Fiduciary advisors in New Jersey

Andover, New Jersey

Hampton Square Wealth Management is an investment advisory firm in Andover, New Jersey. Services include Financial Planning. The firm specializes in Investment Management and Wealth Management. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 11 Google reviews.

Basking Ridge, New Jersey

CW Advisors is a fee-only wealth management firm based in Basking Ridge, New Jersey, with $15.6 billion in assets under management across 23 offices and 168 employees. The firm employs a multi-disciplinary team including 50 CFP® professionals, 14 CFA® charterholders, and 6 CPAs who collaborate to develop customized financial plans aligned with client goals. CW Advisors operates through a three-phase engagement model: discovery and alignment of objectives, development and implementation of strategies, and ongoing support with plan adjustments as circumstances evolve. Client assets are held with independent custodians including Fidelity Investments and Charles Schwab, with compliance and performance oversight provided by third-party fiduciaries.

Bridgewater, New Jersey

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Bridgewater, New Jersey. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 2.6-star rating from 5 Google reviews.

Byram Township, New Jersey

Steffens Financial Corp. is an investment advisory firm in Byram Township, New Jersey. Services include Financial Planning, Insurance Analysis, and Investment Management. The office has a wheelchair-accessible entrance. The office is open daily.

Cherry Hill Township, New Jersey

United Financial Solutions is a financial advisory firm based in Cherry Hill, New Jersey, offering retirement planning, investment management, tax strategy, estate planning, and wealth management services to clients in the surrounding community. The firm employs a team-based approach, beginning with an assessment of each client's risk tolerance and time horizon to develop data-driven strategies aligned with their financial objectives. Services span from cash flow analysis and budgeting to sophisticated tax planning and portfolio construction tailored to individual circumstances.

Chester, New Jersey

Insurance-Based

Riebling Wealth Strategies, LLC, based in Chester, New Jersey, is an insurance-based financial advisory practice led by Christopher Riebling. The firm offers financial planning and insurance analysis services, with a focus on insurance planning. The practice emphasizes individualized client relationships and works collaboratively with clients and their professional advisors to establish and work toward financial objectives.

Chester, New Jersey

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Chester, New Jersey. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Colts Neck, New Jersey

Shorepoint Wealth Management is an investment advisory firm in Colts Neck, New Jersey. Services include Financial Planning. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 129 Google reviews.

Edison, New Jersey

Insurance-Based

World Financial Group, a Transamerica subsidiary founded in 2001, operates through a network of independent insurance agents across North America offering life insurance, retirement planning, education planning, and wealth-building strategies. The firm specializes in estate planning and insurance analysis, with a focus on helping individuals and families prepare for long-term financial security. WFG represents insurance and financial service providers that maintain A or higher credit ratings and works with clients to develop strategies aligned with their specific circumstances and milestones.

Egg Harbor Township, New Jersey

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Egg Harbor Township, New Jersey. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

Fair Lawn, New Jersey

Baron Financial Group is a registered investment adviser based in Fair Lawn, New Jersey, providing financial planning and investment management services. The firm takes a collaborative team approach and emphasizes client education as part of its process. Its investment management practice includes portfolio construction, asset allocation aligned to client objectives, and periodic rebalancing, with attention to tax efficiency.

Fairfield, New Jersey

Podell Financial Group is a Fairfield, New Jersey–based wealth management firm that combines investment management with tax planning across public and private markets. The firm offers specialized services including pension investment structuring, concentrated position management, Roth conversion planning, real estate tax strategies, private equity and venture capital access, and options strategies. Leadership emphasizes after-tax growth and long-term capital preservation through integrated coordination of investments, tax, estate, and business planning.

Fairfield, New Jersey

People Wealth Matters is a financial planning firm based in Fairfield, New Jersey, offering financial planning, insurance analysis, investment management, and estate planning services. The firm works with individuals, families, business owners, and organizational clients including small companies and charitable foundations. Led by CFP® Ivana Lotoshynski, the firm operates as a registered representative of LPL Financial and delivers strategies across retirement, education, legacy, and debt planning through brokerage and money management services.

Flemington, New Jersey

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Flemington, New Jersey. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Florham Park, New Jersey

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Florham Park, New Jersey. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 4 Google reviews.

Fort Lee, New Jersey

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Fort Lee, New Jersey. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 1-star rating from 1 Google review.

Franklin Lakes, New Jersey

Carson Wealth, LLC is an investment advisory firm in Franklin Lakes, New Jersey. Services include Estate Planning and Retirement Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. The office is open daily.

Haddon Township, New Jersey

Haddon Township Group of Oppenheimer is an investment advisory office in Haddon Township, New Jersey, operating under Oppenheimer & Co. Inc., which has been in business for over 140 years. The firm provides financial planning and investment management services through its advisors and the Oppenheimer Private Client Division, with a stated approach focused on understanding individual client needs and developing personalized strategies across family finances, wealth management, and multigenerational planning. The office is led by a financial advisor with nearly four decades of experience in serving families, executives, and nonprofit organizations, supported by licensed professionals offering securities and insurance services across multiple states.

Hoboken, New Jersey

Breakaway Wealth Management is a wealth advisory firm with offices in Hoboken, New Jersey, and Fort Lauderdale, Florida, operating under a fiduciary standard. The firm provides investment management and wealth management services, including financial planning and investment customization, and traces its origins to Relucio & Associates, founded in 2008. The team works with executives, business owners, and multi-generational families, beginning each engagement with a comprehensive financial assessment before developing personalized strategies.

Hoboken, New Jersey

Align Financial Solutions is a fee-only fiduciary advisory firm in Hoboken, New Jersey, founded by Hazel Secco, CFP®, CDFA®. The firm provides financial planning services with a focus on women professionals and decision-makers, offering guidance on equity compensation, tax optimization, investment strategy, insurance, and estate planning through a structured planning process that includes organization, analysis, and implementation phases. Secco holds certified financial planner and certified divorce financial analyst credentials and operates under a fiduciary standard.

Lambertville, New Jersey

Rivertown Financial is an independent wealth management firm based in Lambertville, New Jersey, serving affluent professional women, widows, and diverse couples since 1994. The firm offers financial planning and investment management with a focus on legacy planning, operating under a fee-based compensation model. The firm emphasizes a relationship-driven approach grounded in listening to client circumstances and providing personalized guidance across financial decisions and life transitions.

Linwood, New Jersey

Fee-Only

Sustainvest Asset Management is a fee-only fiduciary registered investment advisor based in Linwood, New Jersey, offering investment management and estate planning services. The firm specializes in sustainable and responsible investing, constructing portfolios that incorporate environmental, social, and corporate governance criteria while aiming to align with clients' values. Working with individuals, families, foundations, and institutions, Sustainvest begins with an introductory meeting and investor profile questionnaire to understand each client's goals and risk tolerance before managing accounts and providing quarterly performance reporting net of fees.

Manalapan Township, New Jersey

Integrated Wealth Solutions, LLC is an investment advisory firm in Manalapan Township, New Jersey. Services include Financial Planning, Investment Management, and Retirement Planning. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Medford, New Jersey

Family Wealth Partners, based in Medford, New Jersey, is led by Mark Finelli and provides financial planning and investment management services. The firm works with clients to develop personalized financial strategies focused on retirement planning and long-term wealth management, adjusting approaches as circumstances and goals evolve. The practice emphasizes direct client engagement throughout the planning and implementation process, with a stated commitment to proactive guidance and ongoing portfolio oversight.

Millville, New Jersey

Gruccio Financial is an investment advisory firm in Millville, New Jersey. The office has a wheelchair-accessible entrance. The office is open four days a week. It holds a 4.5-star rating from 2 Google reviews.

Montclair, New Jersey

Prestenback Wealth Management, based in Montclair, New Jersey, provides financial planning and investment management services with a focus on retirement planning. The firm's principals hold credentials including CFP, CFA, and CPA designations, and construct portfolios using low-cost index ETFs, actively managed mutual funds, and individual securities, employing Monte Carlo simulations to support client planning. The firm emphasizes transparency in fees and process, and serves clients seeking personalized financial guidance rather than commission-based products.

Montvale, New Jersey

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Montvale, New Jersey. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Montville, New Jersey

Wealthspring Financial Partners is a Montville, New Jersey–based firm that combines certified public accountants and wealth management advisors to deliver integrated financial planning with emphasis on tax strategy. The firm structures investment recommendations and broader wealth management services around tax implications and considers clients' complete financial circumstances. The firm is rated 4.3 stars on Google based on 52 reviews.

Moorestown, New Jersey

Apex Tax Advisors, based in Moorestown, New Jersey, offers tax preparation, financial planning, and estate planning services to individuals and families in southern New Jersey. The firm combines tax advisory with wealth management through Apex Capital Wealth Management, providing services including investment planning, retirement distribution planning, college funding strategies, and estate planning coordination with legal professionals. With over 50 years of combined team experience, the firm serves clients across multiple life stages and life changes, offering consultative planning that integrates tax reduction strategies with broader financial goals.

Morristown, New Jersey

Corient is an investment advisory firm in Morristown, New Jersey. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

Morristown, New Jersey

Strategic Wealth Advisory Group is a Morristown, New Jersey–based financial planning firm offering a range of services including investment strategy, retirement and succession planning, insurance solutions, estate planning, college funding, and employee benefits consultation. The firm operates through a three-phase process—discovery, planning, and implementation—and coordinates with clients' other professional advisors to develop integrated financial strategies. Services span asset allocation, life and property insurance, business succession guidance, and executive compensation planning.

Morristown, New Jersey

Trinity Financial Strategies is an investment advisory firm in Morristown, New Jersey. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Morristown, New Jersey

Advisor Name - Raymond James is an investment advisory firm in Morristown, New Jersey. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Mt Arlington, New Jersey

Roxbury Financial is a fee-based fiduciary advisory practice located in Mt. Arlington, New Jersey, founded by Jonathan LeVar (CFP®, MBA) and Heather LeVar (CFP®). The firm offers retirement planning, investment management, portfolio management, and customized income strategies through a planning process that begins with understanding client goals, risk tolerance, and time horizon. Services also include tax planning strategies such as loss harvesting, Roth conversions, and charitable gifting, as well as Social Security optimization and guidance for clients experiencing sudden wealth events. The firm offers free initial consultations and collaborates with clients' other professional advisors.

Mt Laurel Township, New Jersey

Leonard Financial Solutions is an investment advisory firm in Mt Laurel Township, New Jersey. Services include Financial Planning and Insurance Analysis. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 63 Google reviews.

Mt Laurel Township, New Jersey

Primavera Financial Services is a financial advisory firm based in Mt Laurel Township, New Jersey, offering financial planning, investment management, and insurance analysis to individuals, families, and business owners. The firm provides a range of services including needs analysis, policy review, and asset allocation guidance, with specific solutions spanning retirement accounts, life and disability insurance, annuities, 529 plans, and estate planning strategies. The practice emphasizes working collaboratively with clients to develop customized approaches addressing retirement, college funding, business continuation, and wealth management objectives.

Mullica Hill, New Jersey

Eagle Wealth Strategies is a financial advisory firm in Mullica Hill, New Jersey, serving clients throughout South Jersey and beyond. The firm offers financial planning, investment management, and tax planning services, with in-house CPA expertise through its affiliated entity Aerie Tax & Advisory. Its service areas include retirement planning, cash flow analysis, education funding, insurance evaluation, estate planning, portfolio management, and tax-efficient strategy coordination. The firm works with successful individuals and families on financial transitions and ongoing wealth management.

New Providence, New Jersey

Scott E. Howell is a CFP® and Managing Director at Gladstone Wealth Partners, an LPL Financial-affiliated firm based in New Jersey. He serves families, retirees, executives, and small business owners with financial planning spanning retirement, asset protection, college planning, and estate planning, supported by a three-step approach focused on planning, strategy implementation, and ongoing monitoring. The firm offers wealth management, investment portfolio services, insurance planning, and access to third-party estate planning resources.

New Providence, New Jersey

Fee-Only

Modera Wealth Management is an independently owned, fee-only fiduciary firm serving clients in the greater Union County area of New Jersey and surrounding regions. The firm offers estate planning, financial planning, insurance analysis, investment management, retirement planning, and tax planning services. Operating from New Providence, Modera provides personalized wealth management guidance with a focus on disciplined investing and comprehensive financial planning for clients managing significant wealth or navigating complex financial situations.

North Cape May, New Jersey

Oxley Capital Management is a registered fiduciary financial advisor in North Cape May, New Jersey, offering financial planning and investment management services. Founded over thirty years ago, the firm emphasizes coordinated tax planning, estate and legacy planning strategies, and a team-based approach to portfolio management that incorporates both fundamental and technical analysis. The firm serves affluent clients and those approaching retirement, with a stated focus on principal protection and strategies designed to generate retirement income.

Northfield, New Jersey

Cornerstone Private Wealth is an independent financial advisory firm in Northfield, New Jersey, serving individuals, families, retirees, and business owners. The firm provides financial planning, investment management, retirement planning, estate planning, tax planning, and corporate retirement plan services through a four-step process: discovery, planning, implementation, and ongoing review. Led by partners Brett Hina, Timothy Seeger, Dan Lesneski, and Gregory Gottlieb, the team brings combined decades of experience in financial services. CPW partners with institutional platforms including Goldman Sachs, Schwab, and Fidelity to deliver investment and advisory services.

Northfield, New Jersey

Wealth Enhancement Group is an investment advisory firm in Northfield, New Jersey. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Oakland, New Jersey

Wealth Enhancement Group is an investment advisory firm in Oakland, New Jersey. Services include Financial Planning and Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Ocean View, New Jersey

Independent RIA

Oxford Retirement Advisors is an independent registered investment adviser firm in Ocean View, New Jersey, offering financial planning, investment management, retirement planning, estate planning, and insurance analysis. The firm's stated philosophy emphasizes risk management and operates on a fiduciary basis with no proprietary products. Led by Clint D. Gharib (AIF®, CFEd®), the firm serves individuals and business owners seeking custom retirement and wealth management strategies delivered through a collaborative advisory approach.

Oradell, New Jersey

Anthony J. Orlando, Inc is an investment advisory firm in Oradell, New Jersey. The firm specializes in Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Paramus, New Jersey

Greenspring Advisors is a fee-only, independent fiduciary firm founded in 2004 that serves private investors, retirement plan fiduciaries, foundations, and endowments from offices in Maryland, New Jersey, New York, and Pennsylvania. The firm offers investment advisory services and comprehensive wealth management with financial planning, operating on an employee-owned structure with no external ownership or product sales obligations. Greenspring emphasizes fiduciary responsibility and client education across its advisory services, maintaining a low advisor-to-client ratio to support ongoing client relationships.

Paramus, New Jersey

Raymond James & Associates is an investment advisory firm in Paramus, New Jersey. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Paramus, New Jersey

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Paramus, New Jersey. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

Parsippany, New Jersey

Wealth Enhancement Group is an investment advisory firm in Parsippany, New Jersey. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Parsippany, New Jersey

OnePoint BFG Wealth Partners is an investment advisory firm in Parsippany, New Jersey. Services include Financial Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4-star rating from 16 Google reviews.

Pennsauken, New Jersey

Accurate Advisory Group is a Pennsylvania-based wealth management firm serving high-net-worth families with integrated advisory services including investment management, estate planning, and tax planning. The firm offers unbilled access to estate and tax planning teams for clients and provides connections to alternative investments such as real estate and private credit through partnership arrangements. Leadership includes partners Robert Leone (Chief Trust Officer), Paul O'Grady (Executive Wealth Advisor), and Gus Gotsis (CEO), along with CFO Duane Mercer.

Red Bank, New Jersey

Liberty Wealth Solutions is an independent financial planning firm in Red Bank, New Jersey, founded by Steve Battel, Rob Yevchak, and Nancy Hurst. Operating as a fiduciary, the firm develops comprehensive financial plans centered on client objectives and offers access to products and services across the market. The practice emphasizes client education, relationship-based advisory, and fiduciary responsibility in structuring recommendations.

Red Bank, New Jersey

Fee-Only Bank-Affiliated

Zynergy Retirement Planning is a fee-only fiduciary firm based in Red Bank, New Jersey, that specializes in retirement and estate planning. The firm addresses retirement comprehensively, including investments, cash flow management, Social Security, Medicare, taxes, and estate matters through its proprietary Retirement Enrichment Program. As a bank-affiliated advisor, Zynergy sources all revenue directly from clients rather than product commissions, and donates 2% of annual revenue to its charitable foundation supporting local organizations.

Red Bank, New Jersey

Bank-Affiliated

The Lynch Financial Group is a bank-affiliated financial advisory firm based in Red Bank, New Jersey, offering financial planning, investment management, and insurance analysis services with a focus on insurance planning. Operating with a fiduciary responsibility to clients, the firm addresses retirement planning across life stages, including strategies related to tax optimization, asset protection, and legacy planning. The firm serves individuals, families, and businesses throughout New Jersey and has received a 5-star rating on Google reviews.

Red Bank, New Jersey

Golden Wealth Capital is an investment advisory firm in Red Bank, New Jersey. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open daily.

Ridgewood, New Jersey

Resonate Wealth Partners, based in Ridgewood, New Jersey, is a fiduciary firm founded by Alex Guiliano, CFA, offering financial planning, investment management, and comprehensive wealth management services to individuals, families, and business owners. The firm employs a goal-driven approach that emphasizes simplicity, actionable planning, and long-term guidance, and operates in partnership with LPL Strategic Wealth Services.

Roseland, New Jersey

Beacon Pointe Advisors is an investment advisory firm in Roseland, New Jersey. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 39 Google reviews.

Saddle River, New Jersey

Saddle River Financial Group is an investment advisory firm in Saddle River, New Jersey. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Sewell, New Jersey

Maxwell Forsman Investment Services, located in Sewell, New Jersey, provides insurance analysis, investment management, and tax planning services. The firm is led by David Maxwell, who holds the Certified Employee Benefits Specialist and Accredited Asset Management Specialist designations, and Danielle Forsman, a CERTIFIED FINANCIAL PLANNER™ professional.

Short Hills, New Jersey

United Success is an investment advisory firm in Short Hills, New Jersey. Services include Financial Planning, Retirement Planning, and Tax Planning. The firm specializes in Investment Management, Tax Strategy, and Wealth Management. Its advisors hold CFP credentials. The office has a wheelchair-accessible entrance. The office is open six days a week, including Saturdays. It holds a 5-star rating from 27 Google reviews.

Sparta, New Jersey

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Sparta, New Jersey. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week.

Summit, New Jersey

Beacon Hill Private Wealth is a fee-only fiduciary registered investment advisor in Summit, New Jersey founded by CFP® Tom Geoghegan. The firm provides integrated wealth management encompassing financial planning, investment management, tax planning, risk management, and estate planning coordination for individuals and families with complex financial circumstances. Operating without commissions or product incentives, the firm follows an evidence-based planning approach and conducts periodic reviews as client situations evolve.

Summit, New Jersey

Wealth Enhancement Group is an investment advisory firm in Summit, New Jersey. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 8 Google reviews.

Summit, New Jersey

Bank-Affiliated

Peapack Private is a bank-affiliated wealth management firm in Summit, New Jersey, offering integrated financial planning, investment management, and estate planning services. The firm serves high-net-worth individuals, executives, founders, and multigenerational families, providing capabilities including tax planning, retirement strategy, trust and estate administration, executive compensation analysis, and coordination of multiple custodial accounts. Their planning process begins with an assessment of the client's overall financial situation and addresses cash flow, investments, risk management, charitable giving, and wealth transition across generations.

Summit, New Jersey

Grand Life Financial Advisors & Wealth Management is a fee-only fiduciary firm based in Summit, New Jersey that provides financial planning and investment management services. The firm does not accept commissions or product-based compensation and is structured to serve high-net-worth individuals and high-income earners seeking tax-efficient financial guidance. As a fee-only advisor, the firm receives compensation solely from clients rather than through product sales.

Summit, New Jersey

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Summit, New Jersey. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Toms River, New Jersey

Lease Investment Advisors is a fee-only fiduciary investment management and financial planning firm based in Toms River, New Jersey, serving individuals, families, and small business owners. The firm offers investment portfolio management, retirement and Social Security planning, education funding strategies, insurance analysis, estate planning coordination, and self-employed retirement plans. Led by Cameron, the firm operates on a transparent fee structure with no commissions and provides ongoing portfolio reviews and financial guidance.

Toms River, New Jersey

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Toms River, New Jersey. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3-star rating from 4 Google reviews.

Turnersville, New Jersey

Bruce Downing - Agent/Financial Services Professional is an investment advisory firm in Turnersville, New Jersey. Services include Financial Planning, Insurance Analysis, and Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.8-star rating from 4 Google reviews.

Union, New Jersey

Beacon Wealth, based in Union, New Jersey, provides financial planning and investment management services to clients seeking to build, protect, or preserve assets. The firm emphasizes a client-centered approach, conducting initial consultations to understand goals and risk tolerance, then developing and adjusting plans as circumstances change. The team operates collaboratively to address diverse client needs and prioritizes accessibility and responsiveness in ongoing client relationships.

Union City, New Jersey

Bizsolution is a Hudson County, New Jersey firm offering financial planning, tax planning and preparation, investment advisory, retirement planning, and bookkeeping services. The firm combines bookkeeping and financial planning under a single professional to provide integrated financial management. Services include analysis of annuities, life insurance assessment, cash flow management, and personalized financial planning. The firm operates from Union City and serves clients across multiple counties as well as nationwide via online notarization.

Vineland, New Jersey

Fitzgerald Financial Group is a financial advisory firm based in Vineland, New Jersey that provides financial planning, investment management, and insurance analysis services. The firm works with clients to develop customized financial plans addressing retirement, education funding, and asset protection. Principal John Fitzgerald and his team serve clients across the Delaware and New Jersey area, with the firm recognized in 2024 by InvestmentNews as a Top Advisors honoree and included in the Financial Times Financial Advisor IQ Leadership Council.

Wall Township, New Jersey

Independent RIA

Independent Wealth Management is a registered investment advisor based in Wall Township, New Jersey, providing financial planning and investment management services to individuals, families, corporate executives, and entrepreneurs. The firm employs a holistic planning approach that considers clients' time horizons, financial objectives, risk preferences, and tax situations to develop personalized financial strategies. Services include personal financial planning and wealth management designed to help clients achieve clarity around major financial decisions and life goals.

Warren, New Jersey

Wealth Enhancement Group is an investment advisory firm in Warren, New Jersey. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 7 Google reviews.

Wayne, New Jersey

Highland Financial Advisors, LLC is an investment advisory firm in Wayne, New Jersey. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 31 Google reviews.

West Berlin, New Jersey

Price Financial Management is a financial planning firm based in West Berlin, New Jersey, led by founding partner Alec Price, who holds credentials including C(k)P®, CPFA®, and CRC® designations and brings over 33 years of experience in wealth management. The firm develops customized financial plans tailored to individual clients' objectives and risk tolerance, using no proprietary investments and emphasizing a client-centered approach that addresses planning, execution, and ongoing support. The firm's stated methodology involves understanding each client's distinct circumstances, goals, and challenges through a proactive advisory process designed to serve professionals, business owners, and their families.

West Deptford, New Jersey

Haydenrock Financial is a West Deptford, New Jersey–based firm offering financial planning, investment management, retirement services, tax assistance, business solutions, and succession planning, with particular focus on small business owners. Led by CEO Mark McGaurn, a Registered Investment Advisor Representative licensed across multiple states, the firm operates under a fiduciary standard and emphasizes risk reduction, insurance protection (life, disability, long-term care), and customized portfolio management. The team includes executive support staff with extensive financial services experience and a stated commitment to transparency, loyalty, and informed decision-making.

West Orange, New Jersey

Couto DeFranco is an investment advisory firm in West Orange, New Jersey. Services include Financial Planning, Investment Management, and Tax Planning. Service options include onsite meetings. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.7-star rating from 12 Google reviews.

Westfield, New Jersey

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Westfield, New Jersey. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3-star rating from 2 Google reviews.

Westwood, New Jersey

Fee-Only

Modera Wealth Management is a fee-only fiduciary firm based in Westwood, New Jersey, serving clients across Bergen County and surrounding areas. The firm offers estate planning, financial planning, insurance analysis, investment management, retirement planning, and tax planning services. As an independently owned wealth manager, Modera emphasizes personalized guidance and disciplined investment oversight for clients managing complex financial situations.

Williamstown, New Jersey

Shore Wealth Management LLC is an independent financial services firm based in Williamstown, New Jersey, with over 25 years of industry experience. The firm offers investment management, financial planning, retirement planning, insurance products, and wealth management services to individuals, businesses, and nonprofit organizations. Operating as an independent firm, it sources solutions from multiple major fund families and insurance providers including Vanguard, Fidelity, and T. Rowe Price. Shore Wealth Management serves clients nationwide and is available for remote consultations.