Acorn Financial Services is a thriving financial services firm that, through its associates, lives and breathes a passion for helping others.  The firm’s focus has always been on the financial and personal well-being of its clients achieved through our dedicated, knowledgeable and experienced team of financial professionals. 

We appreciate that each of our clients has a variety of unique needs, and our goal is to help meet those needs in a way that is equally unique.  As you look to the future, you can be confident that Acorn Financial Services will share your vision and help you reach your unique financial goals.
 
The firm proudly serves clients in all 50 states.  Acorn Financial is headquartered in Livingston, NJ and has several affiliated offices throughout the tri-state area. 

Acorn Financial Services, Inc.

Acorn Financial Services, Inc.'s headquarters in Livingston, NJ, United States

Joseph J. Oakes IV

Jody Post

Marlene Fonseca

This department provides expert advice and consultation on financial and insurance matters to clients.

Financial Services

The Sales and Business Development team at Acorn Financial Services is responsible for driving growth by identifying and cultivating new client relationships, as well as enhancing existing ones. This team works collaboratively to understand client needs, develop tailored financial solutions, and effectively communicate the firm's offerings. Through strategic outreach and personalized service, they aim to expand Acorn's market presence and support the financial well-being of clients across the nation.

Sales and Business Development

This department provides essential clerical and organizational assistance to enhance overall operational efficiency.

Administrative Support

This department ensures adherence to regulatory standards and organizational policies.

Compliance Department

This department provides expert guidance and services related to investment strategies and financial planning.

Investment Advisory

This department provides financial advice and investment services to clients to help them manage and grow their wealth.

Acorn Financial Services, Inc.

Org chart

Teams

Financial Services

Sales and Business Development

Administrative Support

Compliance Department

Investment Advisory

Wealth Management

Offices

Acorn Financial Services, Inc.

Org chart

Teams

Financial Services

Sales and Business Development

Administrative Support

Compliance Department

Investment Advisory

Wealth Management

Offices

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