Brendon Pierson Inc

Brendon Pierson Inc BRENDON PIERSON, INC., is a CPA, CFP, and Workforce Management Firm. Investment advisory services offered through Avantax Advisory Services℠.

Securities offered through Avantax Investment Services℠, Member FINRA, SIPC (finra.org, sipc.org). Insurance services offered through an Avantax affiliated insurance agency. Please visit www.Avantaxwealthmanagement.com/socia_policy/for more information.

Are you ready for school—again?
10/09/2026

Are you ready for school—again?

This worksheet can help you estimate the costs of a four-year college program.

Wealth tends to raise the stakes on every spending decision — not just the big ones. The question isn’t always whether y...
10/07/2026

Wealth tends to raise the stakes on every spending decision — not just the big ones. The question isn’t always whether you can afford something, but whether it reflects what you actually value.

Explore how giving, gifting, and everyday spending can work together to support your family's long-term goals.

Children with special needs may need ongoing help after their parents are gone.
10/05/2026

Children with special needs may need ongoing help after their parents are gone.

Planning for a child with special needs can be complicated, confusing, and even overwhelming.

When giving to charity, some make cash donations. Others want a more sophisticated strategy.
10/02/2026

When giving to charity, some make cash donations. Others want a more sophisticated strategy.

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

How familiar are you with the Federal Reserve? Here is a quick history.
09/30/2026

How familiar are you with the Federal Reserve? Here is a quick history.

Here is a quick history of the Federal Reserve and an overview of what it does.

Medicare Advantage—Medicare Part C—is coverage from a private health insurance plan. Learn about the differences between...
09/28/2026

Medicare Advantage—Medicare Part C—is coverage from a private health insurance plan. Learn about the differences between Medicare Advantage and Original Medicare coverage here:

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.

With increasing wealth comes unique financial challenges.
09/25/2026

With increasing wealth comes unique financial challenges.

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Making objective choices can be tough when investing, but many savvy investors know how to keep their decisions emotion-...
09/23/2026

Making objective choices can be tough when investing, but many savvy investors know how to keep their decisions emotion-free.

Savvy investors take the time to separate emotion from fact.

When was the last time you looked at the content of your portfolio? Steps to consider here.
09/21/2026

When was the last time you looked at the content of your portfolio? Steps to consider here.

Time and market performance may subtly and slowly imbalance your portfolio.

Secrets of the Temple: How the Federal Reserve works.
09/18/2026

Secrets of the Temple: How the Federal Reserve works.

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

Address

3311 Route 33
Neptune, NJ
07753

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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