Concierge Financial Planning, LLC

Concierge Financial Planning, LLC is a financial planner in Margate, FL, serving individuals and families age 50 and over across New Jersey. The firm specializes in fee-only financial and retirement planning, offering hourly, as-needed advice regardless of net worth, income, or investable assets. Clients receive personalized guidance on retirement budgeting, tax planning, wealth preservation, Social Security maximization, long-term care risk analysis, and sustainable portfolio strategies. As a Registered Investment Advisory firm, the business operates with a fiduciary duty to clients alone, avoiding commissions to eliminate conflicts of interest. With a 5.00 rating based on one verified review, the firm emphasizes practical, achievable solutions for lasting peace of mind.

The firm is founded and led by Ann Minnium, CFP® RICP®, a seasoned financial professional whose career spans Wall Street experience at JP Morgan, Bankers Trust, and Deutsche Bank Hong Kong, followed by a shift to the non-profit sector. This dual background, combining high-level financial markets expertise with community-focused service, forms the foundation of her client-centered approach. She offers complimentary financial planning seminars and provides flexible engagement models, including one-time consultations or ongoing support. The firm’s core mission is to make high-quality, independent financial advice accessible to all, regardless of financial standing.

Located on N Rumson Ave in Margate, FL, the business occupies a standalone address in a residential neighborhood. No nearby landmarks are recorded for this location.

The business maintains strong digital visibility through a well-optimized website that search engines interpret clearly and consistently. Its online presence is supported by well-documented information across multiple pages, reinforcing its credibility and accessibility. The firm’s digital footprint reflects a professional, transparent, and client-focused operation.

By combining deep financial expertise with a commitment to accessibility and integrity, Concierge Financial Planning stands as a trusted guide for New Jersey residents navigating the complexities of retirement and financial planning.