Fee-Only Financial Planners in Oakland, NJ

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 Oakland, NJ:

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"

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"

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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)

    NAPFA Consumer Tools PDF

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