Fee-Only Financial Planners in Marlton, NJ

A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.

Fee-Only Financial Planners in Marlton, NJ:

Patricia Sperduto

CFP®, MBA, AIF®

Meyer Capital Group

Marlton, NJ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

An Independent Fee-Only Advisor serving the NY, NJ, PA and DE areas.

Thomas P. Meyer

Meyer Capital Group

Marlton, NJ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, ETF and Indexing Management, Small Business Retirement Accounts, College Education Planning, ESG/Socially Responsible Products, Risk Management / Liquid Alternative Strategies, SMA (Separately Managed Accounts)

Timothy McGeeney

AIF®, CFS®

Meyer Capital Group

Marlton, NJ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, ETF and Indexing Management, Small Business Retirement Accounts, College Education Planning, ESG/Socially Responsible Products, Risk Management / Liquid Alternative Strategies, SMA (Separately Managed Accounts)

Frank Zuccarelli

MBA

Meyer Capital Group

Marlton, NJ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, ETF and Indexing Management, Small Business Retirement Accounts, College Education Planning, ESG/Socially Responsible Products, Risk Management / Liquid Alternative Strategies

Danielle Margulis

CFP®

Meyer Capital Group

Marlton, NJ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

An Independent Fee-Only Advisor serving the NY, NJ, PA and DE areas.

Michael J. Howley

CFP®

Meyer Capital Group

Marlton, NJ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, ETF and Indexing Management, Small Business Retirement Accounts, College Education Planning, ESG/Socially Responsible Products, Risk Management / Liquid Alternative Strategies, SMA (Separately Managed Accounts)

Michael Smithwick

MBA, CFA®, CPA

Meyer Capital Group

Marlton, NJ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, ETF and Indexing Management, Small Business Retirement Accounts, College Education Planning, ESG/Socially Responsible Products, Risk Management / Liquid Alternative Strategies, SMA (Separately Managed Accounts)

Marianne Rullo

MBA, AIF®

Meyer Capital Group

Marlton, NJ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, ETF and Indexing Management, Small Business Retirement Accounts, College Education Planning, ESG/Socially Responsible Products, Risk Management / Liquid Alternative Strategies, SMA (Separately Managed Accounts)

Thomas C. Meyer

AIF®

Meyer Capital Group

Marlton, NJ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, ETF and Indexing Management, Small Business Retirement Accounts, College Education Planning, ESG/Socially Responsible Products, Risk Management / Liquid Alternative Strategies, SMA (Separately Managed Accounts)

Timothy J. McGenney

Meyer Capital Group

Marlton, NJ

  • 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)

    NAPFA Consumer Tools PDF

    Get Your Checklist

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