Trust...
The Cornerstone of Our Company

As an SEC (Securities and Exchange Commission) Registered Investment Advisor, we are required to uphold the highest level of trust and loyalty to our clients. The SEC mandates: “As a fiduciary, an investment advisor owes its clients undivided loyalty and may not engage in activity that conflicts with a client’s interest without the client’s consent.”

By providing fully disclosed fee-based services, our compensation is tied to the value of our client’s portfolio, never to sales commissions or transaction fees. Stated another way, our success is tied to your success. You can feel at ease knowing that we, acting as a fiduciary, will always act in your best interest.

In 1987, Jonathan Krasney opened Joshua, Lauren, & Company (DBA Krasney Financial) as a fee-based Registered Investment Advisor. Created after the middle names of Jonathan’s two eldest children, Joshua, Lauren, & Co. grew from an idea that there was a need for impartial fee-based investment advice that was free from conflicts of interest.

Joshua, Lauren, & Co. has grown into Krasney Financial. Today we cater to the needs of various types of clients including high-net worth individuals and families, trusts, businesses, etc.