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.
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
Lisa Kotokis
Administrative Assistant
Mary Spinelli
Operations Manager
mary@shmfinancial.com
In Memoriam
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David S. Molotsky
Former VP, Partner
David Molotsky devoted more than 50 years to the financial services industry, including 30 years as Manager of the Cherry Hill/Voorhees office of Morgan Stanley, where he led 71 financial advisors and a staff of over 100 employees. A lifelong New Jerseyan, he grew up in Camden and lived in Cherry Hill for more than 50 years, serving his community as President of the Cherry Hill Board of Education and as an officer and Trustee of Congregation M’Kor Shalom. David was widely respected for his expertise in equity and fixed income markets and for his service on the NASD Board of Arbitrators of the New York Stock Exchange. Above all, he was a devoted husband to his wife of 52 years, Morra, a proud father of four, and grandfather of eleven, and will be remembered for his leadership, integrity, and deep commitment to family and community.
Strategic Alliances
MICHAEL BINGER, CFA®
President of Gradient Investments, LLC
KEITH GANGL, CFA®
Senior Portfolio Manager Gradient Investments, LLC
KYLE BERGACKER, CFA®
Portfolio Manager of Gradient Investments, LLC