Fee-Only Financial Planners in New Jersey

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 New Jersey:

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

Guy McPhail

CFP®, CPA/PFS

SAX Wealth Advisors, LLC

Pennington, 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

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

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.

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.

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

Mindy Neira (Cleaveland)

CFP®, ChSNC®

Modera Wealth Management, LLC

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

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

Marie DeCaprio

CFP®, CFA®

SAX Wealth Advisors, LLC

Pennington, NJ

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

Fee-Only Financial Advisor serving the Greater NY area

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

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

Jeremy E. Portnoff

MSFS, CFP®, CIMA®

Tempus Wealth Planning

Metuchen, NJ

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

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

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!

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.

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!

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

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

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

Jeremy Rhen

CFP®

Sax Wealth Advisors, LLC

Pennington, 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

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

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.

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

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!

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

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

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.

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

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.

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

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

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

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

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

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

Gregg Munn

CFP®, CPA

Sax Wealth Advisors, LLC

Pennington, 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

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

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.

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

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

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.

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

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

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

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

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

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

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

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.

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

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

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

Gordon Haas

CFP®

Haas Wealth Strategies

Hoboken, NJ

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

Fee-Only financial planner and advisor located in Hoboken, NJ, serving clients in Hudson County, NYC and across the country

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

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

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

George Kiraly

CFP®, MBA

LodeStar Advisory Group, LLC

Short Hills, NJ

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

Fee-Only financial planner located in Naples, FL, Short Hills, NJ and Scottsdale, AZ, 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

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

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.

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

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.

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

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

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

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

Dr. Laura Mattia

Ph.D, MBA, CFP®

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, the Oakland NJ office and across the country with "SMARTER FINANCIAL SOLUTIONS FOR YOUR BEST LIFE"

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

Glenn Blachman

CFP®, CIMA®, AIF®

Gateway Advisory, LLC

Westfield, NJ

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

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

Brian Power

CFP®

Gateway Advisory, LLC

Toms River, NJ

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

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, the Sarasota office and across the country with "SMARTER FINANCIAL SOLUTIONS FOR YOUR BEST LIFE"

Ajay Kaisth

CFP®, CRPC®

KAI Advisors

Princeton Junction, NJ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, 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!

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.

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

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

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

Martin Shenkman

Martin M. Shenkman, PC

Fort Lee, NJ

Michi Magee

OFC Wealth Management

Short Hills, NJ

Ryan Zacharczyk

Zynergy Retirement Planning

Red Bank, NJ

Lorraine Eugenio

Brighton Financial Planning

Annandale, NJ

Christopher Fundora

Traphagen Investment Advisors, LLC

Oradell, NJ

Greg Plechner

Greenspring Advisors

Paramus, NJ

Robert Dowling

Modera Wealth Management, LLC

Westwood, NJ

Andrew Christakos

Westfield Wealth Management, LLC

Westfield, NJ

Rachel Moran

CFP®

RTD Financial

Cherry Hill, NJ

Martin Hopkins

CFP®

Hopkins Investment Management

Princeton, NJ

Charles Roberson

Modera Wealth Management, LLC

Westwood, NJ

Vivian Holzer

Holzer & Company, Inc.

Harrington Park, NJ

Steven Kampschmidt

CFP®

Freedom Found Financial

Boonton, NJ

Roseann Bove

Breton Financial, Inc.

Medford, NJ

Emily Jaffe

OFC Wealth Management

Short Hills, NJ

Christopher Gething

Atherean Wealth Management, LLC

Jersey City, NJ

Julie Wielehowski

Financial Compass

Haddonfield, NJ

Frank Fernandez

Weingarten Associates, LLC

Plainsboro, NJ

Nancy Nawn

WatchDog Planning, LLC

Cherry Hill, NJ

Jadah Riley

RTD Financial Advisors Inc.

Cherry Hill, NJ

Victoria Cannillo

Baron Financial Group, LLC

Fair Lawn, NJ

Andrew Panko

Tenon Financial LLC

Edison, NJ

Bryan Smalley

CFP®

RegentAtlantic

Morristown, NJ

Ann Minnium

Concierge Financial Planning, LLC

Scotch Plains, NJ

Kirby Mack

Buckingham Strategic Wealth

Short Hills, NJ

Eleanore Szymanski

The Financial Planning Answerplace, LLC

Princeton, NJ

Frank Austin

Sustainable Financial Planning LLC

Hopatcong, NJ

Aaron Mellman

Modera Wealth Management, LLC

Westwood, NJ

Jeffrey Hanson

Traphagen Investment Advisors, LLC

Oradell, NJ

William Houck

Modera Wealth Management, LLC

Westwood, NJ

Stanley Ehrlich

S.F. Ehrlich Associates, Inc.

Cranford, NJ

Timothy Parker

CFA

Regency Wealth Management

Ramsey, NJ

Daniel Satz

Novi Wealth Partners

Princeton, NJ

Jennifer Faherty

Modera Wealth Management, LLC

Westwood, NJ

Constance Herrstrom

Premier Financial Planning, Inc.

Princeton, NJ

Patricia Feeney

Breton Financial, Inc.

Medford, NJ

Peter McKenna

CFP®

Modera Wealth Management, LLC

Westwood, NJ

Robert Solimano

CFP®, RICP®

Angel Oak Financial Services LLC

Montvale, NJ

Colin Watters

Watters Financial Services,LLC

Paramus, NJ

Michael Gibney

CFP®, AIF®

Modera Wealth Management, LLC

Westwood, NJ

James Ciprich

CFP®, MBA

RegentAtlantic

Morristown, NJ

Eric Gabor

CFP®, EA

Eagle Grove Advisors LLC

Jersey City, NJ

Lisa Neira

RegentAtlantic

Morristown, NJ

Ryan Vogel

Novi Wealth Partners

Princeton, NJ

David Walter

Halberstadt Financial Consultants, Inc.

Princeton, NJ

Nicholas LaVerghetta

NCM Capital Management, LLC

Ramsey, NJ

David Dowd

Dowd Financial Planning

Montclair, NJ

Jeffrey Waters

OFC Wealth Management

Short Hills, NJ

Michael Kay

Financial Life Focus, LLC

Livingston, NJ

Jennifer Murray

Stonebridge Financial Advisors, LLC

Morristown, NJ

Thomas Vetter

Vetter Planning

Randolph, NJ

John Zeltmann

S.F. Ehrlich Associates, Inc.

Cranford, NJ

Samuel McPherson

McPherson Financial Advisors, Inc.

Jersey City, NJ

Martha Ferrari

Partners for Planning, LLC

Edison, NJ

Igor Smolyanskiy

Vilga Financial Planning LLC

Fair Lawn, NJ

John Moynihan

Waterstone Wealth Advisors LLC

Somerset, NJ

Thomas Orecchio

Modera Wealth Management, LLC

Westwood, NJ

Thomas Belding

Garrett Investment Advisors, LLC

Chatham, NJ

Ryan Dunn

Novi Wealth Partners

Princeton, NJ

Karina Salés Linehan

SAGEbroadview Wealth Management, LLC

Morristown, NJ

Stephanie Spies

Modera Wealth Management, LLC

Westwood, NJ

Carlos Ruiz

CFP®

Financial Pathways

Bridgewater, NJ

Robert Barry

Barry Capital Management

Washington, NJ

Brian Schiess

Modera Wealth Management, LLC

Westwood, NJ

Scott Buttfield

Buttfield & Associates

Red Bank, NJ

Andrew Aran

Regency Wealth Management

Ramsey, NJ

Eric Mancini

Traphagen Investment Advisors, LLC

Oradell, NJ

Kelly Trageser

Sea Clear Financial Planning, LLC

Sea Girt, NJ

Eve Kaplan

CFP®, MA

Kaplan Financial Advisors, LLC

Berkeley Heights, NJ

Kelly Henning

Modera Wealth Management, LLC

Westwood, NJ

Noelle Kacerek

Locker Financial Services, LLC

Verona, NJ

Matthew Sexton

Clear Harbor Asset Management

North Caldwell, NJ

Martin Scott

Lasting Wealth Principles

Parlin, NJ

Irene Giman

CFA®, CFP®, MBA

RTD Financial

Cherry Hill, NJ

Derek Gardella

Hampshire Investment Management Company, LLC

Morristown, NJ

Luba Globerman

Financial Pathways

Bridgewater, NJ

Cindy Mota

Greenspring Advisors

Paramus, NJ

Marnie Hards

MBA, CFP®

Aznar Financial Advisors, LLC

Morris Plains, NJ

Nicole Gould

CFP®

Buckingham Strategic Wealth

Short Hills, NJ

James Christie

Freedom Wealth Management, LLC

Bedminster, NJ

Robert Dunn

Novi Wealth Partners

Princeton, NJ

Adam Leone

Modera Wealth Management, LLC

Westwood, NJ

Steven Tambone

S & A Financial Strategies and Services, LLC

Cherry Hill, NJ

George Stapleton

RegentAtlantic

Morristown, NJ

Matthew Crum

CFP®

True North Financial Services, LLC

Mendham Township, 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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