Brian M. Fullman is Principal and Managing Partner. He develops prudent financial strategies to gather, grow, retain and transfer wealth to the next generations.
Brian has accumulated 28 years in the financial industry and previously worked as a Senior Financial Advisor with The Ford Financial Group. His interest in financial services stems from the notion that there is no “rewind button” in life. He believes that financial goals are essential and prudent strategies are the best avenue to achieve them. The satisfaction of seeing the results of a successful planning process on individuals, families, and businesses is his passion.
Brian is a multi-year winner of Five Star Wealth Manager in NJ monthly magazine. He currently resides in Brick, NJ, with his wife, Jackie. In his free time, you can find him enjoying the beach, boating, and simply being with his family.