Why Monmouth County Families Choose Us
Local Expertise: Deep familiarity with Monmouth’s diverse communities, from suburban Wall Township to upscale shore towns. Eric Stiles, CFP® even lives in the area!
Holistic Approach: Whether planning for retirement, college, or generational wealth transfer, our strategies are designed for your community.
Proven Process: A transparent, five-step system keeps you informed and secure in your financial path.
How we serve Monmouth County families:
Retirement & Income Planning
Protect your lifestyle through tailored retirement income strategies.
Time-Segmented Investment Planning
Align near-, mid-, and long‑term buckets with your local financial goals.
Tax & Estate Planning
Address high property taxes and legacy needs: from Belmar to Middletown.
Eric Stiles, CFP®
Financial Advisor
Eric@MaleckiFinancialGroup.com
Series 7, Series 66 Registrations | Life Insurance License: NJ Eric is a dedicated CERTIFIED FINANCIAL PLANNER™ professional specializing in comprehensive wealth building strategies for affluent young families in Monmouth County, NJ...
Stan Malecki, AIF®, CEPA®
President / Regional Director
Stan@MaleckiFinancialGroup.com
Stan J. Malecki, AIF®, CEPA® is a seasoned financial professional with nearly 30 years of experience, specializing in strategic exit planning for business owners, investment and wealth management, retirement planning, 401(k) rollovers...