NJ · Hoboken

Fiduciary advisors in Hoboken, NJ

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

2 listed Low coverage · not indexed

2 results in Hoboken

Align Financial Solutions LLC

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.

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Breakaway Wealth Management

★5.0(32)

Hoboken, New Jersey

Investment Management Wealth Management

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.

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Financial advisors in Hoboken, New Jersey

Advisors serving Hoboken 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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