Jeremy Rhen
CFP®
Sax Wealth Advisors, LLC
Wealth Advisor
Jeremy Rhen
CFP®
Sax Wealth Advisors, LLC
Wealth Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jeremy Rhen, CFP®
Fee-Only financial planner located in Ewing, NJ, serving clients locally and across the country
Jeremy Rhen is an Ewing, NJ fee-only financial planner. Sax Wealth Advisors, LLC provides comprehensive financial planning, retirement planning, and investment management to help businesses, high net-worth families and individuals organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jeremy Rhen is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Jeremy Rhen is a Wealth Advisor at SAX Wealth Advisors. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®), professionally certified by the CFP Board, and holds his NASAA Series 65 License. He has over a decade of investment management experience including his time as a Mutual Fund Trading Analyst at SEI Investments prior to joining SAX in 2014. In addition to his position at SAX Wealth Advisors, Jeremy is also the treasurer for the Pennington Business and Professional Association, which supports small businesses throughout the Hopewell Valley.
Jeremy provides customized portfolio management, ongoing financial planning, and personalized tax strategy recommendations for his clients. Jeremy has a passion for behavioral finance and believes in instilling those beliefs in his clients in order to maximize long-term financial success. He specializes in working with executives (especially in the pharmaceutical industry), closely held business owners and high-net-worth families to ensure that they are on track to achieve their goals, regardless of where the market is headed.
Jeremy holds a Bachelor’s Degree in Business from Bloomsburg University and completed his financial planning certificate at Fairleigh Dickinson University. Jeremy resides in Pennington, NJ with his wife, their son, and their dog. He enjoys cooking and spending time on Long Beach Island where he explores his many interests including running, fishing, and reading.
Jeremy Rhen is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Sax Wealth Advisors, LLC is an independent registered investment advisor offering financial services built on trust, integrity and meaningful client relationships. As a wholly owned subsidiary of Sax LLP, a leading accounting, tax and advisory firm in the New York tri-state area, we provide a wide range of strategies and services to help you reach your financial goals at every stage of life. Unlike large-sized investment firms, Sax Wealth Advisors offers personal attention from a dedicated team of advisors. At the same time, our depth of expertise and resources allows us to offer big company services driven by our clients' unique objectives and expectations. Our smaller size enables us to have a larger focus on your overall financial goals - not simply the performance of your portfolio.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Jeremy Rhen is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Jeremy Rhen is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Sax Wealth Advisors, LLC is a Member of Buckingham Strategic PartnersWe know there are thousands of advisory firms that claim to deliver great experiences for clients. There are also national-level firms delivering cookie-cutter experiences to their clients. Our vision combines the best of both worlds — to provide the personal experience to clients, supported by the broader resources of a larger firm. We believe this is the optimal path forward not just for us, but for all clients we serve.
Working with Buckingham Strategic Partners means a collaboration with an organization of industry experts, operations specialists and national thought leaders that helps our firm achieve more for our clients. By partnering with Buckingham, we have significantly more capabilities than many advisory firms that have large staff. We gain a team of professionals—advisors, investment analysts, operations experts and national thought leaders – all with the goal of enhancing the experience we’ve created for our clients. -
Sax Wealth Advisors, LLC is an Approved Dimensional Funds AdvisorDimensional believes an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success. Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional funds.
Contact Jeremy Rhen
Office Locations:
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100 Charles Ewing Boulevard
Suite 130
Ewing, NJ 08628 -
389 Interpace Parkway
Floor 3
Parsippany, NJ 07054 -
551 Madison Avenue
12th Floor
New York, NY 10022 -
12724 Gran Bay Parkway
Floor 3
Parsippany, NJ 07054
