Smallwood Wealth Management

John Smallwood is a CFP® with 34 years of experience in the financial industry. He is affiliated with Smallwood Wealth Management and has held roles at Regulus Financial Group, Purshe Kaplan Sterling Investments, and Commonwealth Financial Network. Outside of advising, he owns a financial education YouTube channel and podcast, and develops software designed to create financial plans. Smallwood Wealth Management serves individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm employs modern portfolio theory with a long-term trading approach and offers discretionary management alongside standalone financial planning services.

John Smallwood is a financial advisor at Smallwood Wealth Management with two years of industry experience. He holds a Series 66 designation and previously worked at FS Investments and PKS Investments. Outside of his advisory role, he serves as president of the Philadelphia-Whitemarsh Rugby Club, a nonprofit organization. Smallwood Wealth Management serves individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm uses modern portfolio theory and a long-term trading approach, conducts regular portfolio reviews, and participates in wrap fee programs while requiring clients to custody assets with a specified broker-dealer.

Robert Marks is a CFP® and Series 66-licensed financial advisor with four years of industry experience. He is currently affiliated with Smallwood Wealth Management and Regulus Financial Group, LLC, and has held roles at Smallwood Associates since 2017. Marks also works as an insurance agent through Smallwood Associates. Smallwood Wealth Management serves individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm employs modern portfolio theory and a long-term trading approach, offering discretionary portfolio management and standalone financial planning engagements.

Christine Flynn is a financial advisor at Smallwood Wealth Management in Red Bank, NJ, holding a Series 65 designation with nine years of industry experience. She has worked at Smallwood Wealth Investment Management since 2019 and previously held roles at Global Financial Private Capital, LLC, and RJL Financial Group. Outside of her advisory work, Flynn is a Wellness Advocate for doTERRA, where she educates individuals about essential oils. Smallwood Wealth Management serves individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm uses modern portfolio theory with a long-term trading approach and conducts regular client reviews, while participating in wrap fee programs and maintaining a single custodian arrangement.

Christopher Smallwood is a financial advisor at Smallwood Wealth Management in Red Bank, NJ, holding a Series 66 designation with three years of industry experience. He has worked at Regulus Financial Group, LLC and Purshe Kaplan Sterling Investments prior to his current roles. Smallwood also serves as an insurance agent through Smallwood Associates, LTD. Smallwood Wealth Management serves individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations, providing portfolio management, financial planning, and pension consulting. The firm applies modern portfolio theory with a long-term trading approach and offers discretionary management alongside standalone planning services.

Jared Smallwood is a financial advisor at Smallwood Wealth Management with one year of industry experience. He holds a Series 65 designation and has a background that includes directing the rugby program and coaches at Fordham University. Smallwood Wealth Management serves individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm applies modern portfolio theory with a long-term trading approach and conducts regular reviews for ongoing advisory clients.