Wealth Management Company & Fiduciary Financial Advisor

Helping clients achieve
their financial goals since 1988

Signet Financial Management is a wealth management firm that helps high-net worth families, individuals, and business owners navigate the complexities of their wealth. As a fiduciary, we put your interests first and help you achieve your financial goals by providing unbiased advice, personal attention, and quality service.

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Company profile

Signet is a registered investment advisor with the U.S. Securities and Exchange Commission (SEC). We offer a range of financial planning services and investment management strategies to help you accomplish your most important financial goals.

1988

year of foundation

$1.058B

in AUM

employees

NJ VA FL

states with offices

Our story

Disenchanted with the traditional brokerage model and the conflicts of interest created by commission incentives, we founded Signet as a fee-based firm bound by a fiduciary duty. From the start, clients appreciated our obligation to provide undivided loyalty, to act with prudence, and to place the client’s interest ahead of our own.

Why it is better to work with a fiduciary

Not everyone with an investment title is a fiduciary. We are. We can only buy and sell investments and make recommendations that are the best fit for you. If your financial advisor is not a fiduciary, they may be able to recommend investments or products that pay them a bigger commission instead of solutions that may be a better for you.

Greater fee transparency

Clients benefit from our simple, transparent, and competitive fee structure based on the value of the assets we manage. It is designed to be easy to understand and puts your interests first. We provide fee-based services, our reward is clearly laid out in advance and through reporting

Over the years, we opened more offices, added team members, and expanded our capabilities. Our growth is directly related to our commitment to cultivate your trust and provide you with financial peace of mind.

We believe that most investors want a relationship with a trusted advisor, but their biggest concern is whether an advisor can truly put their best interests first. That is why Signet Financial Management has chosen to operate as an independent advisory firm bound by strict fiduciary standards.

Eugene Yashin, MBA, CFA®

Partner, Chief Executive Officer and Chief Investment Officer

How Signet advisors stand apart

When clients entrust their financial well-being to Signet, these are the principles that frame our work approach:

Trust

We are transparent with our clients and invite them to be a part of each step of the process, aiming to build genuine, long-lasting relationships.

Expertise

Signet advisors are dedicated to maintain and improve their professional competence, always seeking and providing evidence-based basis for financial advice.

Service

We value our clients and provide exceptional service throughout their financial journey, welcoming questions and taking time to help clients understand how we work.

We succeed only when you do. Our commitment as a fiduciary is to provide unbiased, expert guidance without the distraction of product sales. Putting your interests first isn’t just a policy — it’s the foundation of everything we do.

Shawn Hirsch, CFP®

Partner, Wealth Management

Signet Financial Management Form ADV

Before you hire someone to be your investment advisor, always ask for and read carefully, all parts of the advisor’s Form ADV. Signet will provide all prospective clients with a copy of our current Form ADV Part 2A (“Disclosure Brochure”), Form CRS (“Client Relationship Summary”) and the Brochure Supplement for each Advisory Person supporting a particular client. You may obtain a copy of these disclosures on the SEC website at https://adviserinfo.sec.gov or you may contact us to request a free copy via .pdf or hard copy.

*Estimated AUM and number of Advisors at Signet are as of December 31 of the most recent year end.