Coming from Wall Street and trading on the NASDAQ stock market in the 90's to now, where I am constructing life plans for families, it has been a wonderful and fulfilling journey. I remain fully registered and up to date with my financial certifications to be continue providing timely insight with a variety of financial services. 

This brings me to today, with low-cost online planning being one of the newer technologies, I continue to see the benefits that one-on-one personalized financial advice serves and truly believe will outdo any 1-800 number or chat box can provide.  Cookie cutter portfolio construction and inexperienced service center advice may be sound fine for some, but this is your livelihood and maybe you don't want to chance it.  I believe in the whole person, the whole dream and therefore customized personal service encompassing the whole financial health requires more than check boxes. I have been financial planning since 2004 and my business has grown due to the trustworthy relationships based on me listening and being able to pivot when new situations arise for all my clients. For years advisors have been sitting across clients at dining or board room tables, places of work or even the local coffee shop now we find ourselves in this virtual world. The team I have put together and the technologies that I have and will continue to implement will help ensure we can continue to provide the personalized service that my clients need for the next 20 years. 

On a personal note, I remain happily married to my wife Melissa of twenty years and we were fortunate enough to bring our son Jack into this world in 2017. Melissa is a high school teacher which gains me much insight into the life of teachers and Jack is proving why I must keep up with technology and the ever-changing world we live in. In my free time I like to golf, kayak, work around my house, read and spend quality time with my small family.