Mission Statement

Financial Connections is a fee-only financial services company. Our mission is to:
•  Help our clients integrate their image of the future with
    their financial resources.
•  Maintain a relationship of trust as a fiduciary by promoting
   an open, two-way communication, leading to a plan of
    action in the best interest of our clients.
•  Cultivate an atmosphere that promotes mutual respect
    leading to responsible decisions and
    reasonable expectations.
• Continue to enhance our reputation by delivering high
   quality services and earning our client's trust.

Company History

Financial Connections is a combination of the company formerly known as Gladstone Managed Investments (GMI) and Jill Hollander's financial planning practice.

GMI began in 1987 as an investment management firm utilizing no-load mutual funds. Jill joined GMI in January 1993 and began an independent financial planning practice in addition to her position at GMI in 1995.

Mel Gladstone retired at the ripe young age of 80 on December 31, 1999. Jill combined the financial planning and investment management into Financial Connections on January 1, 2000. Brian Pon joined Financial Connections adding tax services to the business in May 2000.

Meet The Financial Connections Team

FEE - ONLY SERVICES

No hidden costs. No referral fees.
As a fiduciary, we put our clients' interests first. You pay for our services on a fee-only basis. If we don't directly provide a particular service, we can serve as a resource for referrals to other professionals. We don't accept referral fees, sales commissions, or any other compensation from any outside sources.

Minimum Fees:
Financial Planning Only: $2,000
Investment Management: $5,000 annually

Download the fee schedule or
Form ADV, Schedule F (Acrobat PDF)

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