+1 (856) 210-6494

Premium Wealth
Management

We're driven to empower your financial goals through precision investing and proven strategies. We use Intelligent Investing to achieve Remarkable Results.

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Individuals

Individual investors seeking personalized investment management

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Families

Families seeking personalized investment management.

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Businesses

Businesses seeking tailored financial guidance and solutions.

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Non-Profits

Non-profit organizations seeking customized financial guidance and support.

Client-focused money management

We're Not Your Average Investment Advisors

registered fiduciary wealth management

Fiduciary

At Friedenthal Financial, our fiduciary commitment ensures we act in your best interest with transparency and integrity.

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Fee only investment firm

Fee-Only

We're set up to prioritize our client's interests. That's why we charge a simple, fair, and transparent fee.  

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Tech-Driven Investing Icon

Tech-Driven

We leverage cutting-edge technology to optimize your investment strategies and enhance your client experience.

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wealth management structured for you

We're Structured to Put You First

Our fees are aligned with your interests. Our only compensation is from our clients, who pay us a simple and fair fee for our services. By eliminating inherent conflicts, we are able to offer our true expertise and an unbiased investment approach to help you achieve your financial goals.

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Not Just One: We're You're Personal Success Team

With Friedenthal Financial, you get access to a collaborative team of experienced investment professionals, all focused on building your success. Our client-first culture ensures that your needs are supported by the entire team, working to provide exceptional customer service.

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your personal investment success team
Our People

Meet Your Personal Success Team of Investment Professionals

Mark Friedenthal
President
Ryan Wheeler, CFA
Chief Investment Officer
Claudia Saia, CFA
Director of Operations and Client Services
Charlie Sinha
Junior Portfolio Manager
More Experts
what makes Friedenthal Financial different
WHo WE ARE

What Makes Friedenthal Financial Different?

Since 2009, Friedenthal Financial has been a trusted team of fiduciary, fee-only investment advisors dedicated to putting our clients first. With decades of diverse investment experience, we manage portfolios using cutting-edge technology and proprietary models, delivering Wall Street-caliber financial analysis to Main Street.

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Our Numbers

$
180
M

Assets Under
Management

The total funds clients actively hold at Friedenthal Financial.

175
+

Clients
Served

The number of clients that entrust us to manage their financial futures.

65
+

Years of
Experience

The number of combined years of experience our investment experts have.

COMPREHENSIVE SERVICES

Portfolio Management

Enjoy these excellent investment services when you choose portfolio management at Friedenthal Financial

Risk Assessment
Outside Asset & Liability Advice
Generational Planning
Retirement Planning
Holistic Portfolio Management

We use the Tolerisk® Risk Tolerance Assessment to determine the appropriate investment risk level, considering both your ability and willingness to take risks.

  • Comprehensive evaluation of your ability and willingness to take investment risks, with a focus on anticipated cash flows and personality traits.
  • Customized, quantifiable risk benchmark to guide your investment strategy.
  • Regular updates to adapt to changes in your financial life.
  • Insights into your probability of financial longevity and how to increase the probability of success.

At Friedenthal Financial, we provide comprehensive advice on outside assets and liabilities to help you achieve your financial goals.

  • In-depth evaluation of your existing assets and liabilities, even those managed by other advisors.
  • Tailored strategies to complement and integrate with your current financial situation.
  • Collaborative approach to ensure all assets and liabilities are working efficiently for you.
  • Ongoing reviews and adjustments to adapt to changes in your financial landscape.

Our generational planning services work to build your future generation's financial success.

  • Comprehensive trust and estate management to secure your family's future.
  • Guidance and education for your next generation on efficient money management.
  • Facilitation of conversations about wealth and financial planning with your heirs.
  • Tailored strategies to ensure your legacy is preserved and enhanced for future generations.

Our retirement planning services are designed to help you achieve a secure and fulfilling retirement. We work closely with you to create a comprehensive plan that aligns with your goals and lifestyle.

  • Personalized retirement plans tailored to your specific goals and needs.
  • Planning strategies to improve financial longevity and maximize retirement success.
  • Ongoing adjustments to ensure your plan remains aligned with your evolving circumstances.
  • Expert advice on Social Security, Pensions, and other retirement benefits.

The Friedenthal Financial holistic portfolio management approach ensures your entire financial picture is considered for optimal money management.

  • Comprehensive analysis of your financial assets and liabilities.
  • Integrated strategies that align with your overall financial goals and lifestyle.
  • Continuous monitoring and adjustments to maintain alignment with your evolving financial situation.
  • Coordination with separately held assets to ensure a cohesive approach to managing your wealth.

We're A Fee-Only, Registered Investment Advisor (RIA)

Friedenthal Financial is set up to protect you, our client. We are compensated entirely by you and earn no external commissions whatsoever. Instead, we charge one low fee that is fully disclosed and completely transparent. Calculate your projected fee through the button below*.

Estimate My Fee*

*Fees are subject to change. Your exact fee may be different than projected.

Blog

Recent News & Updates

September 4, 2024
August 2024 - Market Update
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July 31, 2024
July 2024 - Market Update
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July 9, 2024
Roth IRA: What It Is and How to Open One
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Read the Blog
contact our team

Thanks for your interest. How can we help?

Get in touch with our team of investment professionals to accelerate your financial success today.

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