Fee-Only Financial Planners in Morristown, 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 Morristown, NJ:

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

Fair Lawn, NJ fee-only financial planner, with additional meeting sites in Morristown, NJ and New York City

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

Nicholas J. Scheibner

CFP®

Baron Financial Group, LLC

Morristown, NJ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Special Needs Planning

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

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

Paul Cipriano

CFP®, MBA

Cipriano Wealth Management, LLC

Florham Park, NJ

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

Fee-Only financial planner located in Florham Park, 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

Jay Lee

CFA®, CFP®

Ballaster Financial

Jersey City, NJ

Specialties: Comprehensive Financial Planning, Investment Management, Stock compensation, College Education Planning, Tax Planning, Alternative Investments

Fee-Only financial planner located in Jersey City, NJ, serving clients locally in the tri-state area and virtually 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

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

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

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

Sheri Cupo

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

Sheri Cupo is not working with new clients at this time. Our other advisors are available to assist with your wealth management needs.

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

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.

George Stapleton

RegentAtlantic

Morristown, NJ

Karina Salés Linehan

SAGEbroadview Wealth Management, LLC

Morristown, NJ

Jennifer Murray

Stonebridge Financial Advisors, LLC

Morristown, NJ

Bryan Smalley

CFP®

RegentAtlantic

Morristown, NJ

Matthew Crum

CFP®

True North Financial Services, LLC

Mendham Township, NJ

James Ciprich

CFP®, MBA

RegentAtlantic

Morristown, NJ

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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)

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