JOST Financial Management Corp. of Plainfield

JOST Financial Management Corp. of Plainfield is a financial planner in Plainfield, NJ. The firm specializes in the unique needs of high-net-worth individuals, families, business owners, and entrepreneurs. Their professional services include wealth management, tax strategy, risk management, estate strategy, and retirement goal-setting. Serving a client base that spans nationwide, the firm provides expertise in areas such as investment management, insurance, and business exit plans.

Founded in 1984 by Peter DeRosa, the firm is built upon a family-oriented culture. The name JOST was inspired by the founder's sons, John and Stephen. Since 2007, the firm has been under the active management of Stephen DeRosa, an Investment Advisor Representative of GWN Securities Inc. The firm utilizes a modern and traditional approach to manage all phases of financial life, including accumulation, preservation, distribution, and coordination. As independent advisors, they utilize the breadth of the marketplace to create holistic retirement and estate strategies, offering products ranging from custom portfolios and mutual funds to various types of life and health insurance.

The office is located on Shawnee Dr, about 0.6 miles from Washington Rock State Park and the Scenic View at Washington Rock. It is also a short drive from the Warrenbrook Golf Course and the Warren Township Branch Library.

The firm is recognized for its long-term client relationships and its ability to provide boutique-level service with the resources of a large institution. Having served clients for four decades, the business is known for its dedication to helping families and organizations create personalized, long-term strategies to protect and grow their legacies.

JOST Financial Management Corp. of Plainfield provides dedicated financial planning and wealth management services to the local community and beyond.