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 Princeton, NJ 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 Princeton, NJ Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
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
Vid Ponnapalli
MS, CFP®, EA
Unique Financial Advisors
Princeton, 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.
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
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
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
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
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
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
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.
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
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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)
