About Us
“I believe that with the right vision anyone can achieve financial freedom. We help our clients do this by focusing on sound low-cost investment solutions that have been proven to be effective over time. We are independent fee-only fiduciary financial planners who work closely with you to build investment strategies that are designed to help you achieve your most important goals.”
- Jon R. Monroe, MBA
Financial Advisor & CEO
JonMonroe@NewWaveFinancial.Org
(484) 686-9399