Fee-Only Financial Advisors in New Jersey

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 New Jersey 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 New Jersey Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent

Kenneth Bradshaw Jr.

MSFS, CFP®, CIMA®

Meyer Capital Group

Marlton, NJ

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

100% Fiduciary + 100% of the Time = Your Interest Before Ours

Thomas P. 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)

100% Fiduciary + 100% of the Time = Your Interest Before Ours

James J. Suazo

ChFC®

Baron Financial Group, LLC

Fair Lawn, 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

I can work with clients anywhere!

Deva Panambur

CFA®, CFP®

Sarsi, LLC

West New York, NJ

Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Retirement Income Planning, Risk management and estate planning

Fee-Only financial planner located in New York, NY, and West New York, NJ serving clients locally, across the country and overseas

Reed Fraasa

CFP®, AIF®, RLP®

HIGHLAND Financial Advisors, LLC

Wayne, NJ

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

Fee-Only Financial Planner serving the NY City, metropolitan area.

I can work with clients anywhere!

Kevin Peacock

CFP®, CAIA®, EA

Astra Wealth Partners

Jersey City, NJ

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

Fee-Only financial planner located in Jersey City, NJ, serving clients locally and across the country

Dennis O'Brien

Coastal Financial Advisors, Inc.

Farmingdale, NJ

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

Fee-Only financial planner located in Farmingdale, NJ, serving clients locally and nationwide

I can work with clients anywhere!

Thomas Duffy

CFP®, MBA, CRPC®, CDFA®

Jersey Shore Financial Advisors, LLC

Tinton Falls, NJ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Widows/widowers, Advice only options

Fee Only. Advice Only. Experienced Financial Planner serving new widows/widowers on a fixed fee basis.

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.

Daniel Satz

CFP®, MPAS® CRPC®, AWMA®

Novi Wealth Partners

Princeton, NJ

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

Fee-Only financial planner located in Princeton, NJ, serving clients locally and across the country

AnnaMarie Mock

CFP®

HIGHLAND Financial Advisors, LLC

Wayne, NJ

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

Fee-Only financial planner specializing in helping pharmaceutical professionals make the most of their employee stock incentives and benefits

Ryan Vogel

CFP®

Novi Wealth Partners

Princeton, NJ

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

Fee-Only financial planner located in Princeton, NJ, serving clients locally and across the country

Tim Mullooly

Mullooly Asset Management, Inc.

Wall Township, NJ

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

Fee-Only financial planner located in Wall Township, NJ, serving clients locally and across the country

I can work with clients anywhere!

Michael Schupak

CFP®, EA

Astra Wealth Partners

Jersey City, NJ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Cash Flow Planning, Tax Planning,

Fee-Only financial planner located in Jersey City and NYC, serving clients locally and across the country.

Brian Sheahen

CPA, CFP®, MST

Hudson Oak Wealth Advisory

Hoboken, NJ

Specialties: Wealth Management, Comprehensive Financial Planning, Investment Management, Comprehensive Tax Planning, Equity Compensation Planning, Trust & Estate Planning, Retirement Income Planning, College Education Planning, Risk Management Planning

Fee-Only financial planner & advisor located in Hoboken, NJ, & New York City, serving clients locally and across the country

Lauren Locker

CFP®

Locker Financial Services, LLC

Verona, NJ

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

Fee-Only Financial Advisor with offices New Jersey and Massachusetts

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)

100% Fiduciary + 100% of the Time = Your Interest Before Ours

Shikha Mittra

CFP®, AIF®, CMFC®, CRPS®, PPC®, MBA

RETIRE SMART Consulting, LLC

Princeton, NJ

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

Princeton, NJ Fee-Only Financial Planner serving Princeton and all surrounding areas

Tom Geoghegan

CFP®, CIMA®, CPWA®, RMA®, MBA

Beacon Hill Private Wealth LLC

Summit, NJ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Strategies and Planning, Employee Stock - ISOs, NQOs, RSUs, Estate Planning

Certified Financial Planner™ and Certified Private Wealth Advisor® in Summit, NJ, serving clients locally and across the country. Forever standing on the side of our clients.

Ken Weingarten

CFP®, MBA

Weingarten Associates, LLC

Lawrenceville, NJ

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

Fee Only Financial Planner Located in Lawrenceville, NJ and serving the greater Princeton, NJ area and clients 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

Jorie Johnson

CFP®

Financial Futures LLC

Brielle, NJ

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

Fee-Only financial planner and investment advisor located in Brielle, NJ, serving clients locally and across the country

Michael J. Howley

CFP®

Meyer Capital Group

Marlton, NJ

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

100% Fiduciary + 100% of the Time = Your Interest Before Ours

Joseph Hogan

CSLP®, CFP®

WealthFD

Mays Landing, NJ

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

Fee-Only financial planner located in Mays Landing, NJ, serving clients locally and across the country

James Kinney

MBA, CFP®

Financial Pathways

Bridgewater, 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

Gregg Munn

CFP®, CPA

Sax Wealth Advisors, LLC

Ewing, NJ

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

Fee-Only financial planner located in Jacksonville, FL, serving clients locally and across the country

Greg Giardino

CFP®, CPWA®

Atlas Fiduciary Financial LLC.

Oakland, NJ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Insurance/Risk Management

Fee-Only financial planner located in Oakland, NJ, serving clients locally, from the Sarasota, FL office, and across the country with "SMARTER FINANCIAL SOLUTIONS FOR YOUR BEST LIFE"

Jeremy E. Portnoff

MSFS, CFP®, CIMA®, CMT®

Tempus Wealth Planning

Metuchen, NJ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, IRA Tax Planning, Roth Conversion, Risk Managed Tactical Investment Strategy

Because you deserve an Educated Advisor. Offices in Irvine, CA and Metuchen, NJ.

Gene McGovern

MBA, CFP®

McGovern Financial Advisors, LLC

Westfield, NJ

Specialties: Retirement Income Planning, Comprehensive Financial Planning, Investment Portfolio Analysis and Recommendations, Tax Planning

Fee-only financial planner located in Westfield, NJ, serving clients locally and across the country

Glenn Blachman

CFP®, CIMA®, AIF®

Gateway Advisory, LLC

Westfield, NJ

Specialties: Financial Planning, Retirement Planning, Investment Management, Business Planning, Estate Services, Education Planning

Thomas Mullooly

CFP®

Mullooly Asset Management, Inc.

Wall Township, NJ

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

Fee-Only financial planner located in Wall Township, 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

Andrew Mastro

CFA®, CFP®, CAIA®

Wrought Advisors

Haddon Township, NJ

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

Wrought Advisors is a fee-only financial planning firm specializing in attorneys. We help our clients reduce taxes, invest, and make smart financial decisions.

Robert Dunn

CFP®

Novi Wealth Partners

Princeton, NJ

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

Fee-Only financial planner located in Princeton, NJ, serving clients locally and across the country

John Middleton

CFP®, CFA®, AIF®, CAIA®

Brighton Financial Planning

Flemington, NJ

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

Fee-Only financial planner located in Flemington, NJ, (satellite offices in Richmond, Virginia and Kiawah Island, South Carolina) serving clients locally and across the country

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

Marie DeCaprio

CFP®, CFA®

SAX Wealth Advisors, LLC

Ewing, NJ

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

Fee-Only Financial Advisor serving the Greater NY area

Joseph Piela

CFP®

Sax Wealth Advisors, LLC

Parsippany, NJ

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

Fee-Only financial planner located in Parsippany, NJ, serving clients locally and across the country

Jeremy Rhen

CFP®

Sax Wealth Advisors, LLC

Ewing, NJ

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

Fee-Only financial planner located in Pennington, NJ, serving clients locally and across the country

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

Nicholas J. Scheibner

CFP®

Baron Financial Group, LLC

Fair Lawn, 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

I can work with clients anywhere!

Andrew Novick

CFP®, JD

The Investment Connection

Bridgewater, NJ

Specialties: Investment Management Services, Low-Cost Index Investing, Socially Responsible Investing, Comprehensive Financial Planning, Retirement, College, Taxes, Insurance, and more

Fee-Only Financial Planner located in Bridgewater, NJ and Serving Clients Across the Country

Dr. Laura Mattia

Ph.D, MBA, CFP®, CDFA®

Atlas Fiduciary Financial LLC.

Oakland, NJ

Specialties: Trusted advice and custom solutions, Creating income for retirement, Investment management with less risk, Comprehensive and personal financial planning, Strategies for individuals in transition (widow, divorcee, business owner, retiring executive, new resident), Women and others looking for education and guidance from someone who cares.

Fee-Only financial planner located in Sarasota, FL, serving clients locally, from the Oakland, NJ office, and across the country with SMARTER FINANCIAL SOLUTIONS FOR YOUR BEST LIFE.

Claudia Mott

MBA, CFP®, CDFA®„

Epona Financial Solutions

Basking Ridge, NJ

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

Fee-Only financial planner located in Basking Ridge, NJ, serving clients locally and across the country

Jenna VanLeeuwen

CFP®

Aligning Wealth

Jersey City, NJ

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

Fee-Only financial planner located in Jersey City, NJ serving clients in NYC metro area as well as virtually across the country

Edward Leach

CFP®, MBA

HIGHLAND Financial Advisors, LLC

Wayne, NJ

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

Fee-Only financial planner located in Wayne, NJ, serving clients locally and across the country

Ajay Kaisth

CFP®, CRPC®

KAI Advisors

Princeton Junction, NJ

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

Fee-Only Financial Planning and Investment Management based in Princeton Jct. NJ and Serving Clients Nation-Wide

Jay Flamme

Gateway Advisory, LLC

Toms River, NJ

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

Fee-Only financial planner located in Toms River, NJ, serving clients locally and across the country

Joseph Goldy

CFP®, AAMS®

HIGHLAND Financial Advisors, LLC

Wayne, NJ

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

Fee-Only financial planner located in Wayne, NJ, serving clients locally and across the country

Amanda McGrath

CFP®

Asset Advisory Group

Kinnelon, NJ

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

Fee-Only financial planner located in Kinnelon, NJ, serving clients locally and across the country

Brian Power

CFP®

Gateway Advisory, LLC

Toms River, NJ

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

Guy McPhail

CFP®, CPA/PFS

SAX Wealth Advisors, LLC

Ewing, NJ

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

Fee-Only Financial Planner in Pennington NJ Serving Princeton, Flemington, Hunterdon, Mercer & Bucks Co., and clients nationwide

Chris Paleologus

CFP®

Meyer Capital Group

Marlton, NJ

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

100% Fiduciary + 100% of the Time = Your Interest Before Ours

Mindy Neira

CFP®, ChSNC®

Modera Wealth Management

Westwood, NJ

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

Fee-Only financial planner located in Westwood, NJ, serving clients locally and across the country

David Fowler

CFP®, ChFC®

High Mountain Financial Coaching LLC

Hawthorne, NJ

Specialties: Comprehensive Financial Planning, Academic Based Investing, Investment Management, Retirement Income Planning, College Education Planning

Fee-Only financial planner located in Hawthorne, NJ, serving clients locally and across the country

Marjorie Rand

CPA, CFP®, RICP®

Rand Financial Planning, LLC

Flemington, NJ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning, Investment Planning, Estate Planning, Insurance Planning,

Fee-Only financial planner located in Flemington, NJ, serving clients locally and across the country

Marc Meyer

Meyer Capital Group

Marlton, NJ

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

100% Fiduciary + 100% of the Time = Your Interest Before Ours

Anthony Benante

CFA®

Baron Financial Group, LLC

Fair Lawn, 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

Michael Maye

CFP®, CPA, PFS

MJM Financial Advisors, LLC

Gillette, NJ

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

Fee-Only Financial Advisor serving Gillette, NJ area.

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)

100% Fiduciary + 100% of the Time = Your Interest Before Ours

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

Michael Smitwick

CFA®, CPA, MBA

Meyer Capital Group

Marlton, NJ

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

100% Fiduciary + 100% of the Time = Your Interest Before Ours

Tanya Walliser

CFP®

Condor Capital Wealth Management

Martinsville, NJ

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

Fee-Only financial planner located in Martinsville, NJ, serving clients locally and across the country

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)

100% Fiduciary + 100% of the Time = Your Interest Before Ours

Robert Walsh

CFP®, CPA, PFS, CRPC®

Lighthouse Financial Advisors

Red Bank, NJ

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

Fee-Only financial planner located in Red Bank, NJ, serving clients locally and across the country

Stephen Craffen

CFP®, CFA®, CLU®, ChFC®, MBA

Atlas Fiduciary Financial, LLC

Oakland, NJ

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

Fee-Only financial planner located in Oakland, NJ, serving clients locally, from the Sarasota office, and across the country with "SMARTER FINANCIAL SOLUTIONS FOR YOUR BEST LIFE"

Dennis McNamara

CFP®, AIF®, CSLP®

wHealth Advisors

Red Bank, NJ

Specialties: Comprehensive Financial Planning, Tax Planning, Investment Management, Student Loan Repayment Strategies, Retirement Income Planning

Fee-Only financial planner located in Red Bank, NJ, serving clients locally and across the country

Danielle Margulis

CFP®

Meyer Capital Group

Marlton, NJ

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

100% Fiduciary + 100% of the Time = Your Interest Before Ours

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

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

John Munley

CFP®

wHealth Advisors

Red Bank, NJ

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

Fee-Only financial planner located in Red Bank, NJ, serving clients locally and across the country

Andrew Chan

CFP®, CIMA®

Locker Financial Services

Verona, NJ

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

Fee Only Financial Planner Located in Framingham, MA and Little Falls, NJ and Serving Clients Nationwide

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

Ryan Dunn

CFP®

Novi Wealth Partners

Princeton, NJ

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

Fee-Only financial planner located in Princeton, NJ, serving clients locally and across the country

I can work with clients anywhere!

Vid Ponnapalli

MS, CFP®, EA

Unique Financial Advisors

Holmdel, NJ

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

Fee-Only Financial Planner providing Customized Financial Coaching, Investment Management, and Tax Services for Busy Professionals in New Jersey, New York city, 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

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.

I can work with clients anywhere!

Danna Jacobs

CFP®, ADPA®, MBA

Legacy Care Wealth, LLC

Jersey City, NJ

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

Fee-Only Financial Planner serving the Jersey City, NJ area. We work closely with young professionals, young families and entrepreneurs to provide holistic financial planning services.

Joseph Vecchio

CFP®, CPA/PFS, MBA

Shore Financial Planning, LLC

Monmouth Beach, NJ

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

Fee-Only financial planner located in Monmouth Beach, 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

Peter Traphagen

CPA, PFS, AEP®, CFP®

Traphagen Investment Advisors, LLC

Oradell, NJ

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

Fee Only Financial Planner Located in Oradell, NJ and Serving Clients Nationwide

Timothy Watters

CFP®,MBA

Watters Financial Services,LLC

Paramus, NJ

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

Fee-Only financial planner located in Paramus, NJ, serving clients locally and across the country

Brendan Mullooly

CFP®

Mullooly Asset Management, Inc.

Wall Township, NJ

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

Fee-Only financial planner located in Wall Township, NJ, serving clients in Monmouth County, the Jersey Shore, and across the state of New Jersey.

Rachel Moran

CFP®

RTD Financial

Cherry Hill, NJ

Robert Solimano

CFP®, RICP®

Angel Oak Financial Services LLC

Montvale, NJ

Matthew Crum

CFP®

True North Financial Services, LLC

Mendham Township, NJ

Irene Giman

CFA®, CFP®, MBA

RTD Financial

Cherry Hill, NJ

Marnie Hards

MBA, CFP®

Aznar Financial Advisors, LLC

Morris Plains, NJ

Carlos Ruiz

CFP®

Financial Pathways

Bridgewater, NJ

Steven Kampschmidt

CFP®

Freedom Found Financial

Boonton, NJ

George Stapleton

RegentAtlantic

Morristown, NJ

Eric Gabor

CFP®, EA

Eagle Grove Advisors LLC

Jersey City, NJ

Eve Kaplan

CFP®, MA

Kaplan Financial Advisors, LLC

Berkeley Heights, NJ

Bryan Smalley

CFP®

RegentAtlantic

Morristown, NJ

Michael Gibney

CFP®, AIF®

Modera Wealth Management

Westwood, NJ

Timothy Parker

CFA

Regency Wealth Management

Ramsey, NJ

Nicole Gould

CFP®

Buckingham Strategic Wealth

Short Hills, 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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