Ralph has been assisting people like you in identifying
and achieving their financial goals since 1998. He has served as a
member of the Dumont Lion’s Club, Deacon of Old North Reformed Church
and a Non-Commissioned Officer in the 50th Armored Division of the New
Jersey Army National Guard, where he was a recipient of the
distinguished Governor’s Unit Award.
Ralph Condis specializes in implementing investment strategies that offer predictable income streams and lifestyle continuation during retirement, option strategies for employees of publicly traded listed corporations ESOP (Employee Stock Option Plan) participants, charitable gifting, education plans, estate and legacy planning, tax reduction and wealth preservation. With an emphasis on personal service, Ralph provides customized financial and investment guidance to individuals, charities, and businesses.
Using a mix of various investment asset classes, he will tailor your portfolio to match your level of comfort. Ralph says, “The last thing we talk about is what security to buy or sell. How would you feel if you went to your doctor and before asking you what’s wrong or where does it hurt, the doctor gives you a prescription? It’s the same with financial planning. Only after I have properly diagnosed your situation, can I properly prescribe a solution” Our advisors must be proficient in our investment approach and demonstrate a strong commitment to their fiduciary responsibility to clients. Call 877-Exec-Biz to schedule a complimentary initial consultation. There will be no pressure nor obligation, just a frank discussion about your life’s goals and how we may be of assistance.