NJ · Mt Arlington

Fiduciary advisors in Mt Arlington, NJ

1 advisor with offices in Mt Arlington. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Mt Arlington

Roxbury Financial, LLC - Jonathan LeVar, CERTIFIED FINANCIAL PLANNER

★5.0(1)

Mt Arlington, New Jersey

CFP

Retirement Planning Investment Management

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.

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Financial advisors in Mt Arlington, New Jersey

Advisors serving Mt Arlington 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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