The SHM Financial Group is proud to have a multi-generational team of financial advisors. Our team consists of three generations of financial professionals giving us a unique collective insight into the history and future outlook of financial planning.
We are an independent family-run small business. Our independence gives us the ability to make unbiased decisions and nimble movements with the utmost transparency. We keep our practice small so that we can give each client the individualized attention they deserve.
The SHM Financial Group believes in educating clients so they can make sound financial decisions with their unique individual needs in mind. We accomplish this by utilizing a comprehensive approach that includes working with quality professionals for investment analysis, asset protection, tax reduction strategies, insurance, long term care planning and estate planning.
The SHM Financial Group services clients across the country with our headquarters in the Greater Philadelphia region. We have three office locations: Voorhees, NJ, Collingswood, NJ, and Lakehurst, NJ.
The Molotsky Tax Advisory Group, LLC
Our affiliate organization is a fee based Registered Investment Advisory firm working in conjunction with The SHM Financial Group. Firm assets are held at Pershing, LLC. Pershing is a subsidiary of the Bank of New York Mellon.
Josh Reisman, VP of The Molotsky Tax Advisory Group, LLC, was recently featured on a Dow Jones financial blog.
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