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Find Best Financial Advisors in New Jersey

Advisor Match

A densely populated state like New Jersey has different types of experienced & certified financial advisors such as fiduciary financial advisors and fee only financial planners making it challenging for you to choose the one that may perfectly meet your financial situation and needs. WiserAdvisor has pre-qualified and selected some of the top qualified financial advisors, independent certified financial planners, financial advisory firms & associations in New Jersey and has listed them below with their details such as qualifications, service offerings, and other important information that you could use while searching for financial advisors to best suit your financial and investment goals. Please note that the list of financial advisors mentioned below does not include all vetted advisors as some have not been listed as per their request. They may be available when you use our free match tool to compare up-to 3 financial advisors if they match your specific requirements and preferences.

Qualifications of Top Financial Advisors & Certified Financial Planners in New Jersey

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

List of Qualified Financial Advisors in New Jersey
Financial Advisor Office Location Phone Number
Peter Gellman
Palmerston Group Advisors, LLC
320 Raritan Avenue, Suite 302,
Highland Park, NJ  08904
732-248-5777
Paul C. Koenig Jr.
Integrated Financial Partners
1300 Route 73 Suite 314,
Mount Laurel, NJ  08054
856-291-0142
Matthew Siegel
Millstone River Wealth Management
Manasquan Office 2317 Highway 34, Suite 1B Manasquan, NJ 08736,
Marlton, NJ  08053
856-446-4700
Jon Betlow
Bleakley Financial Group
100 Passaic Ave,
Fairfield, NJ  07004
973-244-4238
Joe Maas
Synergy Financial Management, LLC
1 Blacksmith Rd,
Whitehouse Station, NJ  08889
917-951-2337
Kevin Shea
Edelman Financial Engines, LLC
51 JFK Parkway,
Short Hills, NJ  07078
862-206-7431
David Marks
Edelman Financial Engines, LLC
328 Newman Springs Road,
Red Bank, NJ  07701
732-945-4533
Daniel R. Martin, CFP®
D.R. Martin and Associates
1 University Plaza Drive,
Hackensack, NJ  07601
201-479-0759
Chris Werner
Edelman Financial Engines, LLC
457 Haddonfield Road,
Cherry Hill, NJ  08002
856-452-6072
Frank Lepore
Bleakley Financial Group
100 Passaic Avenue,
Fairfield, NJ  07004
973-244-4237
Eric Mancini, CFA, CFP, CAIA
Traphagen Financial Group
234 Kinderkamack Rd,
Oradell, NJ  07649
201-262-1040
CARZ 'CAZ' CRAFFEY
Black River Wealth Management Ltd.
15 Cattano Avenue,
Morristown, NJ  07960
212-203-1778
Edward Goldstein
Financial Life Planning LLC
10000 Lincoln Dr East Suite 201,
Marlton, NJ  08053
856-988-5480
Luddy DePasquale & David Fazendeiro
Clear Focus Financial
250 Washington Street Suite C1C
Toms River, NJ 08753,
Mountainside, NJ  07092
732-286-1919
Rick Mueller
Edelman Financial Engines, LLC
650 From Road,
Paramus, NJ  07652
201-575-4878
Alex Simon
Warren Wealth Associates
28 Mountain Blvd,
Warren, NJ  07059
908-705-2229
Daniel Chen
DC Strategies, Integrated Wealth Mgt.
12 Christopher Way,
Eatontown, NJ  07724
732-982-2170

Information on Qualified Financial Advisors in New Jersey

Qualifications CRD# 4716523
Series 66

Compensation/Fee Fee-Based, Based on Assets, Flat Fee


Office Location 320 Raritan Avenue, Suite 302,
Highland Park,
NJ 
08904
Phone Number 732-248-5777

About Palmerston Group Advisors, LLC

Palmerston Group Advisors, a firm best known for its Margin of Safety discipline, built its strategy only after carefully studying the best in the business. Consider: 1. Few fund managers have genuinely market-beating records of ten or more years. 2. Most of this elite group uses a version of Margin of Safety, the skill of buying assets when "on sale" at a deep discount to their true value. Most excel in bear markets. 3. Few advisors strategically focus on these top managers or their investment ideas when creating client portfolios. Nor do many independent firms focus on these managers when offering allocation advice. In contrast, Palmerston sees these top managers as a huge asset for our clients. We start with what works best, and thus use Margin of Safety for all clients. For client portfolios, we use the ideas and often the (no-load) funds of managers with proven, profitable records.



Qualifications CRD# 5253413
FirmCRD# 5253413
Series 7, 66

Compensation/Fee Fee-Based


Office Location 1300 Route 73 Suite 314,
Mount Laurel,
NJ 
08054
Phone Number 856-291-0142

Paul Koenig is a Financial Planner with Integrated Financial Partners, Inc.(IFP). Along with his team of advisors, he takes an independent, comprehensive and objective approach to financial planning to help ensure that your goals, objectives and risk tolerance are properly considered and managed. This process includes an evaluation of retirement, risk management, investments, education funding, asset protection strategies, and legacy planning. It is through this process that he can help identify what is most important to his clients so that financial tools and resources can be properly aligned with their goals, despite personal lifestyle changes and external economic factors. Paul helps clients build wealth and position their investments properly through the use of tax-advantaged products and strategies. Paul has committed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when taking care of clients. Paul can provide advice and direction so you can make the most informed decisions. Paul and his team are able to provide strategies that can help you: Build your nest egg, Enjoy a comfortable retirement, Protect your family from financial emergencies, Leave a legacy to your heirs or your favorite charities, Fund your children's or your grandchildren's education. He was listed in New Jersey Monthly and Philadelphia Magazine as a Five Star Wealth Manager. Paul is involved in his community including the American Red Cross, Habitat for Humanity and other worthwhile charities. An avid outdoors-man, Paul believes in physical as well as fiscal fitness.

About Integrated Financial Partners

Financial Planning is not a do-it-yourself project. In today's complex world it takes diligence, research, careful consideration and the help of an experienced professional to help you achieve the retirement you deserve and have worked so hard to attain. As a CERTIFIED FINANCIAL PLANNER professional, I can be objective about your financial situation and this is vital in order to help you gain perspective and confidence in your financial future. A completely confidential Financial Second Opinion is the logical first step on your road to retirement. The number one financial worry is not having enough money to retire. Do you know how much you need? Did you allocate it properly and prudently? Do you know what assets to spend first? This is where I can help. Along with clarity, I can provide prudent strategies and solutions to help you meet your needs and lifestyle goals. I'll provide a customized plan developed through a comprehensive process and I will work with you to see that it is implemented properly. You'll be in a position to make informed decisions for your future. Recognized as one of the largest and most successful independent financial services organizations in the country; Integrated Financial Partners (IFP) specializes in coordinating with all of our clients other advisors to ensure collaboration in all aspects of their financial lives.



Qualifications CRD# 5690878
FirmCRD# 8032
Series 7, 24, 66

Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee, Hourly


Office Location Manasquan Office 2317 Highway 34, Suite 1B Manasquan, NJ 08736,
Marlton Office 751 Route 73 North, Suite 4,
Marlton,
NJ 
08053
Phone Number 856-446-4700

Matt is the managing principal of Millstone River Wealth Management with offices in Manasquan & Marlton, NJ. Setting financial goals and making the right decisions can seem overwhelming. The good news is, you don't have to make those decisions on your own. Think of us as your advocate. As an independent firm, we can create your financial plan based on your goals and priorities to guide your decision-making process. Then we'll continue to communicate with you on a regular basis to make sure your plan is always aligned with your goals. With the right plan, you can spend more time with children and grandchildren, explore new places, support worthy causes, and experience everything life has to offer. Let us help you build financial security and enjoy a life filled with happiness. Matt began his financial services career in 1993 after having graduated from Rutgers University. Matt holds FINRA Series 7, 24, and 66 securities registrations and life and health insurance licenses in several states. Active with March of Dimes, Matt has advocated for the mission and raised funds in many capacities including chairman of the NJ Board of Directors. He works as a volunteer crisis counselor helping people when they need it most. His community and civic roles include long-term service on boards of directors for multiple non-profit organizations. Matt is an amateur photographer and an avid reader. Matt was raised in Hoboken and currently resides in Millstone with his wife and daughter. Contact: 856-446-4700 Contact us to meet our team and take the first step towards replacing uncertainty and worry with security and stability.

About Millstone River Wealth Management

"I should be worried, but I'm not." Our goal is to hear this from our clients on a regular basis, and it's the best compliment we could ever receive. We'll always be here for you as you move through different phases of life and deal with personal and professional challenges. Instead of feeling uneasy when faced with adversity, you'll have confidence that we're managing your money according to a customized plan we've developed together. This is because we recognize that your unique goals and challenges require equally unique solutions. People come to us because they're not prepared for every twist and turn that life can send their way. That's okay. Our mission is to develop a long-term relationship driven by integrity and mutual trust, working with you to create a strategy that provides you with financial security and stability. We then monitor your accounts and check in with you at your desired frequency to discuss any life changes and update your plan if necessary. As an independent firm, we only answer to our clients. The wealth management plan we develop will be based on your goals, whether you'd like to travel the world, purchase a second home, or use your business to fund your retirement. We'll also collaborate with other advisers, such as attorneys, accountants, bankers, and insurance agents, to ensure everyone is on the same page and working towards the same goals. You likely have questions. Let's talk.



Qualifications CRD# 2490394
FirmCRD# 155216
Series 6, 7, 63


Office Location 100 Passaic Ave,
Suite 300,
Fairfield,
NJ 
07004
Phone Number 973-244-4238

Jon P. Betlow, Partner, CFP®, CLU®, ChFC®, CLTC®, states, "I am fortunate to be surrounded by a fantastic team here at Bleakley. Together, we are able to deliver a comprehensive, professional financial planning experience for our loyal clients." Jon, who has 25+ years of experience, holds CERTIFIED FINANCIAL PLANNER" (CFP®), Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®) and Certified Long-Term Care (CLTC®) designations. He also holds his Series 6, Series 7 and Series 63 licenses through LPL Financial. He received a Bachelor of Business Administration from the Ross School of Business @ The University of Michigan. Jon enjoys playing golf and traveling with his wife and their two sons. He supports New Jersey SEEDS and is actively involved in supporting junior golf through the MGA Foundation as well as The First Tee organization.

About Bleakley Financial Group

WE LOOK FOR WAYS TO LEAVE LASTING IMPRESSIONS. We look for ways to make a positive impact on the lives of our family, friends, clients and our community. We seek to provide exceptional service to our clients by: Listening and discovering their needs, concerns, goals & dreams Educating them on their options and providing advice in their best interest Respecting their assets and risk tolerance Providing thoughtful insight and solutions to their challenges Monitoring their progress Proactively communicating regularly with them Helping our clients bring their personal and financial goals into focus is our mission. Helping them create and execute a plan to achieve those goals is our reward.



Qualifications CRD# 2170891
FirmCRD# 117201
Series 65

Compensation/Fee Fee-Based, Based on Assets, Flat Fee, Hourly


Office Location 1 Blacksmith Rd,
Whitehouse Station,
NJ 
08889
Phone Number 917-951-2337

Joe Maas, CFA, CFP®, CLU®, ChFC, MSFS, CCIM", CVA, ABAR, CM&AA CEO, Chief Investment Officer Joe Maas is the Chief Investment Officer and lead portfolio manager for Synergy Financial Management LLC (SFM). A highly trained financial analyst, Joe is responsible for analyzing current and potential investments for the firm through deep fundamental analysis, researching industry trends, speaking to industry experts and through a thorough understanding and application of quantitative methods and technical analysis. Mr. Maas is very unique because he is certified in so many areas of expertise. He has earned certificates from nine prestigious organizations, and, with over two decades of financial industry experience, his unique core specialty is providing comprehensive investment management services for individual investors, business owners, and financial advisors. Mr. Maas holds a variety of world-renowned professional designations; he is a CFA (Chartered Financial Analyst) Charterholder, which is the worlds most respected investment professionals achievement. In addition to the CFA, Mr. Maas is a certified valuation analyst (CVA) and is accredited in business appraisal review (ABAR). Mr. Maas professional capability also includes being a certified merger and acquisition advisor (CM&AA) trained and experienced in buying and selling middle-market companies with revenues from $5 million to $500 million. Mr. Maas earned his reputation as a Certified Financial Planner" (CFP®), having fulfilled the requirements of the Certified Financial Planner Board of Standards, and is also a chartered financial consultant (ChFC) qualified to provide comprehensive advanced financial planning. Adding to Mr. Maas many skills are his specialties in life insurance and estate planning as a chartered life underwriter (CLU®) and being a certified commercial investment member (CCIM") with expertise in commercial and investment real estate. In 2000, Mr. Maas earned his Master of Science in Financial Services (MSFS) from The American College. Mr. Maas earned his reputation as a Certified Financial Planner" (CFP®), having fulfilled the requirements of the Certified Financial Planner Board of Standards, and is also a chartered financial consultant (ChFC) qualified to provide comprehensive advanced financial planning. Adding to Mr. Maas many skills are his specialties in life insurance and estate planning as a chartered life underwriter (CLU®) and being a certified commercial investment member (CCIM") with expertise in commercial and investment real estate. In 2000, Mr. Maas earned his Master of Science in Financial Services (MSFS) from The American College.

About Synergy Financial Management, LLC

Synergy Financial Management, LLC (SFM) is a financial planning and Registered Investment Advisory firm headquartered in Bellevue, WA. The firm specializes in providing fee-based comprehensive financial planning services and investment advice to individuals and businesses. Since Synergy Financial Management, LLC is a fee-based advisor; potential conflicts of interest regarding compensation are removed.



Qualifications CRD# 5692654
FirmCRD# 104510
Series 66


Office Location 51 JFK Parkway,
Short Hills,
NJ 
07078
Phone Number 862-206-7431

I have more than 10 years of relevant industry experience advising individuals and families on a full array of wealth strategies and financial planning solutions. My personalized approach integrates the unique aspects of my clients' lives and values into a comprehensive wealth management plan.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high- touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 1968928
FirmCRD# 104510
Series 66


Office Location 328 Newman Springs Road,
Red Bank,
NJ 
07701
Phone Number 732-945-4533

I got started in the financial services industry in 1989. Im passionate about helping my clients reach their goals for the future and enjoy successful financial lives. Outside of work, you can find me playing golf, knee-deep in a home improvement project or proudly cheering on my two children at their sporting events.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high- touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 4594651
FirmCRD# 39543
Series 7, 66

Compensation/Fee Fee-Based, Based on Assets


Office Location 1 University Plaza Drive,
Suite 412,
Hackensack,
NJ 
07601
Phone Number 201-479-0759

I began my career with Morgan Stanley in 2002. In 2013 I left Wall Street and in 2016 I started this company to better serve my clients as a fiduciary. I am a proud CERTIFIED FINANCIAL PLANNER" which is considered to be the highest standard of ethics and competency. I am also an Accredited Investment Fiduciary®. I am a lifelong investor and have been a member of Mensa International since 1988.

About D.R. Martin and Associates

This firm was started to give people a practical way to know exactly what had to be done at key points over time to succeed financially. Our flexible approach ensures there is nothing standing between you and a clear plan of action well executed over time. We give you the versatility to choose how we work together and stay in control of your total financial picture with access to fiduciary advice. We created a way for you to easily understand more about your situation and stay on track to success for the long term. We simplify the abstract concepts of planning into simple concrete steps that summarize how acting now will improve financial outcomes tomorrow. With us, you can access top tier planning and experienced fiduciary guidance without pressure to move your accounts or say "yes".



Qualifications CRD# 5214605
FirmCRD# 104510
Series 66


Office Location 457 Haddonfield Road,
Suite 310,
Cherry Hill,
NJ 
08002
Phone Number 856-452-6072

Im passionate about working with individuals to develop detailed strategies to help them reach their financial goals. In my spare time, I enjoy spending time with my family and staying active by playing hockey and volleyball. I also like to build things, which can be anything from woodworking to 3D printing.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 4695659
Series 6, 7, 65, 66

Compensation/Fee Fee Only, Flat Fee


Office Location 100 Passaic Avenue,
Suite 300,
Fairfield,
NJ 
07004
Phone Number 973-244-4237

Frank Lepore's mission is to provide financial security strategies by taking a holistic approach to the planning process while providing his clients with top notch service and technology. Understanding client goals is a vital part of Frank's process in order to put together an intelligent, thoughtful plan. What sets Frank apart even more is his large team who help provide the level of service that clients deserve. Frank attended Montclair State University and received a Bachelor of Science in Business, with a concentration in Finance. Frank holds a series 7, 66, through LPL Financial, and is also certified in Long-Term Care.

About Bleakley Financial Group

Bleakley Financial Group offers individuals, families and business owners independent financial planning and wealth management advice in a small team environment. Our advisory model is based on a disciplined financial planning process that addresses the full complexity of your financial situation. Specialized Teams and Individual Attention We built our advisory team from the ground up to provide you with an independent option for your financial planning and wealth management needs. The strength and size of our infrastructure gives us the bandwidth to solve sophisticated financial situations while keeping our advisor to client ratio low. Comprehensive Financial Planning and Wealth Management We want to help protect what is important to you, improve your life and secure your family's future. Our method as your financial partner is to provide a truly comprehensive solution, working in close collaboration with your legal and accounting advisors to make recommendations within the infrastructure of a financial plan. Culture of Client Service Excellence Our firm's culture is rooted in service. Every member of our experienced team is committed to providing you with an unmatched client experience. Dedicated, accessible and responsive to your needs, we work together to bring you the strategies, products and guidance we believe serve your best interest.



Qualifications CRD# 5231486
FirmCRD# 107764
Series 65


Office Location 234 Kinderkamack Rd,
Oradell,
NJ 
07649
Phone Number 201-262-1040

Eric Mancini is a CFA Charterholder, a Certified Financial Planner (CFP®), a Chartered Alternative Investment Analyst (CAIA®), and the director of investment research at Traphagen. Eric graduated Penn State University with a BS in Economics. He specializes in portfolio management and personal financial planning while also working with clients on insurance and tax planning. Eric has obtained the Certified Financial Planner CFP® designation, the NASD Series 65 license, the NJ Life and Health Insurance license, the CAIA® (Chartered Alternative Investment Analyst) designation. Prior to joining TFG, Eric worked as a wealth advisor for high net worth individuals at Brinton Eaton Advisors (now Mariner). Previously, Eric was a financial advisor and investment analyst at BLS Advisors, LLC, where he worked on elder care estate and investment planning. He is also a NAPFA (National Association of Personal Financial Advisors) registered advisor. Eric is currently teaching a series of investment and retirement planning courses at Bergen County Community College. Eric is a staff writer for Benzinga, where he regularly writes articles on portfolio management, economic analysis, and stocks. His work has appeared on other financial websites such as Yahoo! Finance, Fox Business News, among others. He has recently been interviewed by the Wall street Journal and US News & World Report. Over the past 3 years, Eric has been a regular guest host on the 'Your Money' radio show which airs on SiriusXM.

About Traphagen Financial Group

Our Mission To achieve financial success by building wealth, limiting risk & attaining financial security for our clients & their families through a life cycle of services. Overview Traphagen Financial Group is a comprehensive financial services firm comprised of accounting and wealth management departments located in , Oradell, NJ. Our Accounting department specializes in taxation, financial reporting & advisory services, including financing and M&A. Our wealth management department manages client investment assets and provides comprehensive estate, tax, and financial planning services. The Traphagen experience is based on a tradition of trust and integrity. We are uniquely positioned to be your trusted financial advisor. TFG professionals combine the value of their individual credentials to achieve a comprehensive view of both your business and personal goals and objectives. We are continuously commended for our excellent client service and depth of service provided. We know you are our most valuable asset and we always put your needs first. Traphagen Financial Group is personally dedicated to the success of our clients and their business. We are compassionate and we treat our clients like family. While many of our clients are located in Northern New Jersey and the Metropolitan area, we service clients throughout the United States.



Qualifications CRD# 5222223
FirmCRD# 104065
Series 7, 63

Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee, Hourly


Office Location 15 Cattano Avenue,
Morristown,
NJ 
07960
Phone Number 212-203-1778

Empathy. Integrity. Honor. Duty. Professionalism. Trust. Mr. Carz (Caz) Levinski Craffey adheres to these values and ideals and much more as he continues to serve in the United States Army, United States Civil and Psychological Operations Command, Special Operations Command as a military officer. Mr. Craffey has been in the financial industry for twenty years helping individuals of all income levels, ranging from sub 100k wage-earners to Ultra High Net-Worth clientele. The value of ensuring every consult, planning, and deal done, is done with utmost LDRSHIP. LDRSHIP is the Army acronym for the seven basic and core values Loyalty, Duty, Respect, Selfless Service, Honor, Integrity, and Personal Courage. LDRSHIP is what Mr. Craffey continues and strives to do with every client, large or small, ensuring unparalleled client satisfaction, due care, due diligence, empathy, Mr. Craffy is a proud husband, father, son, brother, uncle, cousin, and Soldier. Caz is licensed as an insurance consultant with his resident license, being in New Jersey. Caz also holds numerous certifications and excelling in his empathy when dealing with all clients. He understands the PERSON just as much as he understands their PORTFOLIO. That's what makes his approach and his success incomparable to his peers. Caz has an MBA from Rutgers Business School, Bachelors in Finance from St. John's University (Queen's campus), certifications in ChFM ® (Chartered Financial Manager), CWM® (Certified Wealth Manager), AMC ® (Accredited Management Consultant), CTEP® (Certified Trust and Estate Planner), CGRC" (Certified Governance & Risk Consultant), and AFA® (Accredited Financial Analyst). Lastly, as part of making his clients' lives as easy as possible, Caz is also a Commissioned Notary Public of the State of New Jersey, ID# 50144570.

About Black River Wealth Management Ltd.

OUR VISION We aspire to earn the trust of all of our clients and to be a company that provides them with a steady flow of knowledge, advice, and services. By earning trust, we build growth. Our vision gives context and meaning to our work. It gives us direction. It is the collective spirit we build as a team. By earning trust, we develop the human connectivity and mutual confidence that generates strong, long-term relationships. We are creating a unique way of working at Black River. Our winning attitude drives our Leadership Behaviors. Our Leadership Behaviors and Operating Principles help us shape our culture. Each one of us has a direct impact on the good things we do for our clients. We strive to build long-term, high-performance relationships. OUR MISSION Everything we do is guided by a set of principles and rules that define our character and culture; putting our clients' interests first has been at our forefront since our inception. Above all, we have made it our highest priority to serve the needs of our investors with guiding principles of Accountability, Integrity, Teamwork, and accepting nothing less than Excellence. This commitment is reflected through our professionalism and our passion for excellence. Our values lead us to operate with prudence, financial discipline, long-term perspective, and valuing trust as something we must earn every day.



Qualifications CRD# 4388962
FirmCRD# 147011

Compensation/Fee Fee-Based, Based on Assets, Flat Fee, Hourly


Office Location 10000 Lincoln Dr East Suite 201,
Marlton,
NJ 
08053
Phone Number 856-988-5480

Ed has more than 30 years of experience in financial services. For the past nineteen years, he has been providing clients with customized "hands-on" financial solutions and the ongoing support needed to achieve the highest probability of success in achieving their financial goals and objectives. Ed's previous experience includes serving as Manager of Finance for Advanta Business Credit Cards, Senior Director of Finance and reporting for Metris Business Services, and Vice President of Strategic Planning and Forecasting for Chase Bank's Corporate Mortgage Division. He received a Bachelor's in Finance from Stockton State College and an MBA in Finance with a concentration in Portfolio Management from Drexel University. While earning his degree, he served as an Intern for the Securities and Exchange Commission (SEC) in Washington, D.C. Ed is also a former College Planning instructor with the American Education Foundation.

About Financial Life Planning LLC

Financial Life Planning, LLC guides individuals, families and business owners through all stages of their financial lives with solutions tailored to their individual needs, goals, and objectives. We understand that a holistic approach to your individual and business finances creates the greatest likelihood of success for achieving your financial goals and objectives.



Qualifications CRD# 853483
FirmCRD# 17839
Series 4, 7, 24, 66

Compensation/Fee Fee-Based


Office Location 250 Washington Street Suite C1C
Toms River, NJ 08753,

1249 Route 22 East,
Mountainside,
NJ 
07092
Phone Number 732-286-1919

At ClearFocus, we are committed to maintaining the highest standards of integrity in our relationship with you, our client. We act in your best interest, as a true fiduciary, because we begin our planning process by understanding your situation and your financial goals. As a result, the information, services, and products we provide are always based on your specific needs and circumstances. Our fiduciary standard also helps to insure you of constant vigilance over your financial plan. In response to the fluid nature of today's economic climate, informed decisions, based sound academic data along with economic principles are routinely recommended to help you reach your financial goals. As trusted stewards of your wealth, we take pride in our role as partners with you on your journey.

About Clear Focus Financial

At ClearFocus, we believe the current times require a new and higher level of financial planning. We focus on the individual first and the numbers second. The fluid nature of today's economic climate requires constant vigilance and a higher level of understanding of individual needs in order to make the decisions necessary to help our clients to reach their financial goals. Financial decision making, be it saving, spending, investing, or insuring is complicated and difficult on your own. There is no shortage of opinions and products being offered as the "best kept secret or magic bullet" for financial success. The old approach of a one-time, off the rack product and solution just won't do. The retail financial planning and investment management industry has simply become a crowded market place of salesman and products, that does not lend itself to clear and prudent decision making. Individuals and business owners are forced to diagnose their difficulties and prescribe solutions based on limited information and sales pitches. It is critical for financial success that individuals and business owners make informed decisions that are based on their specific plan and not sales pressure.



Qualifications CRD# 1141204
FirmCRD# 104510
Series 65


Office Location 650 From Road,
Paramus,
NJ 
07652
Phone Number 201-575-4878

As a financial planner, I take great pride in fostering strong relationships with my clients. Im dedicated to helping them achieve their financial, retirement and legacy goals. When Im not at work, Im usually golfing, enjoying the Jersey Shore with my family, lecturing at church or rooting for the New York Giants.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high- touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 2764737
FirmCRD# 8032
Series 7, 9, 10, 31, 63, 65, 66 Fiduciary

Compensation/Fee Fee-Based, Commissions, Flat Fee, Hourly


Office Location 28 Mountain Blvd,
Warren,
NJ 
07059
Phone Number 908-705-2229

As Managing Principal, Alex spends his days supporting his client's lifestyle and business goals. His unique Wealth Building and Estate Planning expertise has helped many work toward building businesses, retiring early, and living a comfortable life. As most will tell you, his many years of experience is evident by his thorough approach and knowledgeable advice. Alex is a graduate of The New Jersey Institute of Technology (BS, Engineering) and The Rutgers Graduate School of Management (MBA, Finance). His years on Wall Street include time at Dean Witter, Morgan Stanley, Merrill Lynch and Raymond James. Experience has lead him to develop a state of the art, technologically-based client service model at Warren Wealth which supports his clients needs and objectives in an extremely efficient, successful and cost effective manner. Alex holds FINRA registrations (series 3,7,63, 65, 9 and 10), as well as New Jersey Life, Accident and Health licenses. Alex and his family have lived in Warren Township for over 20 years.

About Warren Wealth Associates

Wealth Management and asset preservation for the sophisticated investor and discerning business owner. For details on practice management see our website - warrenwealthassociates



Qualifications CRD# 1183323
Series 6, 7, 24, 63 Investment Advisor Representative

Compensation/Fee Fee-Based, Based on Assets, Flat Fee, Hourly


Office Location 12 Christopher Way,
Suite #200,
Eatontown,
NJ 
07724
Phone Number 732-982-2170

A resident of Monmouth County since 1968, Dan is a graduate of Monmouth University in West Long Branch with a B.S. in Psychology. In 1999 Dan recognized the need for personalized investment advice by working with employees of the small business pension plan market. As a result, he has become a strong influence in crafting a solution for this underserved population. Dan specializes in delivering wealth management solutions to a growing affluent population. His customizable six step process designs and implements clear strategies that have the potential to increase the probability of long term financial security. His twenty years as a trader in the U.S. Treasury markets for firms including Garban LLC and Cantor Fitzgerald have provided him with an immense and diverse experience in the global capital markets. Today Dan delivers his consulting process to clients by designing and implementing sound strategies for pursuing their wealth management and preservation goals while collaborating with their other trusted advisers, including their legal team and tax team. In his spare time, Dan continues his discipline as a martial artist and travels with his family in pursuit of exotic surfing destinations.

About DC Strategies, Integrated Wealth Mgt.

Assisting clients in understanding where they are today can be critical in setting attainable financial and personal goals for the future. We are a fee based "Wealth Management" firm that takes a comprehensive approach to clarifying and organizing our client's financial affairs. We provide ongoing education and insight to navigating the complexities of growing and maintaining "Wealth" while our clients benefit from a more balanced life. Our pledge is to provide quality information so that individuals may make sound choices about their financial future. Ultimately, our greatest impact may be the confidence that comes with working with an Adviser that will educate his clients in the options that are available,and implement those strategies in simple and easy to understand terms.



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Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?