1680 Route 23
Suite 210
Wayne, NJ 07470
United States
Phone: 973-557-2933
Fax: 973-858-0201
Email: reed@highlandplanning.com
Website: https://www.highlandplanning.com
Training: Active Registered Life Planner® more info
About My Practice
We are an independent Registered Investment Advisory firm serving high-net-worth families and individuals nationwide from our location in Wayne, NJ. We differ from other firms because we emphasize a team approach to managing your finances and investments. Though you work with a primary wealth advisor, you always receive the support of our entire team. And because we are a fee-only, fiduciary advisor, you can rest assured that our recommendations are made in your best interest, not so we can earn a commission.
About Reed Fraasa
Reed has 30 years of experience as a fiduciary advisor, providing financial planning and investment management, and is the author of The Person is the Plan®, a unique financial planning process. Reed is a frequent guest contributor on PBS Nightly Business Report and has been featured in the New York Times, Wall Street Journal, and Star-Ledger newspapers.
Ideal Clients
Reed Fraasa focuses in the following client markets or areas of practice:
Business Owners - Qualified Plans
Investment Management
Estate & Generational Planning Issues
Financial Psychology/Coaching
High Net Worth Client Needs
Investment Advice with Ongoing Management
Medical Professionals
Qualifications
Retirees and Pre-Retirees, Business Owners, Corporate Executives, Career Changers, Medical Practices, and Widow/Widowers.
Compensation
We are an independent, Registered Investment Advisory firm based in Wayne, NJ, serving high-net-worth families and individuals nationwide since 1987. Our objective is to simplify your financial life, help you achieve your goals, protect your family and lifestyle, and plan your legacy. We do this through a team approach that emphasizes our fiduciary duty to always act in your best interest. And as a fee-only firm, you can rest assured that we do not receive commissions—we are paid only by you for the services we provide you.
Industry Start Date
1990