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 Pennington, NJ, serving clients locally and across the country
Jeremy Rhen is a Pennington, 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 Partner-in-Charge of the firm’s Pennington NJ office, and as a Portfolio Advisor at Sax Wealth Advisors - a fee-only, independent registered investment advisory firm with over $1 billion of assets under management, Jeremy is experienced working with high-net-worth families, closely held businesses and employer retirement plans. From helping clients transition their accounts to assisting with portfolio rebalancing and leading 401(k) education meetings, Jeremy is actively involved in every stage of the SAX client experience. Prior to joining SAX Wealth Advisors in 2014, Jeremy was a mutual fund trading analyst at SEI Investments in Oaks, Pennsylvania.
Jeremy is a CERTIFIED FINANCIAL PLANNER™ practitioner. He earned a Bachelor's Degree from Bloomsburg University of Pennsylvania, a Financial Planning Certificate from the Petrocelli College for Continuing Studies at Fairleigh Dickinson University and holds his NASAA Series 65 License. Outside the office, he enjoys running, fishing, reading and playing fetch with his dog Charley.
Areas of Expertise:
- College/Education Planning
- Helping Clients Identify & Achieve Goals
- Ongoing Investment Management
- Planning Issues for Business Owners
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
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 Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, the firm builds and implements strategies to help clients pursue higher expected returns. An enduring philosophy, strong client commitment, and deep working relationships with the academic community underpin Dimensional’s approach to investing and form the foundation for new strategies.
Contact Jeremy Rhen
Office Locations:
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10 South Main Street
Pennington, NJ 08534 -
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
