Joseph Piela
CFP®
Sax Wealth Advisors, LLC
Wealth Advisor
Joseph Piela
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. - Joseph Piela, CFP®
Fee-Only financial planner located in Parsippany, NJ, serving clients locally and across the country
Joseph Piela is a Parsippany, NJ fee-only financial planner. Sax Wealth Advisors, LLC provides comprehensive financial planning, retirement planning, and investment management to help businesses, families and individuals organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Joseph Piela is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Joe Piela is a Wealth Advisor at Sax and was named Partner in 2022. He is a Certified Financial Planner™ and with over 20 years of experience, Joe helps high-net-worth individuals and families, professionals and closely held businesses reach their financial goals through the creation and maintenance of holistic financial plans. Joe works to specifically tailor plans to his clients’ individual needs to deliver a customized, collaborative and total wealth management solution that includes portfolio management, tax strategies, wealth transfer considerations, business consultation and retirement planning.
As a father of two school-aged children, Joe loves the daily challenges and opportunities that every day brings – which includes coaching youth sports, attending dance recitals and maintaining his sanity.
Joseph Piela 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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Joseph Piela 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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Joseph Piela 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 Joseph Piela
Office Locations:
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389 Interpace Parkway
Floor 3
Parsippany, NJ 07054 -
551 Madison Avenue
12th Floor
New York, NY 10022 -
12724 Gran Bay Parkway
Suite 410
Jacksonville, FL 32258 -
100 Charles Ewing Boulevard
Suite 120
Ewing, NJ 08628
