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Our Focus
Helping You Sleep Deeper

At Acorn Financial Services, we are dedicated wealth coaches committed to eliminating financial anxiety for our clients, enabling them to sleep deeper and live better, happier lives. Our greatest value lies in helping provide you with peace of mind. We help you get organized, ensuring you know exactly where your money comes from and when. With our experienced guidance, you can confidently navigate your financial future, enjoying the security of knowing your finances are well-managed and aligned with your life goals.

Our Process

Our Services
Grow & Harvest Your Bountiful Future

Specializing in serving pre-retirees and retirees aged 50 and above, we cater to individuals, couples, and families throughout the tri-state area, but we also proudly serve clients throughout the country. We take pride in working with business owners, members of the special needs community, and many widows and widowers.

Retirement Planning

When working with us for retirement planning, we assess your current financial situation, project future income needs, and develop a personalized retirement plan tailored to your unique circumstances.

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Estate Planning

We work closely with you to understand your goals and develop a customized plan that minimizes taxes, ensures asset distribution according to your wishes, and protects your wealth for future generations.

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Financial Planning

By taking a holistic approach, we integrate all aspects of your financial well-being into a cohesive plan to develop a comprehensive strategy that maximizes your potential, mitigates risks, and uncovers opportunities.

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How Much Do You
Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

About Us
Guiding You Through Every Aspect Of Your Finances

As a family-run, second-generation financial planning firm with over 40 years of combined experience, we distinguish ourselves through our steadfast commitment to traditional financial planning and our nurturing approach. Having navigated numerous market cycles, our clients trust us to be their reliable partners in any market condition and during life's most challenging moments, such as the loss of a spouse. We pride ourselves on being comprehensive, holistic, and detail-oriented caregivers who provide personalized solutions that offer peace of mind. With us, you’re not just receiving financial advice; you’re gaining a compassionate partner dedicated to your financial security and emotional well-being. We welcome you to get to know us and experience a quality of care you have never imagined.

David M. Shave, CFP, ChSNC
Lori Shave, Director of Operations
Joseph Melon, Paraplanner / Comptroller

Resources
Explore Our Learning Library

Explore our comprehensive suite of resources today and learn more about enhancing your financial well-being. When you work with us, you can access valuable tools and insights that can help you achieve your financial goals.

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Our Blogs

Read up on our latest blog posts and stay up to date on industry trends and insights.

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Estate

Manage personal affairs while you're alive and control the distribution of wealth upon your death. 

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Retirement

Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.

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Lifestyle

How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.

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Investment

Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.

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Money

Managing your money involves more than simply making and following a budget.

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Contact Us
We Want to Hear From You

Schedule an appointment with our experienced financial advisors to start building a roadmap towards financial security and prosperity for you and your loved ones. Take the first step towards securing your future by booking a consultation with us today.

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