Key Client Fiduciary Advisors, LLC

Key Client Fiduciary Advisors offers comprehensive financial planning, continuous investment management, and retirement plan consulting for individuals, families, and businesses. Founded in 2018 and based in Fairfield, New Jersey, the firm manages portfolios on a discretionary basis, meaning professionals make trades on your behalf based on your goals, risk tolerance, and tax considerations. Key Client Fiduciary Advisors helps clients evaluate their financial situation across personal records, tax and cash flow, investments, insurance, retirement, and estate planning. The firm also assists with selecting and monitoring independent managers to handle portions of client assets and can provide guidance on retirement accounts and employer-sponsored plans. While the firm focuses on customized portfolio management and financial planning, certain team members also offer insurance products separately.