We help create certainty in an uncertain world , specializing in finance. We offer uncomplicated solutions to our every changing social and economic environment. 

 The stock market , is life affirming and forward thinking.  It's life personified.  We believe everyone has the capacity to benefit from their  understanding of investing. 

Lisa  Frattali  Jack ,  Founder
Benevolent Fiduciary
We have spent 40+ years collectively , working in the financial industry. We love the market and  all the good that it represents in the world. We believe investing should be an enjoyable and  uncomplicated endeavor .  We offer honest , understandable financial solutions.
Lisa's work , education and experiences  in   the financial industry & mental health field gives her a unique perspective on life , love and peoples relationship to themselves and their money. She  believes  that it is very possible for everyone to  have a full 
understanding of their relationship to money , what they love in life , and once understood they can experience happiness, fulfillment and  enjoy the abundance that surrounds all of us.     
Get In Touch
You can reach Lisa and her colleagues at
Please let us know how we can help you. Contact us with the email above & we'll be in touch soon. Thank You.
7025 Central Highway 
Pennsauken, N.J. 08109
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