At Lease Investment Advisors, we believe that professional investment management should be accessible to everyone, regardless of account size. As a fee-only fiduciary advisor, we work exclusively in your best interest to help you build and preserve wealth for the long term.
Located in Toms River, New Jersey, we serve families and small business owners throughout Ocean County with personalized investment management and comprehensive financial planning services.
About Lease Investment Advisors
Our Services
We provide professional portfolio management using a disciplined approach that combines fundamental analysis with cost-effective investing strategies.
What We Do:
Create personalized investment portfolios based on your goals and risk tolerance
Utilize low-cost index funds and carefully selected individual securities
Provide ongoing monitoring, rebalancing, and tax-efficient management
Implement strategic asset allocation with regular portfolio reviews
Our Investment Philosophy: We believe in building diversified portfolios using high-quality, low-cost investments. By combining broad market index funds with selective individual securities, we aim to optimize your risk-adjusted returns while keeping costs low.
Investment Management
Comprehensive financial planning services to help you make informed decisions about your financial future.
Planning Services Include:
Retirement Planning: Social Security optimization, withdrawal strategies, pension analysis
Education Funding: 529 plans, ESAs, custodial accounts, and college savings strategies
Insurance Analysis: Life, disability, and long-term care insurance review
Estate Planning Coordination: Working with your attorney and CPA on wealth transfer strategies
Cash Flow Planning: Budgeting, debt management, and financial goal prioritization
Family & Education Planning
Specialized services for business owners and their employees.
Business Retirement Plans:
401(k) plan setup and ongoing management
Employee education and enrollment assistance
Fiduciary support and investment oversight
Plan compliance and administrative coordination
Business Owner Planning:
Business succession planning
Key person insurance strategies
Executive compensation planning
Personal financial planning for business owners
Small Business Services
Why Choose Lease Investment Advisors
Fee-Only & Fiduciary
As a fee-only advisor, we never receive commissions from investment products. We are legally and ethically bound to act as a fiduciary, always putting your interests first.
No Account Minimums
We believe professional investment management should be accessible to everyone. Whether you're just starting to build wealth or planning for retirement, we're here to help.
Personalized Service
Every client receives individualized attention. We take the time to understand your unique situation, goals, and concerns to create a customized strategy.
Transparent Pricing
Our fee structure is clear and straightforward
Contact Us
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