What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Morristown, NJ area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Morristown, NJ Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Asta Sanders
CFP®, EA,CPWA®
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.
Lawrence Manley
CFA®, CIPM
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
Gregg Munn
CFP®, CPA
SAX Wealth Advisors
Parsippany, NJ
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, Charitable Giving, Wealth Management, Estate Planning , Generational Preparedness, Tax Planning
For more than 65 years, SAX has offered industry expertise, value-added services and customer-centric results that complement and advance your financial plan.
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
Anthony Benante
CFA, CFP®
Baron Financial Group, LLC
Morristown, NJ
Specialties: Financial Life Planning, Retirement Income Planning, Investment Management, Special Needs Planning, Tax and Estate Planning, Risk Management and Insurance Review
Sarasota, FL fee-only Wealth Manager, with additional meeting sites in Fair Lawn, NJ and New York City
Jeremy Rhen
CFP®
SAX Wealth Advisors
Parsippany, NJ
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, Charitable Giving, Wealth Management, Estate Planning , Generational Preparedness, Tax Planning
For more than 65 years, SAX has offered industry expertise, value-added services and customer-centric results that complement and advance your financial plan.
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
Larry Annello is not personally accepting new clients at this time - but our team is!
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
Stephen Esposito
CFP®
Accretive Wealth Partners
Parsippany, NJ
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Charitable Giving Strategies, Cash Flow Planning, Tax Minimization Strategies and Planning, Insurance and Annuity Advice
Fee-Only financial planner located in Parsippany, NJ, serving clients locally and across the country
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
James J. Suazo
ChFC®
Baron Financial Group, LLC
Morristown, NJ
Specialties: Financial Life Planning, Retirement Income Planning, Investment Management, Special Needs Planning, Tax and Estate Planning, Risk Management and Insurance Review
Fee-Only financial planner (fluent in Spanish) located in Fair Lawn, NJ with additional meeting sites in Morristown, NJ and New York City
Marie DeCaprio
CFP®, CFA®, MBA
SAX Wealth Advisors
Parsippany, NJ
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, Charitable Giving, Wealth Management, Estate Planning , Generational Preparedness, Tax Planning
For more than 65 years, SAX has offered industry expertise, value-added services and customer-centric results that complement and advance your financial plan.
Adam Goldberg
CFP®, CPWA®
SAX Wealth Advisors
Parsippany, NJ
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, Charitable Giving, Wealth Management, Estate Planning , Generational Preparedness, Tax Planning
For more than 65 years, SAX has offered industry expertise, value-added services and customer-centric results that complement and advance your financial plan.
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
Joseph Piela
CFP®
SAX Wealth Advisors
Parsippany, NJ
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, Charitable Giving, Wealth Management, Estate Planning , Generational Preparedness, Tax Planning
For more than 65 years, SAX has offered industry expertise, value-added services and customer-centric results that complement and advance your financial plan.
Victor Cannillo
Baron Financial Group
Morristown, NJ
Specialties: Financial Life Planning, Retirement Income Planning, Investment Management, Special Needs Planning, Tax and Estate Planning, Risk Management and Insurance Review
Guiding you toward financial security through fee-only, fiduciary financial advice and investment management. Offices in Fair Lawn, NJ and Sarasota, FL - serving clients across the country.
Danna Jacobs
CFP®, ADPA™, MBA
Lavish Financial Planning
Morristown, NJ
Specialties: Comprehensive Financial Planning, Investment Management, Life Transitions, Tax Efficiency Planning, Savings and Budgeting Models, Risk Analysis
We work closely with young professionals, young families and entrepreneurs to provide holistic financial planning services.
Marc Lescarret
MSPFP, MPAS™, CFP®, AWMA™
Marc Alan Wealth Management
Rockaway, NJ
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Socially Responsible Investing, Controlled Emotional Investing, Tax Sheltering, Landlord Tax Deferral, Real Estate
Fee-Only financial planner located in Rockaway, NJ, serving clients locally and across the country
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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)
