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Helping you Navigate your Financial Future
Helping you Navigate your Financial Future
We are a father-son team, we work collaboratively to bring our unique strengths and experience to the table for our clients. The team has a combined experience of over 50 years and even links two generations of industry acumen. We take a comprehensive and customized approach to your finances, by understanding your needs and goals and aligning your investment strategies to help meet those goals. Our depth of knowledge and experience, combined with our Firm’s capabilities and resources, enables us to provide high quality service, while offering advice and executing financial solutions for every stage of life.
No matter where you are in life — just starting out, in your peak earning years, nearing retirement, or contemplating your legacy — we are here for you. When you work with us, it’s about going beyond investing. It’s about connecting your life and your finances.
Awards
Forbes 2026 Best-In-State Wealth Management Team
Rachlin & Rachlin Financial Advisors named to Forbes 2026 Best-In-State Wealth Management Teams List
AdvisorHub 2025 Top Next Gen Advisors
James A. Rachlin has been named a "Top 100 Next Gen Advisor" by AdvisorHub
Forbes 2025 Best-In-State Wealth Management Team
Rachlin & Rachlin Financial Advisors named to Forbes 2025 Best-In-State Wealth Management Teams List
Our Team
No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor. Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
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What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Frequently Asked Questions
All of your questions, answered!
Wealth Management
Our goal is to support your practice with personalized assistance and access to qualified wealth management professionals, enabling you to provide the highest standard of service.
Business Retirement Plans
We partner with organizations to deliver innovative, results-oriented retirement plan solutions. Our structured, consultative process is developed to help you offer a well-designed plan—supported by high-level service that empowers your employees to work toward long-term financial security.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Cookies and Cocoa
On Friday November 24th, 2023, Janney's Toms River Branch hosted an event where clients, family and friends were able to bring their kids or grandkids to the office to get their picture taken with Santa and Mrs. Clause, enjoy sweet treats and celebrate holiday cheer in good company. Every child even left with a personalized goodie bag from Santa.
Shredding Day Event 2023
On August 5th, 2023, Janney's Toms River Branch hosted a Shredding Day Event, where clients and friends brought their confidential documents for safe and secure shredding. Clients enjoyed refreshments, casual conversation and the musical entertainment of former Satellite Branch Manager Roy Rachlin and current Satellite Branch Manager Jim Rachlin.
Lions, Tigers & Beers Festival 2023
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Event: Janney’s Mid-Year Market Update
As we reach the midpoint of the year, markets continue to evolve—and so do the factors shaping what comes next.
Recent Event: Janney's 2026 Market Outlook
What can we expect for the economy and markets in 2026?
Recent Event: Year-End Planning: Tax and Estate
As the end of 2025 approaches, there’s a lot to consider when it comes to estate and tax planning—particularly for clients with more complex wealth.
Video Resources
Asset Consolidation
The Advantages of Asset Consolidation
Financial Planning
What is Financial Planning?
Emergency Fund
How much money should you keep in a savings account for emergencies?
Our Designations
CERTIFIED FINANCIAL PLANNER™
Master Planner Advanced Studies™
MPAS™ designees have completed a Master of Science degree with a major in personal financial planning. The program consists of 30 semester credits and delves into personal financial planning or investment-related content. Graduates are required to demonstrate critical thinking skills and problem-solving techniques. Additionally, individuals must complete assignments, projects, research, and papers and meet all graduation requirements for the Master of Science degree.
Chartered Financial Consultant®
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
July 01, 2026
Outlook 2026: Mid-Year Update
Janney’s Investment Strategy Group shared its Mid-Year Update, with a generally constructive outlook for the second half of 2026. Be sure to read it to prepare for what’s ahead.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Building Better Password Habits
Cyberfraud does not always begin with a data breach. Sometimes it starts with a password that is too easy to guess, reused across accounts, or stored in an unsafe place. Building better password habits can help protect your financial information and may strengthen your overall digital security.
Choosing the Right Trust for Your Needs
Trusts can be a flexible and effective planning tool for a variety of purposes, including addressing estate planning needs. Because there are many types of trusts, the right structure depends on an individual’s objectives, assets, beneficiaries, and long-term financial plan.
June Investment Perspectives
In this month’s issue, we look at what’s next for the Strait of Hormuz, compare funds versus bonds, and commemorate the 234th birthday of the New York Stock Exchange.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.