Our Firm

The SHM Financial Group is an independent Retirement Planning, Firm that has been providing services to clients in the South Jersey Tri-State area and across the country since 1958 with our headquarters in the Greater Philadelphia region.

The SHM Financial Group is proud to have a multi-generational team of retirement professionals giving us a unique collective insight into the history and future outlook of Retirement Planning.

Through our Registered Investment Advisor subsidiary, The Molotsky Tax Advisory Group, LLC, our mission is to provide the families and businesses we serve with innovative financial strategies, solutions, and planning that result in financial clarity, security, and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of success at SHM Financial Group.

Molotsky Tax Advisory Group, LLC helps provide investors with custom tailored investment strategies to meet short and long-term needs. We provide full transparency and as a fiduciary, Molotsky Tax Advisory Group, LLC is legally obligated to put our client’s interests first. Our goal is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing both financial and insurance* based solutions to achieve financial independence.

At Molotsky Tax Advisory Group, LLC, we empower you to safely navigate today’s complex financial world. We customize a plan to fit your individual and family needs, as well as the needs of your small or large business.

*Insurance offered through SHM Financial Group.

Our Financial & Tax Professionals

Stanley H. Molotsky

President & CEO

Stanley H. Molotsky has been in the financial services industry since 1958. He currently serves as the President & CEO of SHM Financial Group, a full-service retirement planning firm. Stan focuses on retirement planning, wealth protection, tax minimization and pre and post retirement planning.

Stan, along with a group of investors, founded the First Colonial Community Bank, located in Collingswood, NJ. He currently serves on the Board of Directors. Stan created and co-hosted the first live TV show about retirement planning in the Delaware Valley, called Managing Your Money. He recently co-hosted THE MOLOTSKY MONEY HOUR, a LIVE weekly financial radio-show, every Monday from 10:00 a.m. – 11:00 a.m. and Sunday from 9:00 a.m. – 10:00 a.m. on 860 WWDB AM in Philadelphia and South Jersey. The show also aired LIVE on the internet.

Stan also co-hosted MOLOTSKY ON MONEY, a weekly financial television program, every Monday from 7:30 p.m. – 8:00 p.m. on WMCN TV and has published 2 books.

Stan and his wife, Sharon, reside in Voorhees, NJ. They have two sons, Lee and Brad. Stan enjoys spending time with his five grandchildren.

Lee S. Molotsky

Managing Partner

Lee S. Molotsky has been working in the financial services industry since 1984. He holds a Bachelor’s degree in Accounting from the University of Delaware and started his career as an accountant with Pricewaterhouse Coopers. Lee is the managing partner of The Molotsky Tax Advisory Group LLC, a Fee-Based Registered Investment Advisory Firm. Lee has authored articles for local publications regarding investment and financial planning topics.

Lee also co-hosted THE MOLOTSKY MONEY HOUR, a LIVE weekly financial radio show, every Monday from 10:00 a.m. – 11:00 a.m. and Sunday from 9:00 a.m. – 10:00 a.m. on 860 WWDB AM in Philadelphia and South Jersey. The show is also broadcast LIVE on the internet.

Lee also co-hosted MOLOTSKY ON MONEY, a weekly financial television program, every Monday from 7:30pm – 8:00pm on WMCN TV and has co-authored two books. Lee, his wife Debbie, and their twin daughters reside in Cherry Hill, NJ. In his leisure time, Lee enjoys squash, tennis, basketball, skiing and golf.

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David S. Molotsky

VP, Partner

David joins SHM after 53 years in the financial services business including 30 years as manager of the Cherry Hill/Voorhees office of Morgan Stanley. As manager he guided 71 financial advisors with a staff of over 100 employees. David grew up in Camden, New Jersey and has resided in Cherry Hill for 50 years. He was a member and president of the Cherry Hill Board of Education and served as an officer and member of the Board of Trustees of Congregation M’Kor Shalom. David and his wife, Morra, have been married for over 52 years and have four children and eleven grandchildren. David has a wealth of experience on the equity and fixed income side of the securities business. He has been a member of the NASD Board of Arbitrators of the N.Y. Stock Exchange. David looks forward to working with his brother and nephew in providing his clients with a wide range of financial services.

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William J. Sheridan

Medicare Insurance Advisor

Bill Sheridan has been working in the health care industry since 1995. He holds a Bachelor’s degree in Marketing from Drexel University and started his career in sales and marketing as a sales manager with Harris/Lanier Corporation. Bill has an extensive health care background, including marketing and management positions with Lehigh Valley Hospital and Einstein Healthcare System.

Bill has been licensed in health insurance since 2007 in New Jersey,

Pennsylvania and Delaware, and has focused on Medicare Insurance since 2014. He is AHIP certified (America’s Health Insurance Plans), and is an active member of NAHU (National Association of Health Underwriters)

Bill, his wife Sylvia, and their son reside in Haddon Township, NJ. In his leisure time, Bill enjoys tennis, golf, biking and hiking.

Our Support Staff

Sandy Davidson

Office Manager

Lisa Kotokis

Administrative Assistant

Mary Spinelli

Operations Manager

mary@shmfinancial.com

Strategic Alliances

MICHAEL BINGER, CFA®

President of Gradient Investments, LLC

 

JEREMY BRYAN, CFA®

Portfolio Manager of Gradient Investments, LLC

MARIANN MONTAGNE, CFA®

Portfolio Manager of Gradient Investments, LLC