Angel Oak Financial Services, LLC was founded by Rob Solimano, CFP® on the belief that planning services and the investment advice that follows should be in perfect balance with the life you want to live. Financial planning is a process consisting of an individual's lifetime events, money, emotion and time. It is as much art as science and when practiced correctly, with the client always put first, leads to a richer life overall.
Angel Oak Financial Services, LLC is a Registered Investment Advisor in the state of New Jersey. As a Registered Investment Advisor, by regulation, we are upheld by a fiduciary standard to our clients. As a fiduciary we are required to put our client's interests first. We are also required to disclose any conflicts of interest to them which would prevent us from providing investment and planning advice that is not in their best interest. We believe that by offering fee-only services, we mitigate potential conflicts of interest, real or perceived.
The firm was founded on the cornerstone that planning services and the advice that follows should be in perfect balance with the life you want to live. Financial planning is as much art as science and when practiced, with the client always put first, leads to a richer life overall.
We measure a life's wealth not only by what one has accumulated along the way, but equally by how well a person has lived their life consistent with their stated goals and objectives and level of personal fulfillment.
We strive to help those with shared values achieve their life's equilibrium. We enjoy the stories that make each client unique and always strive to be an important part of their life and success. We look forward to hearing your story.