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Our Knowledge. Your Vision.


Create a financial plan to make the most out of your hard-earned money.

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Find the right plan for you!

Take a short (we promise) 5-question quiz to find the best option for your financial journey.

As fiduciaries, we work with you to create custom financial plans that focus on strategy - not product - to help you achieve your goals no matter how simple or complex.

So whether you need help with one thing or everything, we're here for you. Learn about how we work with clients to see which solution fits your vision.

Penny the piggy bank at Caserta & de Jongh, LLC


John Caserta | Wall Street Journal
John Caserta | US World and News
John Caserta | WTNH
John Caserta | Newsday
John Caserta | Business Insider
John Caserta | Advisor Magazine

Working together for your future.

No matter how you choose to work with us, we start the process with a conversation about what's important to you. Understanding your vision of financial success is key to putting together the right solution for you.

And with both virtual and in-person meetings, we're there for you no matter where you are.

John Caserta and Nathalie Edeen doing financial planning at a desk in North Haven, CT

Step 1

Our First


During our first meeting, we'll share our initial insights and suggestions based on your information. It's a chance for you to learn about us, our firm, and how we can assist you. This meeting usually takes 45-60 minutes and is free of charge.

Step 2


The Advice

Build your plan by choosing from any or all of the following:

Budgeting/Cash Flow Analysis

Education Planning

Estate Planning

Portfolio Review/Analysis

Retirement Income Planning

Step 3



After the advice phase, you can implement your plan in the following ways. Click on the underlined plan to learn more!

On Your Own Financial Planning Solution
DIY+ Financial Planning Solution
Wealth360 Financial Planning Solution

On your own

Receive a plan but take full control of how and when you implement it.


Implement parts of your plan with our team of advisors.


Implement your entire plan exclusively with us as your sole financial advisors.

Why choose us?

With our network, we use a team of trusted professionals to assist our clients with what they're ideal picture of financial freedom looks like. Take a look at who we work with below!

The Value of Working With an Advisor

Those who work with an advisor report substantially greater financial security, confidence, and clarity than those who go it alone*.

Planning and Progress Study,

Northwestern Mutual, 2019*

*not a reliable indicator for future success

Bar graph explaining that working with a financial advisor provides a better quality of life according to a Northwestern Mutual study from 2019

Maybe you just need a vision.

We've compiled a custom financial checklist for all your needs ranging from income, insurance, investments, and more! Check it out by clicking the button below.

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1 Year in 1 Minute: 2023 Review

Stay up to date with markets, the economy, and inflation with this short video.


In this special edition, we will be detailing trending topics on the past year and what it means for your money.


As we turn the page to 2024, the mixed economic outcomes of the previous year not only reflect the uncertainties faced but also create a backdrop for potential transformations!

1 Year in 1 Minute - 2023 Economic Review

How To Ace Your Taxes This Year

Get ready for a smooth tax season with insights from our newest Client Classroom! Discover the secrets to hassle-free tax preparation through:

  • Systematic document gathering and regular personal information updates

  • Learning how contributing to retirement accounts can secure your financial future and uncover tips on maximizing tax benefits

  • Making the right choices between tax preparation software and professional assistance

Tax Season Preparation

Take Control of Your Financial Life

We have combined our knowledge with the latest technology to give you the best of both worlds.

Our customized secure client portal allows you to keep track of everything so you always know where it is and how much it's worth.

Request a free 30 day trial to see why our clients love this platform.

Your request has been received and we will be reaching out soon to get you set up!

A comprehensive user interface for personal finance including cash, credit cards, taxable income, life insurance, loans, property, stock options, and your net worth

Educating beyond meetings.

They say do what you love. Well, that's why we are passionate about educating clients and the public about "all-things-money"! Our managing director, John Caserta, appears on WTNH regularly, while we also host client-exclusive webinars monthly. Learn more by clicking below!

Compensation on Investment Advisory

We partner with portfolio managers to provide clients with investment advisory services. We receive a portion of the fee you pay them for the management of your portfolio – nothing else. Ever.


We are fiduciaries. So regardless of the portfolio manager you choose, we receive clearly defined compensation that you know about upfront.

Investment advisory services offered exclusively by Investment Advisor Representatives of Hornor, Townsend, & Kent, LLC. Please refer to the advisor's Form ADV Part 2b or the applicable Form CRS for complete details.

John Caserta - business professional male wearing a suite looking at data
Amy Crookshank - a business professional woman smiling to the left wearing a white blouse
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