NJ · New Providence

Fiduciary advisors in New Providence, NJ

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

2 listed Low coverage · not indexed

2 results in New Providence

LPL Financial - Scott E. Howell, CFP® via Gladstone Wealth Partners (Private Wealth Advisor/Managing Director)

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.

View details

Modera Wealth Management

Fiduciary

New Providence, New Jersey

Fee-Only

Estate Planning Insurance Planning Investment Management +3

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.

View details

Financial advisors in New Providence, New Jersey

Advisors serving New Providence 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.

Back to all New Jersey advisors