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

I can work with clients anywhere!

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

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

Glenn Blachman

CFP®, CIMA®, AIF®

Gateway Advisory, LLC

Westfield, NJ

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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!

Timothy Watters

CFP®,MBA

Watters Financial Services,LLC

Paramus, NJ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Portfolio Reviews, College Education Planning, Tax Planning, Employer Retirement Plans

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

Mindy Neira

CFP®, ChSNC®

Modera Wealth Management

Westwood, NJ

Specialties: Comprehensive Financial Planning, Disabilty and Special Needs Planning, Retirement Income Planning, Investment Management, Education Savings, Insurance Planning, Estate & Trust Planning

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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!

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

I can work with clients anywhere!

Lauren Locker

CFP®

Locker Financial Services, LLC

Verona, NJ

Fee-Only Financial Advisor with offices New Jersey and Massachusetts

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.

I can work with clients anywhere!

Emily Jaffe

CFP®, CDFA®

OFC Wealth Management

Short Hills, NJ

Specialties: Goals Based Financial Planning, Investment Management, Retirement Income Planning, College Planning, Tax Planning, Estate Planning, Insurance

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

I can work with clients anywhere!

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 Ewing, NJ Serving Princeton, Flemington, Hunterdon, Mercer & Bucks Co., and clients nationwide

I can work with clients anywhere!

Tom Geoghegan

CFP®, CIMA®, CPWA®, RMA®, MBA

Beacon Hill Private Wealth LLC

Summit, NJ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax-Efficient Investment Management, Tax Planning, Equity Compensation Planning, Estate and Legacy Planning, Risk Management

Helping families achieve their life goals through evidence-driven financial planning and investment management. Forever standing on the side of our clients.

I can work with clients anywhere!

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 Ewing, NJ, serving clients locally and across the country

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

Rengan Krishnakumar

Ph.D, MBA, CFP® Candidate

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 Sarasota, FL, serving clients locally, from the Oakland, NJ office, and across the country with “SMARTER FINANCIAL SOLUTIONS FOR YOUR BEST LIFE."

I can work with clients anywhere!

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

I can work with clients anywhere!

Marjorie Rand

CPA, CFP®, RICP®

Rand Financial Planning, LLC

Flemington, NJ

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

I can work with clients anywhere!

Tom Belding

CFP®

Belding Financial Planning

Chatham, NJ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax and Estate Planning, Special Needs Planning, Financial Coaching

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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

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

I can work with clients anywhere!

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!

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

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

I can work with clients anywhere!

Brian Power

CFP®

Gateway Advisory, LLC

Toms River, NJ

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

I can work with clients anywhere!

Casey 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

I can work with clients anywhere!

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!

Andrew Mastro

CFA®, CFP®, CAIA®

Wrought Advisors

Haddon Township, NJ

Specialties: Create your inspiring money vision, Prioritize and automate your cash flow, Create and execute your investment strategy, Bring relief to your student loans, Design a plan to pay for your children's education, Run long term financial freedom projections, Ensure you have the proper insurance and estate documents in place, Develop a strategy for your equity compensation, Take charge of your tax planning, Optimize the value of your employee benefits

We help travel-loving young families forge a life they never want to retire from.

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

Michael Schupak

CFP®, EA

Astra Wealth Partners

Jersey City, NJ

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

I can work with clients anywhere!

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

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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"

I can work with clients anywhere!

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

I can work with clients anywhere!

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

Guiding You Toward Financial Security Through Objective, Transparent, and Fiduciary Advice. Fair Lawn, NJ fee-only financial planner, with additional meeting sites in Morristown, NJ and New York City.

I can work with clients anywhere!

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.

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.

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

Sean Lovison

CFP®, CPA

Purpose Built Financial Services, LLC

Moorestown, NJ

Specialties: Cultivating Intentionality, Navigating Equity Compensation, Integrating Tax Strategies, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Estate Planning, Insurance Review, Tax Prep and Review

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

Nicholas Scheibner

CFP®, EA

Supportive Financial

Waldwick, NJ

Specialties: Comprehensive Financial Planning, Investment Management, Social Security Strategies, Required Minimum Distribution Planning, Income Tax Planning, Long Term Care Planning, Charitable Giving, Estate Planning/Family Gift Strategies

Fee-Only advisor located in Waldwick, NJ, specializing in Annual Tax Advice, Social Security strategies, and Required Minimum Distribution planning for Widows(ers), Special Needs Families, and those who have recently lost a parent.

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

Gregory Hart

CFP®

Haddon Wealth Management, LLC

Haddonfield, NJ

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

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

I can work with clients anywhere!

Joseph Goldy

CFP®

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

I can work with clients anywhere!

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"

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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!

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

I can work with clients anywhere!

Edward Leach

CFP®, MBA

HIGHLAND Financial Advisors, LLC

Wayne, NJ

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

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

Carlos Ruiz

CFP®

Financial Pathways

Bridgewater, NJ

James Ciprich

CFP®, MBA

RegentAtlantic

Morristown, NJ

George Stapleton

RegentAtlantic

Morristown, NJ

Eric Gabor

CFP®, EA

Eagle Grove Advisors LLC

Jersey City, NJ

Marnie Hards

MBA, CFP®

Aznar Financial Advisors, LLC

Morris Plains, NJ

Rachel Moran

CFP®

RTD Financial

Cherry Hill, NJ

Matthew Crum

CFP®

True North Financial Services, LLC

Mendham Township, NJ

Paul Cipriano

CFP®, MBA

Cipriano Wealth Management, LLC

Florham Park, NJ

Brian Sheahen

CPA, CFP®, MST

Hudson Oak Wealth Advisory

Hoboken, NJ

Gene McGovern

MBA, CFP®

McGovern Financial Advisors, LLC

Westfield, NJ

Amanda McGrath

CFP®

Asset Advisory Group

Kinnelon, NJ

Nicole Gould

CFP®

Buckingham Strategic Wealth

Short Hills, NJ

Robert Solimano

CFP®, RICP®

Angel Oak Financial Services LLC

Montvale, NJ

Eve Kaplan

CFP®, MA

Kaplan Financial Advisors, LLC

Berkeley Heights, NJ

Timothy Parker

CFA

Regency Wealth Management

Ramsey, NJ

Irene Giman

CFA®, CFP®, MBA

RTD Financial

Cherry Hill, NJ

Bryan Smalley

CFP®

RegentAtlantic

Morristown, NJ

Steven Kampschmidt

CFP®

Freedom Found Financial

Boonton, NJ

Nick Laverghetta

CFP®

NCM Capital Management

Ramsey, NJ

Jenna VanLeeuwen

CFP®

Aligning Wealth

Jersey City, NJ

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    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.


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