NJ · Fairfield

Fiduciary advisors in Fairfield, NJ

2 advisors with offices in Fairfield. Credentials, fee structures, and minimums are disclosed on each listing.

2 listed Low coverage · not indexed

2 results in Fairfield

People Wealth Matters, LLC

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.

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Podell Financial Group

★4.4(7)

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.

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Financial advisors in Fairfield, New Jersey

Advisors serving Fairfield specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (New Jersey's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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