Helping To Protect and Preserve What Matters Most To You

Eli has 23 years of financial services experience. His focus is on developing strategies and solutions for high-net-worth individuals, their families, and their businesses based upon the client’s risk tolerance, time horizon, liquidity needs, overall investment goals, and the cost associated with a recommendation. Relationships include Business Owners, Professionals and Executives. Eli takes a consultative and objective approach with a strong commitment to the highest standards of trust and service. Eli prides himself on his ability to listen and learn about a client’s needs to help them explore a wide range of possible strategies.

Eli holds the Certified Investment Management Analyst® designation (CIMA®), administered by the Investments & Wealth Institute™ (The Institute) and taught in conjunction with The Wharton School of Business from the Wharton School at the University of Pennsylvania. He is also a former business owner and executive within the transportation industry.

Committed to giving back to his community, he is a Rutgers Certified Youth Coach and a past Mentor for the Big Brothers Big Sisters of New York’s Mentoring program. He and his wife Leslie live in River Vale, New Jersey, with their 4 children.

With nearly two decades of experience in financial services, Jonathan Karn guides families and individuals toward greater financial clarity and confidence. As Director of Planning and Asset Management at Heritage Family Wealth Management, he not only oversees customized investment portfolios but also cultivates new client relationships, designing personalized financial plans that align with each client’s goals, risk tolerance, and values.

Jonathan’s prior experience includes roles at Merrill Lynch, LPL Financial, TD Bank, and Valley National Bank — experiences that have sharpened his insight across wealth management, retail banking, and financial planning. In addition to his role as a planner and asset manager, Jonathan holds a New Jersey Life & Health Insurance License.

Jonathan earned his bachelor’s degree from William Paterson University, where he doublemajored in Financial Planning and Business Management. His education and experience have shaped a deeply client-centered approach to wealth strategy and planning.

A lifelong Bergen County resident, Jonathan lives in Hillsdale, NJ with his wife Olivia and their dog Scout. When he’s not working with clients, he contributes to his community as Treasurer of his condominium association and stays active in the jiu-jitsu community.

Jonathan believes that great financial advice is built on trust, clear communication, and a commitment to helping clients navigate every chapter of life with confidence.

Dan is a dedicated Financial Planning Analyst at Heritage Family Wealth Management, specializing in operations and client communications. With a strong emphasis on optimizing operational processes and delivering clear, client-centered communication, Dan helps clients confidently navigate their financial journeys.

He holds a Bachelor’s degree in Accounting from the AACSB-accredited Anisfield School of Business at Ramapo College of New Jersey and is currently pursuing a Master’s degree in Accounting from Penn State University, with the goal of obtaining his CPA license. This robust academic foundation, paired with a passion for financial precision, enables Dan to provide tailored, high-quality solutions for clients.

Born and raised in River Vale, New Jersey, as one of four siblings, Dan brings a genuine sense of community and connection to his work. Outside the office, he enjoys staying active through sports and exercise, reflecting his commitment to health and wellness that energizes both his professional and personal life.