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Our Firm


Our goal is to assist clients and their family in every aspect of their financial lives.

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Our Team


Our team have more than 150 years of combined experience in financial services.

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Our Clients


We work with individuals, families, and business owners through the generations.

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Family Serving Families

At Duphiney Financial Network, we are committed to assisting individuals, families, and business owners in all aspects of their financial lives, from growing their family to retiring to leaving a legacy for the next generation.

As a family-run firm, we deeply value the relationships we form with our clients and their families, often working with them through multiple generations. Offering comprehensive wealth management and financial planning services, we strive to help create financial stability and security, assisting clients in the pursuit of financial independence.

Based in Denville, New Jersey, we work with clients throughout our community, the state, and across the country in more than 30 states. We look forward to working with you through the many stages of your life.

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Helpful Content

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Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Will Power

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

 

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Tax Reform: Before and After

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The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

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Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Emerging Market Opportunities

What are your options for investing in emerging markets?

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Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

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