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".
Select a city to refine your search:
- Basking Ridge, NJ
- Bedminster, NJ
- Berkeley Heights, NJ
- Bernardsville, NJ
- Bloomingdale, NJ
- Boonton, NJ
- Bridgewater, NJ
- Brielle, NJ
- Butler, NJ
- Caldwell, NJ
- Camden, NJ
- Chatham, NJ
- Cherry Hill, NJ
- Chester, NJ
- Clifton, NJ
- East Windsor, NJ
- Edgewater, NJ
- Elizabeth, NJ
- Englewood, NJ
- Fair Haven, NJ
- Fair Lawn, NJ
- Fairfield, NJ
- Farmingdale, NJ
- Florham Park, NJ
- Gillette, NJ
- Glen Rock, NJ
- Hackensack, NJ
- Hackettstown, NJ
- Haddonfield, NJ
- Hoboken, NJ
- Jersey City, NJ
- Kinnelon, NJ
- Lawrenceville, NJ
- Lincoln Park, NJ
- Little Falls, NJ
- Little Silver, NJ
- Long Branch, NJ
- Madison, NJ
- Mendham, NJ
- Metuchen, NJ
- Montvale, NJ
- Moorestown, NJ
- Morris Plains, NJ
- Morristown, NJ
- New Brunswick, NJ
- New Providence, NJ
- Newark, NJ
- Oakland, NJ
- Oceanport, NJ
- Oradell, NJ
- Paramus, NJ
- Paterson, NJ
- Pennington, NJ
- Point Pleasant, NJ
- Princeton, NJ
- Princeton Junction, NJ
- Ramsey, NJ
- Red Bank, NJ
- Ridgewood, NJ
- River Edge, NJ
- Riverdale, NJ
- Roseland, NJ
- Rumson, NJ
- Sea Girt, NJ
- Short Hills, NJ
- Somers Point, NJ
- Spring Lake Heights, NJ
- Summit, NJ
- Tenafly, NJ
- Tinton Falls, NJ
- Toms River, NJ
- Totowa, NJ
- Trenton, NJ
- Union City, NJ
- Vineland, NJ
- Wall Township, NJ
- Wanaque, NJ
- Washington, NJ
- Wayne, NJ
- West Long Branch, NJ
- West New York, NJ
- West Paterson, NJ
- West Windsor, NJ
- Westfield, NJ
- Westwood, NJ
- Woodbury, NJ
- Wyckoff, NJ
Every New Jersey Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
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.
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
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
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
Glenn Blachman
CFP®, CIMA®, AIF®
Gateway Advisory, LLC
Westfield, NJ
Specialties: Financial Planning, Retirement Planning, Investment Management, Business Planning, Estate Services, Education Planning
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
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.
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
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
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
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"
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
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
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
Lauren Locker
CFP®
Locker Financial Services, LLC
Verona, NJ
Fee-Only Financial Advisor with offices New Jersey and Massachusetts
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.
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.
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
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
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
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
Brian Power
CFP®
Gateway Advisory, LLC
Toms River, NJ
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
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
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
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
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
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
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
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
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
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
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.
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.
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
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."
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
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"
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
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
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
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.
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
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
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
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.
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
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
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.
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 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
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
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
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
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
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.
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
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
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
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
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.
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
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
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.
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
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
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
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.
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
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
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
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.
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
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
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
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
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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)
