Monmouth County Financial Planning | Wall Township, Belmar & Shore Communities

Your Monmouth County Financial Advisors

From Wall Township to Sea Girt, helping local families build, protect, and transfer wealth across generations.

Whether you've lived down the shore for years or you're gearing up for a big change, having a plan is just the first step. Not sure where to start? That's what we're here for:

Schedule Your Complimentary Consultation

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

(732) 248-9400 x1108

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

(732) 248-9400 x1104

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...

Schedule a Consultation

Contact Us Today

Book your complimentary consultation, and let’s create a plan that works for your family, finances, and shore-to-suburb lifestyle.

Frequently Asked Questions from Monmouth County Residents

How can I prepare for retirement in Monmouth County?

Preparing for retirement typically includes reviewing your savings, investments, expected retirement expenses, income sources, and long-term goals.

Working with a full-service financial advisory firm like Malecki Financial Group can help set you find clarity and build longevity into your plan. Contact the office today to get started!

How often should I review my financial plan?

Most individuals benefit from reviewing their financial plan at least annually or following major life events such as retirement, marriage, inheritance, or career changes.

How can a financial advisor help with retirement income planning?

Retirement income planning focuses on creating sustainable income from retirement accounts, investments, Social Security, and other resources. The goal is to help support your lifestyle throughout retirement.

Not ready to give up working, or trips down the shore? We can account for that.

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