Cypress Financial Planning

Cypress Financial Planning (CRD# 151014) is a financial advisory firm headquartered in Woodbury, NJ. They manage $53,433,000 in 520 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    53
    MILLION
  • Total Number of Accounts
    520
    ACCOUNTS
  • Average Account Value
    $102,756
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DE, MD, NJ, NY, PA, VA

Financial Advisors at Cypress Financial Planning
Showing 1 - 4 of 4 top financial advisors.
1
Jeffrey R. Jones
CRD#: 5348132
1500 Kings Highway N, Suite B-204, Cherry Hill, NJ 08034
105
Wealthminder
score

Jeff founded Cypress Financial Planning because he had a strong desire to help individuals and families accomplish their life goals. Driven by his passion to help people understand and benefit from the financial markets, he serves as both educator and advisor. As a Certified Financial Planner, Jeff adheres to the highest ethical and financial proficiency standards in the industry.

Prior to Cypress, he worked in the Private Wealth Management Division of Goldman Sachs in Philadelphia, performing analysis and making investment recommendations for families and foundations with over $1 billion in total assets. Prior to this, he worked as an engineer at Lockheed Martin in Moorestown, NJ. Jeff has a Bachelor’s Degree in Mechanical Engineering from Duke University and a Master’s Degree in Financial Engineering from Princeton University. He currently resides in Moorestown, NJ with his wife Lauren and children Jeremy and Gwen.

In addition to advising individuals and families at Cypress, Jeff is actively involved with his church, St. Paul’s UMC, currently serving as the chairman of the Endowment Committee. He is also actively involved in Habitat for Humanity and has recently completed weeklong home construction builds in Guatemala and El Salvador. Within the local community, Jeff volunteers with and supports Family Promise of Gloucester County, an organization helping improve the lives of local homeless families.

2
Benjamin J. Pitts
CRD#: 5549495
38 Cooper Street, Woodbury, NJ 08096
100
Wealthminder
score

Benjamin Pitts (CRD# 5549495) is an Investment Advisor Representative working at Cypress Financial Planning in Woodbury, NJ and has over 7 years of experience in the finance industry.

3
Evan Powers
CRD#: 4831926
1928 Arlington Boulevard, Suite 205, Charlottesville, VA 22903
100
Wealthminder
score
Evan Powers (CRD# 4831926) is an Investment Advisor Representative working at Cypress Financial Planning in Charlottesville, VA and has over 2 years of experience in the finance industry. Evan Powers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
4
John P. Fredrick
CRD#: 732986
Millville, NJ
96
Wealthminder
score

John Fredrick (CRD# 732986) is an Investment Advisor Representative working at Cypress Financial Planning in Millville, NJ and has over 18 years of experience in the finance industry.

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