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609-888-6779
info@claritasfp.com

Bringing clarity to
your financial life.

We’ll help you organize your financial life, address
your financial landscape, and continually monitor
your progress as you work toward your goals.

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Experienced & Passionate

Our team has decades of experience in the financial industry. We love what we do and invite you to discover and experience the power of our services.

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Community Focused

We have built our firm around helping our community’s business owners and professionals plan for their futures. We understand the unique questions you may have.

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Process Driven

We are a process-driven firm, not a product-driven one. We craft individualized strategies for each and every one of our clients.

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Meet Our Team

We are a client-centered firm dedicated to bringing clarity to your financial life. Using a collaborative, team approach, we focus on serving our clients’ needs together.

Brian M. Lynn

Brian M. Lynn

Managing Partner

Jim Pacheco

Jim Pacheco

Partner

John Fessler

John Fessler

Partner

Peter Berlin

Peter Berlin

Wealth Advisor

Nick Bevad

Nick Bevad

 Wealth Manager

Rob Costello

Rob Costello

Operations Manager

Molly Lynn, Ruby Fessler, Crush Pacheco

Molly Lynn, Ruby Fessler, Crush Pacheco

Directors of Happiness

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What is your risk score?

What is your risk score?

Riskalyze


Riskalyze is award-winning technology that quantifies your acceptable levels of risk and reward. Using this tool, we ensure that your portfolio defines your investment goals and expectations.

Our Approach & Services

Our professionals help our clients develop sound financial planning and wealth management strategies. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and wealth preservation.

Our approach focuses on three areas:

Investments

• Bonds
• Common Stock
• Educational IRA
• Traditional IRA
• Roth IRA
• SEP IRA
• Simple IRA
• Brokerage Accounts
• Treasury Bills
• Government Securities
• Treasury Notes
• Variable Annuit

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Financial Planning

• Retirement Plans
• Tax Plans
• 401(k) Planning
• 403(b) Planning
• College Plans
• Estate Plans
• Money Purchasing Plans
• Profit Sharing Plans

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Insurance

• Disability Income Insurance
• Life Insurance
• Long-Term-Care Insurance

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©2022, Claritas Financial Partners. All Rights Reserved.

Contact us today.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

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Alcove Private Wealth

At Claritas Financial Partners, we have the client—and only the client—in mind. Our goal is to bring Clarity to your Financial life.

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Contact Us

Location 1 Holtec Drive, Suite 101
Marlton, NJ 08053

Phone Numbers609.888.6779  (office)
609.888.6209  (fax)

Emailinfo@claritasfp.com

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