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.


Click here to obtain our New Generation Retirement Planning brochure >>

Review Our Process Here