What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Morristown, NJ area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Morristown, NJ Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
James Kinney
MBA, CFP®
Financial Pathways
Flanders, NJ
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner with offices in Bridgewater and Flanders NJ, serving clients locally and across the country
Lawrence Annello
CFP®, CPA/PFS, RLP®
SAGEbroadview Wealth Management, LLC
Morristown, NJ
Specialties: > Ongoing Comprehensive Financial Planning integrated w/ Investment Management, > Tax Planning is carefully woven throughout your overall financial road map, > Equity Compensation Planning (stock options, restricted stock, SAR's, etc.), > Financial Independence Planning (aka Retirement Planning), > We also offer solutions designed specifically for Young Professionals in the early stages of their careers
Our goal is to be your financial mainstay as you navigate life’s transitions
Christopher Annello
CFP®
SAGEbroadview Wealth Management, LLC
Morristown, NJ
Specialties: > Ongoing Comprehensive Financial Planning integrated w/ Investment Management, > Tax Planning is carefully woven throughout your overall financial road map, > We also offer solutions designed specifically for Young Professionals in the early stages of their careers, > Equity Compensation Planning (stock options, restricted stock, SAR's, etc.), > Financial Independence Planning (aka Retirement Planning)
Our goal is to be your financial mainstay as you navigate life’s transitions
Victor Cannillo
NAPFA-Registered Financial Advisor
Baron Financial Group
Morristown, NJ
Specialties: Financial Life Management, Retirement Income Planning, Investment Management, Special Needs Planning, Holistic Financial Planning
Guiding You Toward Financial Security Through Objective, Transparent, and Fiduciary Advice. Fair Lawn, NJ fee-only financial planner, with additional meeting sites in Morristown, NJ and New York City.
Bernard Kiely
CFP®, CPA, MBA
Kiely Capital Management, Inc.
Morristown, NJ
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Morristown, NJ, serving clients locally and across the country
Lawrence Manley
CFA®
Manley Capital Management
Far Hills, NJ
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Far Hills, NJ, serving clients locally and across the country
Marc Lescarret
MSPFP, MPAS®, CFP®, AWMA®
Marc Alan Wealth Management
Rockaway, NJ
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Socially Responsible Investing, Controlled Emotional Investing, Tax Sheltering, Landlord Tax Deferral, Real Estate
Fee-Only financial planner located in Rockaway, NJ, serving clients locally and across the country
Anthony Benante
CFA®
Baron Financial Group, LLC
Morristown, NJ
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management
Sarasota, FL fee-only Wealth Manager, with additional meeting sites in Fair Lawn, NJ and New York City
Asta Sanders
CFP®, EA
Empowered Retirement, Inc.
Roseland, NJ
Specialties: Retirement Income Planning, Comprehensive Financial Planning, Employee Stock Options, Tax Planning, Investment Management
Providing solutions for people over age 55 on how to prepare and live the retirement of their dreams. Located in New Jersey, serving clients across the country.
Cynthia Meyer
CFA®, CFP®, ChFC®
Real Life Planning
Gladstone, NJ
Specialties: Comprehensive Financial Planning, Real Estate Investing, Rental Real Estate, Investment Policy Statement, Tax Planning, Ex-pat Financial Planning, Income Diversification
Fee-Only financial planner located in Gladstone, NJ, serving clients locally and across the country
James J. Suazo
ChFC®
Baron Financial Group, LLC
Morristown, NJ
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner (fluent in Spanish) located in Fair Lawn, NJ with additional meeting sites in Morristown, NJ and New York City
Stephen Esposito
CFP®
Accretive Wealth Partners
Parsippany, NJ
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Charitable Giving Strategies, Cash Flow Planning, Tax Minimization Strategies and Planning, Insurance and Annuity Advice
Fee-Only financial planner located in Parsippany, NJ, serving clients locally and across the country
J. David Principe
CFP®
SAGEbroadview Wealth Management, LLC
Morristown, NJ
Specialties: > Ongoing Comprehensive Financial Planning integrated w/ Investment Management, > Tax Planning is carefully woven throughout your overall financial road map, > Equity Compensation Planning (stock options, restricted stock, SAR's, etc.), > Financial Independence Planning (aka Retirement Planning), > We also offer solutions designed specifically for Young Professionals in the early stages of their careers
Our goal is to be your financial mainstay as you navigate life’s transitions
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
