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We’re a Fee-Only Financial Planning and Investment Management (no products sold, no commissions) firm in Berkeley Heights, NJ. We opened our doors in 2004. We work with clients throughout New Jersey and nationwide. Our typical clients are individuals and couples with at least $1.5 million of investments. We specialize in working with women.


Our Address:

52 Plymouth Drive Berkeley Heights, NJ 07922


40.661821, -74.4518718


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Maria September 7, 2016 12:54 pm

I have been an extremely satisfied client of Kaplan Financial Planning for 26 since 1990. Since that time, the advice Robert Kaplan has given me has paid off well especially now as I enter retirement. When it comes to financial planning, Robert Kaplan is smart, knowledgeable and trustworthy. His advice is solid and he has you, the client, in mind at all times. He doesn’t waste your money. Nor does he promote financial tools that line his pockets. He suggests investments that will work for you in the long run. In addition, Robert Kaplan is personable, kind and highly competent. If he tells you something, you can take it to the bank.

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