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Find Best Financial Advisors in New Jersey

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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.

Finding the Top Financial Advisor in New Jersey
Last Updated - 25-Jun-2022

New Jersey has 16 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 1838 non-vetted advisors in your local area. These financial advisors in New Jersey have an average of 21 years of experience.

NOTE: The list of financial advisors in New Jersey mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in New Jersey.

List of Qualified Financial Advisors in New Jersey
Financial Advisor Experience AUM Minimum Assets Fee Structure
CAZ LEVINSKI CRAFFY
CWM; ChFM; AMC; CTEP; C.G.R.C.S.; A.F.A.
MONMOUTH CAPITAL MANAGEMENT
101 Crawfords Corner Road,
Suite 4127,
Holmdel, NJ 07733
20 $121,000,000 250,000 Fee-Based
Daniel Chen
DC STRATEGIES, INTEGRATED WEALTH MGT.
12 Christopher Way,
Suite #200,
Eatontown, NJ 07724
28 $40mm 500k Fee-Based
Daniel R. Martin
CFP®, AIF®
D.R. MARTIN AND ASSOCIATES
1 University Plaza Drive,
Suite 412,
Hackensack, NJ 07601
20 Not Specified $250000 Fee-Based
Frank Lepore
Certified in Long-Term Care (CLTC)
BLEAKLEY FINANCIAL GROUP
100 Passaic Avenue,
Suite 300,
Fairfield, NJ 07004
18 Not Specified Not Specified Fee-Only
John Mossa
CFP®, EA
WELLESLEY FINANCIAL PLANNERS
130 Maple Ave,
Suite 1B,
Red Bank, NJ 07701
39 Not Specified $200,000.00 Fee-Based
Paul C. Koenig Jr.
CFP®, ChFC®, RFC®, CRPC®
INTEGRATED FINANCIAL PARTNERS
1300 Route 73 Suite 314,
Mount Laurel, NJ 08054
13 $120,000,000 Not Specified Fee-Based
Ryan Woodring
CFP®
HERITAGE INVESTMENT PARTNERS, LLP / LPL FINANCIAL ADVISOR
97 Main Street,
Chatham, NJ 07928
19 Not Specified $100,000 Fee-Based
Eric Mancini
CFP®, CAIA®, CFA®
TRAPHAGEN FINANCIAL GROUP
234 Kinderkamack Rd,
Oradell, NJ 07649
12 $150M $500,000 Fee-Only
Joel Orris
CJE FINANCIAL LLC
363 Route 46 West,
Suite 300,
Fairfield, NJ 07004
35 150,000,000 Not Specified Fee-Based
Michael Woloshin
WOLOSHIN INVESTMENT MANAGEMENT
40 N Main Street,
Medford, NJ 08055
38 $158 million Not Specified Fee-Based
Chris Werner
CFP®
EDELMAN FINANCIAL ENGINES, LLC
457 Haddonfield Road,
Suite 310,
Cherry Hill, NJ 08002
14 Not Specified Not Specified Fee-Based
Kevin Shea
CFP®, CFA®
EDELMAN FINANCIAL ENGINES, LLC
51 JFK Parkway,
Short Hills, NJ 07078
5 Not Specified Not Specified Fee-Based
Robert Barbuto
EDELMAN FINANCIAL ENGINES, LLC
650 From Road,
Paramus, NJ 07652
20 Not Specified Not Specified Fee-Based
Sal Marino
CFP®, CMFC®, AWMA®
EDELMAN FINANCIAL ENGINES, LLC
328 Newman Springs Road,
Red Bank, NJ 07701
24 Not Specified Not Specified Fee-Based
Joseph Franciscone
LPL FINANCIAL
65 Madison Avenue,
Suite 300,
Morristown, NJ 07960
25 Not Specified $250,000 Fee-Only
Peter Gellman
Law Degree and Ph.D.
PALMERSTON GROUP ADVISORS, LLC
320 Raritan Avenue, Suite 302,
Highland Park, NJ 08904
12 Not Specified $400,000 Fee-Based

Information on Qualified Financial Advisors in New Jersey

Qualifications CRD# 5222223
Firm CRD# 290248
Series 7, 63

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


Office Location 101 Crawfords Corner Road,
Suite 4127,
Holmdel,
NJ
07733
Phone Number 212-203-1778

Empathy. Integrity. Honor. Duty. Professionalism. Trust. Mr. Caz Levinski Craffy adheres to these values and ideals and much more as he continues to serve in the United States Army (Reserve Component), as a military officer. Mr. Craffy 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. Craffy 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 Monmouth Capital Management

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 Monmouth Capital Management. 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.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


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.

Advisory Services Provided:

Portfolio Management, Wealth Management, Money Management, Financial Advice & Consulting, Financial Advice & Consulting, Financial Planning for Individuals, Tax Advice and Services


Qualifications CRD# 4594651
Firm CRD# 39543
Series 7, 66

Compensation/Fee Fee-Based


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

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 have been working with individuals and families since 2002. 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".

Advisory Services Provided:

Portfolio Management, Retirement Planning, 401K Rollovers, Financial Planning for Individuals, Estate Planning & Trusts


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# 732604
Firm CRD# 6413
Series 7, 63, 66

Compensation/Fee Fee-Based


Office Location 130 Maple Ave,
Suite 1B,
Red Bank,
NJ
07701
Phone Number 732-747-9775 Ext. 003

John began his career in the early 1980's as an Institutional Bond Salesman working for several investment firms including: Alex Brown & Sons, Paine Webber and George K. Baum. As a municipal bond specialist, his client base consisted of banks, insurance companies and other professional money managers.
In 2001 he had a deep-seated desire to apply his knowledge in the institutional markets to the retail investor. He joined a life insurance agency and in 2006 he received his CFP® designation. In 2015 the strong belief of the unique value offered by an independent financial advisor lured John to independence; he associated himself with Wellesley Financial Planners. Central to John's career as a financial advisor is not only to provide clients with strategies as they accumulate wealth, but also to build safe and secure income distribution strategies as they transition to retirement. His 30+ year career in the financial industry is enhanced by the following credentials. He is a CERTIFIED FINANCIAL PLANNER, ENROLLED AGENT "enrolled to represent taxpayers before the IRS".
If you're seeking an informed second opinion on Asset Allocation, Risk Management, Retirement Income, Medicare, Social Security and Tax strategies; you'll find John to be comprehensive, knowledgeable, attentive, and trustworthy.
John grew up in Holmdel where he attended St. John Vianney High School; he obtained his B.S. Degree in both Business Administration and Marketing from King's College. He resides in Red Bank: he's an active member of The National Society of Enrolled Agents, The New Jersey Society of Enrolled Agents, The Jersey Shore Running Club and The Amerigo American Vespucci Society.

About Wellesley Financial Planners

Wellesley Financial Planners was founded when financial planning was in its infancy in 1984. Our primary mission will always be to put the interests of the client first and foremost. We will objectively and fairly assist clients in every aspect of their financial lives. We aim to provide superior service that is caring and personal. We recognize that anyone who puts their trust in us deserves the highest level of expertise. Therefore our knowledge, experience and confidence must always exceed all expectations. For each of our clients we strive to help create stability and security to achieve the goals of financial independence and personal happiness. Today with the addition of two highly qualified and experienced financial planning associates and three administrators the firm of Wellesley Financial Planners serves the needs of over a thousand clients. We are proud to offer a distinct and powerful approach to personal financial planning that employs the "Spirit of Life" philosophy rarely seen elsewhere today. We invite you to join us.

Advisory Services Provided:

Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities


Qualifications CRD# 5253413
Firm CRD# 6413
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# 4595724
Firm CRD# 6413
Series 7, 31, 66

Compensation/Fee Fee-Based


Office Location 97 Main Street,
Chatham,
NJ
07928
Phone Number 973-635-9500 Ext. 207

Ryan attended the Pennsylvania State University, State College, PA where he earned a Bachelor of Science degree in Business Administration in 1994. Ryan is a graduate from the College for Financial Planning, Greenwood Village, CO and also carries the designations of CERTIFIED FINANCIAL PLANNER® . Ryan started his career at Merrill Lynch under their Paths of Achievements Program. His career continued as a Financial Advisor with the Wealth Management Division of Smith Barney / Citigroup Global Markets, Inc. Ryan joined Heritage Investment Partners, LLP as a Managing Partner in July of 2008.

About Heritage Investment Partners, LLP / LPL Financial Advisor

Heritage Investment Partners, LLP is a private investment services and financial planning firm whose goal is to provide the most appropriate advice and best client experience within the financial services industry. Our desire to be true advocates for our clients is the cornerstone for the creation of Heritage Investment Partners, LLP. Securities Offered Through LPL Financial, Member FINRA/SIPC Financial Planning offered through Heritage Investment Partners, LLP - A Registered Investment Advisor and separate entity from LPL Financial. The LPL Financial registered representative associate with this website may discuss and/or transact business only with residents of the states in which they are registered or licensed. No offers may be made or accepted from any resident of any other state. LPL Financial representatives offer access to trust services through The Private Trust Company N. A., an affiliate of LPL Financial.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 5231486
Firm CRD# 107764
Series 65

Compensation/Fee Fee-Only


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.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 1745120
Firm CRD# 298240
Series 7, 9, 10, 24, 63, 65

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


Office Location 363 Route 46 West,
Suite 300,
Fairfield,
NJ
07004
Phone Number 973-865-5755

Joel graduated from the University of Delaware with a Bachelor's degree in accounting and a minor in finance. Prior to entering the financial services industry, Joel worked as a Certified Public Accountant for three years.* He has been a keynote speaker at various seminars, and has appeared on radio and television programs. Joel enjoys giving back to the community through various charitable organizations, such as Spectrum 360. Outside of work, Joel enjoys traveling, playing sports, and spending time with his family * Joel is now a non-practicing CPA as CJE Financial LLC does not provide tax advice.

About CJE Financial LLC

CJE Financial is a full service independent financial consulting and wealth management team that was established in 2006. For over 15 years, CJE has developed tailored portfolios and financial plans that suit each individual client. Our team utilizes a proven process, getting to know you and your financial goals before creating a strategic plan.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts


Qualifications CRD# 732640
Firm CRD# 132346
Series 65

Compensation/Fee Fee-Based


Office Location 40 N Main Street,
Medford,
NJ
08055
Phone Number 609-654-9700

Celebrating more than 30 years as an investment advisor, Michael Woloshin helps those soon to be retired, and those already retired, achieve financial independence. His years of experience have enabled him to recruit a team that is focused on creating customized income strategies for each client. Woloshin Investment Management (WIM) does not outsource asset management to vendors but instead helps clients prudently manage their assets through the WIM Investment Committee guiding the three WIM Investment Portfolios. The WIM Investment Committee is composed of highly experienced professionals who help clients manage their portfolios based on each client's individual needs. Michael is also able to use his knowledge of risk management to recommend customized income strategies utilizing asset allocation to help diversify and rebalance client portfolios. Woloshin Investment Management (WIM) is a Registered Investment Advisor. Michael is an Investment Advisor Representative and Managing Director of the WIM Investment Committee. He specializes in helping clients achieve their retirement income goals. Under Michael's guidance, WIM has developed a reputation for client loyalty, satisfaction and providing outstanding customer service.

About Woloshin Investment Management

At Woloshin Investment Management (WIM), we take a dynamic and comprehensive approach to wealth management to address the unique financial and income needs of each client.


  • Review current investments — We conduct a review of the client’s current investment portfolio.

  • Outline financial objectives — Whether our clients want to focus on generating income for retirement or saving to sending their children to college, we work with them to outline realistic financial goals.

  • Identify investment opportunities — Once becoming a WIM client, we will identify appropriate investment opportunities and refine as needed. We conduct quarterly reviews with each client to discuss their portfolio’s performance and also identify any life changes that may impact their investment strategy.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 5214605
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based


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

I'm 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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 5692654
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based


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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 4576201
Firm CRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 650 From Road,
Paramus,
NJ
07652
Phone Number 201-546-5579

With nearly 20 years of industry experience, I'm passionate about working with my clients to help them plan for and achieve their long-term financial goals and dreams. When not at work, I'm with my wife, Lauren, and two boys, Kyle and Colton, coaching soccer, traveling, cooking and fishing.

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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 2180944
Firm CRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 328 Newman Springs Road,
Red Bank,
NJ
07701
Phone Number 732-704-7213

I enjoy helping my clients build a financial roadmap to protect and grow their wealth. I've been in financial services for more than two decades and counting, bringing my skills as an experienced financial planner to the table to help them reach the goals they've worked so hard to achieve. Outside of work, you'll find me spending time outdoors with my wife and children or exercising to stay healthy.

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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 2956961
Firm CRD# 6413
Series 7, 63, 65, 66

Compensation/Fee Fee-Only, Flat Fee


Office Location 65 Madison Avenue,
Suite 300,
Morristown,
NJ
07960
Phone Number 973-937-8826

With more than two decades of distinguished experience in financial services, Joe Franciscone is a results-driven, goal-oriented Portfolio Manager and Financial Advisor with LPL Financial. Prior to joining LPL Financial, Joe enjoyed successful Managerial and Advisory roles at Morgan Stanley, Credit Suisse, Merrill Lynch & Wells Fargo Advisors. A recent addition to LPL Financial, Joe uses his thoughtful goal-oriented approach to guide Families and Businesses with his "Make One Good Decision At A Time" philosophy which is especially effective during these volatile and often uncertain socio-economic times. A deeply passionate and patient, empathetic listener, Joe is committed to understanding his clients' feelings towards their assets and their relationship with their wealth, asking significant emotional and lifestyle questions and paying close attention to the meaningful answers with which his clients entrust him. With the benefit of his diverse experience and strategic vision, Joe shares his holistic advice and common sense, real world, solutions, guiding clients through their most important financial and behavioral decisions in good markets and bad. This disciplined, strategic, process has continuously served his clients well regardless of political or financial circumstance. Joe is a graduate of Montclair State University where he earned a Bachelor of Science in Finance. He is an avid reader and a student of luminaries such as Warren Buffett, Stephen Covey, Dom Famularo, Ben Graham, Napoleon Hill, Peter Lynch, Charlie Munger & Jim Rohn. In his free time Joe enjoys music, playing drums, reading, exercise, food and wine, and his dogs.

About LPL Financial

For more information about LPL Financial please their website visit www.lpl.com

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities


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.


Top Financial Advisor Firms in New Jersey (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
Seix Investment Advisors Llc
One Maynard Drive , Suite 3200,
Park Ridge, NJ 7656
$16,590,482,300 124 A percentage of AUM
Performance Based
Bc Advisors, Llc
102 Gaither Drive , Suite 5,
Mt. Laurel, NJ 8054
$4,360,105,631 111 A percentage of AUM
Fixed fees
Abner Herrman & Brock, Llc
Harborside 5 185 Hudson Street , Suite 1640,
Jersey City, NJ 7311
$1,732,567,039 1495 A percentage of AUM
Commision Based
Blackhill Capital, Inc
161 Madison Avenue,
Morristown, NJ 7960
$1,197,009,075 84 A percentage of AUM
Murphy Capital Management Inc
500 Hills Drive , Suite 200,
Bedminster, NJ 7921
$1,166,713,947 1340 A percentage of AUM
George Mckelvey Co., Llc
2410 State Highway 34,
Manasquan, NJ 8736
$1,111,045,039 1418 A percentage of AUM
Hourly charges
Fixed fees
Makrod Investment Associates Inc
44 Ann Street,
Verona, NJ 7044
$727,359,814 538 A percentage of AUM
M&R Capital Management Inc
25 Union Place , 3rd Floor,
Summit, NJ 7901
$530,196,889 399 A percentage of AUM
Hourly charges
Fixed fees
Dumont & Blake Investment Advisors Llc
731 Alexander Road , Suite 301,
Princeton, NJ 8540
$504,198,862 868 A percentage of AUM
Fixed fees
Corrado Advisors, Llc
48 South Franklin Turnpike , Suite 300,
Ramsey, NJ 07446-2558
$220,208,896 802 A percentage of AUM
Beckerman Institutional, Llc
77 Main Avenue , Suite 1a,
Ocean Grove, NJ 7756
$149,253,596 454 A percentage of AUM
Omega Capital Management, Llc
268 Route 206 , Suite 408,
Flanders, NJ 7836
$114,637,772 566 A percentage of AUM
Hourly charges
Altman Investment Management Llc
33 Witherspoon Street , 2nd Floor,
Princeton, NJ 8542
$113,709,424 60 A percentage of AUM
Sensus Investment Management
560 Sylvan Avenue,
Englewood Cliffs, NJ 7632
$56,853,123 8 A percentage of AUM
Stonebridge Capital Management Iii Llc
52 Forest Avenue,
Paramus, NJ 7652
$3,860,753 10 A percentage of AUM
Hourly charges
Fixed fees

    List of Additional Advisors in New Jersey*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Anthony Heizenroth
    Inquire with Anthony
    330 Fellowship Rd, Ste 400, Mount Laurel, NJ  08054 856-222-4565
    Andrea D Brisgel
    Inquire with Andrea
    15 Independence Blvd 1st, Fl, Warren, NJ  07059 908-306-8009
    Bill Gurnani
    Inquire with Bill
    1420 US Highway 206, Ste 130, Bedminster, NJ  07921 908-781-5302
    Basil Anton Kuzio
    Inquire with Basil
    1105 Laurel Oak Rd, Ste 154, Voorhees, NJ  08043 856-783-5050
    Anthony L Civitillo
    Inquire with Anthony
    Mack Center Iv, S 61 Paramus Rd., Paramus, NJ  07652 201-712-4020
    Anthony Pecora
    Inquire with Anthony
    1200 Mt Kemble Avenue, Fl 2, Morristown, NJ  07960 973-425-3873
    Andrea Stine
    Inquire with Andrea
    1200 Lenox Dr., Ste 300, Lawrenceville, NJ  08648 609-844-7963
    Bruce Fischberg
    Inquire with Bruce
    150 Jfk Parkway 2nd, Fl, Short Hills, NJ  07078 973-467-6373
    Ariel Rotenberg
    Inquire with Ariel
    Mack Center Iv, S 61 Paramus Rd., Paramus, NJ  07652 201-712-4007
    Anthony Chuck
    Inquire with Anthony
    61 South Paramus Road, 3rd, Fl, Paramus, NJ  07652 201-670-3476
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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.

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