HISTORY

Moneywise was founded by Diane Howard in 1975. I joined the firm in 1988. The company had its beginnings in Diane’s home in Succasunna. As it grew, we moved our offices to various locations: Succasunna, Ledgewood, Budd Lake, and now Flanders.  On January 1, 2007, I purchased half the business and the corporation Moneywise, Inc. from Diane.  Over the past several years, Diane has been slowing down the growth of this company as she gears towards retirement. Now under new management, Moneywise is ready to expand. With a loyal following of clients, my company is primed to reach out and provide more services, with supreme quality and a turnaround time that will make your head spin. We are ready to soar!