Stawnychy Financial Services, Inc

Stawnychy Financial Services, Inc. is a financial planner in Pompton Lakes, New Jersey, serving individuals, families, business owners, professionals, municipal fire districts, and nonprofit organizations. As an independent Registered Investment Advisor (RIA) based in Kinnelon, the firm offers comprehensive financial planning, investment management, estate planning, and charitable planning. The firm emphasizes a client-first approach, operating under a fiduciary standard that legally obligates it to prioritize clients’ interests above all else. With a 5.00 rating and a strong reputation for personalized service, the firm is recognized for its commitment to ethical conduct and long-term financial well-being.

Founded and led by Zoriana M. Stawnychy, CFP®, the firm draws on over four decades of experience in financial services. Ms. Stawnychy began her career at Cigna Securities and spent more than 25 years as a Registered Principal with LPL Financial, one of the largest independent broker/dealers in the U.S. She is a certified financial planner, a licensed life and health insurance agent, and a recipient of the Five Star Wealth Manager award in New Jersey, which requires meeting rigorous performance and client satisfaction criteria. She has also earned the prestigious Albert Nelson Marquis Lifetime Achievement Award and was named to the Million Dollar Round Table, a global network of top-performing financial professionals.

The firm follows a five-step wealth management process that begins with listening to understand each client’s goals, values, and risk tolerance. This foundation informs a tailored financial plan designed to align with the client’s unique circumstances. Investment strategies are developed only after thorough consultation, ensuring portfolios reflect individual objectives and risk profiles. The firm’s focus on active management, transparency, and ongoing communication distinguishes it from institutions that rely on passive or commission-driven models.

Stawnychy Financial Services, Inc. stands as a trusted advisor in the Pompton Lakes and Kinnelon community, known for its integrity, deep expertise, and unwavering commitment to client success.