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Tenon Financial

Headquartered in METUCHEN, NJ

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Firm Information

Tenon Financial, based in Metuchen, NJ, is an investment advisory firm with $208,315,421 in regulatory assets under management. They provide financial planning and portfolio management services for individuals, high-net-worth individuals, and charitable organizations.

Tenon Financial

406 MAIN STREET

METUCHEN, NJ 08840

$208.32M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

Branch Locations (2)

TENON FINANCIAL has a total of 2 branch locations across the country.
location

METUCHEN, NJ

location

Somerville, MA

Advisors at Tenon Financial

View All 2 Advisors
Unclaimed
Andrew David Panko

CFP®, RA

METUCHEN, NJ

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Unclaimed
Michelle Wu

CFP®, CFA®, RA

METUCHEN, NJ

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Disclosures

There are no public disclosures for Tenon Financial.

Frequently Asked Questions (7)

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