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Van Nostrand & Associates is an independent wealth management firm providing financial planning and investment management services to individuals and families looking for a true partner who is passionate about their financial well being. We specialize in retirement planning.
Our clients’ financial well-being is always our primary concern
Van Nostrand & Associates, Inc. is a Registered Investment Advisory firm committed to our fiduciary responsibility of offering objective advice. As a fee-only firm, we have no vested interest in the products and/or advisors that we recommend, other than to ensure that all recommendations meet a client’s objectives and goals. The only compensation we receive is directly from our clients, removing any potential conflicts of interest with commission-based products or services.
Mary L. Van Nostrand, Certified Financial PlannerTM, has over 25 years of experience in the investment industry. Mary founded her own firm in 1992 when she began providing management consulting services to some of the largest investment firms in the country. After more than a decade of consulting to investment firms, Mary decided to bring her experience to individuals. In 2004, she established Van Nostrand & Associates, Inc. as a Registered Investment Advisory firm specializing in retirement planning.
Mary is a member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA). Mary holds a degree in Finance from Michigan State University and has earned the Certified Financial PlannerTM designation. Mary lives in Poway, California with her husband and two sons.
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