Obsidian Wealth Advisors is a wealth management firm in Tinton Falls, New Jersey. The firm specializes in providing tax-smart retirement and wealth planning for pre-retirees and recent retirees. Their services include comprehensive financial planning, investment management, tax strategies, estate planning, and charitable giving coordination.
The firm was founded by Jeffrey Artherholt, CFP®, and Steven Curry, CFP®, who bring decades of combined experience to their client relationships. Their advisory approach is built on the principle that a thoughtful financial plan should always drive the investment portfolio rather than the other way around. The team focuses on integrating investment management with retirement planning and tax considerations, helping clients manage 401k and IRA withdrawals, coordinate retirement income with Social Security and pensions, and implement tax-efficient strategies such as Roth conversions.
Obsidian Wealth Advisors is located on NJ-66.
The firm is recognized for its commitment to integrity and its client-centered approach, treating every client like family. Through the expertise of its CFP® professionals, the business provides personalized guidance designed to help individuals navigate meaningful financial transitions with clarity and confidence.
Obsidian Wealth Advisors provides dedicated, tax-aware financial guidance to help the residents of Tinton Falls achieve long-term security and retirement success.