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Find Top Financial Advisors in New Jersey


WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in New Jersey. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

Qualifications of Financial Advisor 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 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
Peter J. Passalacqua, CFP®
Frontier Financial Planning
322 Courtyard Drive,
Hillsborough, NJ  08844
(908) 725-9001
Stephen Ng, ChFC®, CEP, CLU®
Stephen Ng Financial Group, LLC
100 Horizon Center Boulevard, Suite 105,
Hamilton, NJ  08691
633 Morris Avenue,
Springfield, NJ  07081
(973) 218-9600
Sekhar Vemparala
Wealth Planning Adivsory Group
59 Mine Brook Road,
Bernardsville, NJ  07924
(201) 314-3245
Paul C. Koenig Jr.
Integrated Financial Partners
1300 Route 73 Suite 314,
Mount Laurel, NJ  08054
(856) 291-0142
Michael J. Carlucci, MBA, CFP®, PPC
MJC Advanced Financial Strategies, LLC
205 Route 9 north ste 31,
Freehold, NJ  07728
(732) 792-6776
Keith B Hawk
Hawk Financial Group
3322 US Highway 22 West,
Branchburg, NJ  08876
(908) 722-4008
Jordan Gilberti
International Planning Alliance LLC
1040 Broad Street,
Shrewsbury, NJ  07702
(908) 644-0034
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) 704-7214
Rick Mueller
Edelman Financial Engines, LLC
650 From Road,
Paramus, NJ  07652
(201) 575-4878
Stephen Cicali
Edelman Financial Engines, LLC
484 E. Evesham Rd.,
Cherry Hill, NJ  08003
(856) 795-7900
Hugh Fitzpatrick
Princeton Capital Management
17 Hulfish Street, Suite 220,
Princeton, NJ  08542
(609) 921-6294
Greg Hart, CFP®
Haddon Wealth Management
2 Kings Highway West,
Haddonfield, NJ  08033
(856) 888-1744
Gary Scheer
Gary Scheer LLC
65 Madison Avenue Suite 210,
Morristown, NJ  07960
(973) 539-4100
Frank Lepore
Bleakley Financial Group
100 Passaic Avenue,
Fairfield, NJ  07004
(973) 244-4237
Eric Nelson
Independence Wealth
221 Laurel Road, Suite 180,
Voorhees, NJ  08043
(856) 229-9295
Eric Mancini, CFA, CFP, CAIA
Traphagen Financial Group
234 Kinderkamack Rd,
Oradell, NJ  07649
(201) 262-1040
Anthony Orlando
Anthony J. Orlando, Inc.
617 Oradell Ave - Suite 5,
Oradell, NJ  07649
(201) 262-6000
Philip Sukharev
Northwestern Mutual
10 Madison Ave, 3rd Floor,
Morristown, NJ  07960
(973) 531-2159
Bruce Fitzsimmons
United Capital Financial Advisers, Inc.
55 Madison Ave,
Morristown, NJ  07960
(973) 632-9539
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 I am a Fee-Based financial professional, Based on Assets, Flat Fee


Office Location 320 Raritan Avenue, Suite 302,
Highland Park,
NJ 
08904
Phone Number (732) 2485777

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# 2299676
Series 7, 24

Compensation/Fee I am a fee-based financial professional, Based on Assets, Flat Fee, Hourly


Office Location 322 Courtyard Drive,
Hillsborough,
NJ 
08844
Phone Number (908) 7259001

About Frontier Financial Planning

Everyone recognizes the names and marketing slogans of the big insurance and brokerage firms, which now market themselves as financial advisors? But do these companies really have your best interests in mind when they provide financial advice? Or are they merely interested in advising you to buy their own highly profitable insurance and investment products? As your independent alternative to the insurance and brokerage companies, Frontier and its advisors are: * Independent, with no proprietary products to sell * Committed to the industry?s highest ethical standards * Experienced, educated, and fully licensed * Committed to providing advice that is based solely on your needs * A long term partner on your financial journey * Small enough to know and share your unique goals and dreams If you would like to know more about Frontier and how we might be able to help guide you along the path to financial freedom, please call or contact us for a free, no obligation, no pressure consultation.



Qualifications CRD# 2222678
Series 6, 7


Office Location 100 Horizon Center Boulevard, Suite 105,
Hamilton,
NJ 
08691
Phone Number (973) 2189600

Office Location 633 Morris Avenue,
Springfield,NJ  07081

Stephen Ng is the founder and President of Stephen Ng Financial Group™. Stephen has been assisting pre-retirees & retirees since 1992. Additionally, he has helped retirees save in taxes and increase retirement income. Stephen has developed a specialty in working with retirees and those about to retire who want help to preserve their principal and ensure that their money lasts. Stephen helps many people avoid the common mistakes made by retirees. In addition, he has held Financial Management, Retirement Investing and Insurance planning seminars at businesses, churches & non-profit organizations. Stephen is a Chartered Life Underwriter, Chartered Financial Consultant and a Certified Estate Planner. He is also an Investment Advisor Representative with SagePoint Financial, Inc. In 2011, 2015 and 2016 Stephen Ng was listed in the Champions Circle and the Millon Dollar Club with SagePoint Financial, Inc. In 2010 and 2012, he was in the top 25 Producers and listed in the Champions circle with SagePoint Financial, Inc. In 2005 & 2008, Stephen was named Top Producer with American General Securities, Inc. In 2015, Stephen wrote the following book, 10 Financial Mistakes You Should Avoid: Strategies Designed to Help Keep Your Money Safe and Growing.

About Stephen Ng Financial Group, LLC

OUR MISSION No matter where you are in your financial or retirement planning journey, our mission statement remains the same: to help you grow and preserve your wealth by caring more, doing more, and knowing more. OUR VISION Our vision is to help clients feel confident about their future and pursue their financial goals. Through our comprehensive approach, we develop customized financial and retirement strategies that address your short and long-term needs. We are independent advisors, meaning that our recommendations are always in the best interests of our clients and your needs are at the core of everything we do. Together, we hope to grow multi-generationally and go above and beyond for your needs. Contact us today to get started



Qualifications CRD# 2081179


Office Location 59 Mine Brook Road,
Suite 201,
Bernardsville,
NJ 
07924
Phone Number (201) 3143245

Sekhar Vemparala has had over 27 years of experience as a financial advisor who holds his CFP, CLU, CAP, and ChFC designations. He is a member of the Member Forum 400 as well as the Member Financial Planning Association and has provided customized solutions for high-net worth individuals since the start of his career.

About Wealth Planning Adivsory Group

Wealth Planning Advisory Group is a financial planning firm founded in 1990 that provides financial, estate, retirement, insurance, and tax planning services to individuals, corporations, and small businesses located within the United States, Switzerland, and India. We have adapted a unique trademarked process known as the wealthDNA® process that allows us to pool a network of advisors and finance professionals to help tackle complex issues for clients seeking leadership and direction. Feel free to contact us for a free initial consultation at (201) 314-3245



Qualifications CRD# 5253413
Series 7, 66


Office Location 1300 Route 73 Suite 314,
Mount Laurel,
NJ 
08054
Phone Number (856) 2910142

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 Paul 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 outdoorsmoutdoorsman, 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 PLANNERâ?¢ 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 clientsâ?? other advisors to ensure collaboration in all aspects of their financial lives.



Qualifications CRD# 2309517
Series 7, 24, 63, 65


Office Location 205 Route 9 north ste 31,
Freehold,
NJ 
07728
Phone Number (732) 7926776

Michael has been in the financial services industry since 1992. His licenses held are the Series 7, 63, 24 and 65 along with Life, Health and Variable Insurance. Michael graduated from St. John's University in 1988 with a B.S. in Finance and was inducted into the Honor Society of Economics. He then went on to receive his Masters of Business Administration in Management from Baruch College in 1992. To further his knowledge in the field he went through the Fairleigh Dickinson University CFP program and received his CFP certification in March 2007. To serve his clients at a more advanced level, Michael has successfully completed the Masters of Estate Planning Certificate Program through the College for Financial Planning in October 2012. With the major changes in the 401(k) market due to the DOL rules, Michael attained his Professional Plan Consultant (PPC) designation in July of 2015 in order to effectively better guide small business clients through the regulatory changes. Michael's philosophy is to be a true fiduciary which is simply placing the client best interests first which is why he believes he has such solid relationships with not only his clients but their families as well.

About MJC Advanced Financial Strategies, LLC

I am an Independent Certified Financial Planner Serving Small Businesses and Families in all areas of Comprehensive Financial Planning.



Qualifications CRD# 3069413
FirmCRD# 144434
Series 65

Compensation/Fee I am a Fee-Based financial professional, Based on Assets


Office Location 3322 US Highway 22 West,
Building 4, Suite 425,
Branchburg,
NJ 
08876
Phone Number (908) 7224008

Keith graduated from Trenton State College with a BS in Finance. After graduation, Keith joined American Express Financial Advisors in Voorhees, NJ. He was a financial advisor and then joined MassMutual Financial Group in Bridgewater, NJ. In the fall of 2000, Keith decided he could serve his clients in a better way and created Hawk Financial Group. As an independent financial advisor, Keith has conducted numerous complimentary no-cost informational seminars throughout New Jersey and Pennsylvania. The seminars covered social security and retirement income planning. As an investment adviser representative, Keith believes the financial relationship should always center around the client. That is why he adheres to the fiduciary standard of care for his clients. Keith holds a Series 65 license and keeps his clients' best interests first. He also adheres to a policy of no bias or conflict of interest.

About Hawk Financial Group

As a local independent financial advisor in Branchburg, NJ, Keith Hawk has a fiduciary duty to act in the best interests of his clients. He works with homeowners ages 60-70 mainly in Hunterdon County NJ and Somerset County NJ. His clients' retirement years are secured by addressing and fixing overlooked financial and non-financial "snags" before they happen. Three of these overlooked "snags" include: 1) A program to make sure a wife doesn't lose 1/2 their Social Security income when their husband passes away. 2) A program to cover two years worth of long-term care costs without paying a cent in annual premiums. 3) Making sure that your Power of Attorney document has the correct language to work with Social Security, Medicare, IRS, Veterans Administration, and your banks and brokerages. "As a fee based investment adviser, I have a fiduciary duty to put my client's best interest first. I welcome the opportunity to earn your trust and to show you how I do things differently."



Qualifications CRD# 6987062
Series 7


Office Location 1040 Broad Street,
Suite 202,
Shrewsbury,
NJ 
07702
Phone Number (908) 6440034

Jordan Gilberti is a licensed Financial Advisor who works with individuals and families on building, protecting, and growing their wealth. Jordan educates his clients on there many options in retirement as well as ensuring their nest egg is protected in an unforeseen event. Take a complimentary meeting with him today to learn more about how he can help you achieve your goals!

About International Planning Alliance LLC

When was the last time a financial services firm went to bat for you and you alone? Here at International Planning Alliance, we believe that people matter, our clients matter. Your success is our focus. We are determined to do the right thing for our clients, while also maintaining the highest ethical standards; that is the tradition on which this firm was built. Our mission is to provide innovative, individualized solutions that elevate your financial well-being and increase wealth. We do this by contributing the resources and support necessary to provide exemplary service to our clients.



Qualifications CRD# 5692654
FirmCRD# 104510
Series 6, 7, 63, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 51 JFK Parkway,
Short Hills,
NJ 
07078
Phone Number (862) 2067431

Joined Edelman Financial Engines in 2017. Began his career in the financial services industry in 2012. Earned the Chartered Financial Analyst and Certified Financial Planner certification(s). Bachelor's degree in Political Science from University of Rochester, Masters in Public Policy Analysis from University of Rochester and Master of Business Administration from George Washington University.

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 4, 7, 8, 63, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 328 Newman Springs Road,
Red Bank,
NJ 
07701
Phone Number (732) 7047214

Joined Edelman Financial Engines in 2016. Began his career in the financial services industry in 1993. Earned the Registered Financial Consultant certification(s). Bachelor's degree in Finance from Pennsylvania State University.

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# 1141204
FirmCRD# 104510
Series 6, 7, 63, 65

Compensation/Fee Fee Based Only - No Commissions


Office Location 650 From Road,
Paramus,
NJ 
07652
Phone Number (201) 5754878

Joined Edelman Financial Engines in 2013. Began his career in the financial services industry in 1992. Earned the Registered Financial Consultant and Certified Financial Planner certification(s). Bachelor's degree in Business from Farleigh Dickinson University.

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# 2371993
FirmCRD# 104510
Series 7, 9, 10, 63, 65

Compensation/Fee Fee Based Only - No Commissions


Office Location 484 E. Evesham Rd.,
Suite 5,
Cherry Hill,
NJ 
08003
Phone Number (856) 7957900

Joined Edelman Financial Engines in 2006. Began his career in the financial services industry in 1992. Successfully completed the Series 7, 9, 10, 63, and 65 examination(s) administered by FINRA. Earned the Chartered Mutual Fund CounselorSM (CMFC®) and Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in Economics from Rutgers College. Married to Dena. They have one child. Stephen enjoys coaching and playing soccer.

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# 849483
Series 63, 65


Office Location 17 Hulfish Street, Suite 220,
Princeton,
NJ 
08542
Phone Number (609) 9216294

Integral to his focus on client relationships, Hugh is part of the investment team and provides capital markets perspective. Hugh has worked with institutional investors and in capital markets both in the United States and in London for more than thirty years. Prior to joining the Firm in 2006, Hugh was a Managing Director at Wachovia Securities (and successor firms before combining into Wachovia). Before that he was with Alex. Brown & Sons as a Senior Vice President, which included several years as manager of Alex. Brown’s international trading in London. Hugh was also previously associated with Wm Sword & Co., where he worked in fixed income and equity trading and in research. He graduated from Duke University with a BA in History.

About Princeton Capital Management

Managing investment portfolios is Princeton Capital Management’s only business. Our resources are focused on fundamental security analysis, portfolio construction, investment operations and client service – nothing else. Moreover, most members of the investment team serve as both analysts and portfolio managers, eliminating the layers, and thus the distractions, common to firms with separate research and portfolio management staffs. We pride ourselves on being an organization of equals. This is beneficial to clients as it allows each member of the team the confidence to present an opinion on investment ideas versus deferring to either a group or an individual perceived to have greater authority than others. It is our experience that hierarchical organizations and the committees associated with such structures rarely facilitate successful stock investing. A group in which respected peers, unafraid of the repercussions of honest appraisals, surround a designated person with final authority has been a demonstrably winning method of making successful investment decisions. Princeton Capital Management has remained an independent, owner-managed firm since its inception, and owner assets are invested alongside those of our clients. We believe our clients have benefited from the Firm’s organizational stability and shared goals.



Qualifications CRD# 2178458

Compensation/Fee I am a Fee-Only financial professional, Based on Assets, Flat Fee


Office Location 2 Kings Highway West,
Suite 201,
Haddonfield,
NJ 
08033
Phone Number (856) 8881744

Gregory M. Hart, CFP® is the founder and managing director of Haddon Wealth Management, LLC, a registered investment advisory firm that provides comprehensive wealth management for clients throughout the Delaware Valley as well as nationwide. Greg delivers advice to his clients on various financial matters; but, in particular, he provides investment management and comprehensive financial and estate planning on a fee-only (no commission) advisory basis. The planning element often includes: a combined investment and retirement plan along with a year by year cash flow analysis, tax-minimization estate planning, social security decision analysis, education planning, and much more.

About Haddon Wealth Management

We are a full service, fee-only, independent financial planning and investment management firm offering customized financial planning and investment strategies.



Office Location 65 Madison Avenue Suite 210,
Morristown,
NJ 
07960
Phone Number (973) 5394100

Gary Scheer, RFC®, CSA is a nationally recognized Financial Educator, Author, Speaker and Retirement Planner whom you may have seen on NBC, CBS, ABC, PIX 11 News, News 12 NJ and Annuity123, EzineArticles. com and Fortune. As the co-author Successonomics with Steve Forbes, The All-In Principal and Alligator Proofing Your Estate, Gary has been interviewed by William Shatner on Moving America Forward, and has been featured on In America with James Earl Jones. As Founder and Managing Member, Gary and his team at Gary Scheer, LLC have been showing business owners, professionals and executives how to protect and pass on their wealth for over 30 years. It doesn't take long with Gary Scheer to see why people trust their money and their future to him. He is a warm and passionate communicator with a relaxed style who loves to share his financial wisdom and insights through his presentations to CPA groups and his Public Seminar Series "Understanding Different Retirement Strategies" and his popular radio program on WMTR, "Your Money, Your Retirement with Gary Scheer". He has been a REGISTERED FINANCIAL CONSULTANT since 2009 and Certified Senior Advisor since 2003. As a complement to his professional achievements, Gary is past President and former Treasurer of a local private school board. Additionally, Gary has played trumpet with the acclaimed Livingston Symphony Orchestra, New Jersey for over 20 years.

About Gary Scheer LLC

Recognized as one of the leading retirement experts in the nation, Gary Scheer has helped thousands of individuals and families in New York, New Jersey, and across the nation prepare for a secure, successful retirement since 1982. Specializing in Retirement Income Planning, Advanced Financial and Estate Planning Strategies, and Creative Tax Reduction Methodologies, Gary works with people who are in or nearing retirement to find solutions to help them enjoy their retirement years. With a background in traditional financial planning, Gary has pioneered strategies that protect his clients from volatile and risky financial investments while helping them grow their retirement income.



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

Compensation/Fee I am a Fee-Only financial professional, Flat Fee


Office Location 100 Passaic Avenue,
Suite 300,
Fairfield,
NJ 
07004
Phone Number (973) 2444237

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.



Office Location 221 Laurel Road, Suite 180,
Two Echelon Plaza,
Voorhees,
NJ 
08043
Phone Number (856) 2299295

Eric Nelson founded Independence Wealth out of a desire to help simplify personal finance and the financial markets, making them easier for his clients to understand. Becoming a financial advisor helped him achieve two lifelong goals: helping others and pursuing his passion for personal finance. Erics clients appreciate the fact that he is always there for them. Through the process of advising them about their finances, he also becomes involved in decisions about their career moves, family matters, and other personal decisions. He is honored to do so and takes his involvement in their lives very seriously. The biggest reward for him comes when he is able to see clients meet their goals: helping their grandkids pay for college, maintaining their lifestyle during retirement, having the ability to travel and so on. Whatever your financial goals may be, he is here to help. Eric earned a degree in Finance and Economics from Rutgers University. Married to his high school sweetheart, JoAnn, he enjoys spending time with his family and traveling.

About Independence Wealth



Qualifications CRD# 5231486
FirmCRD# 107764
Series 65


Office Location 234 Kinderkamack Rd,
Oradell,
NJ 
07649
Phone Number (201) 2621040

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# 1839632
FirmCRD# 122026
Series 7, 63

Compensation/Fee I am a Fee-Based financial professional, Based on Assets


Office Location 617 Oradell Ave - Suite 5,
Oradell,
NJ 
07649
Phone Number (201) 2626000

Certified Financial Planner Registered Investment Advisor BS in Finance from Villanova University FINRA Series 7 & Series 63 Registrations Life and Health Insurance License

About Anthony J. Orlando, Inc.

Anthony J. Orlando Inc. is a Wealth Management firm providing comprehensive financial advisory services including investment portfolio management, retirement planning, insurance and estate planning, college education funding and employee benefit consulting services. The firms clientele includes individuals, corporations, small business, trust, estates, and non-profits organizations. Name of Broker/Dealer: Royal Alliance Associates, Inc. Name of Custodial Firm: Pershng, LLC.



Qualifications CRD# 2881
Series 7, 63


Office Location 10 Madison Ave, 3rd Floor,
Morristown,
NJ 
07960
Phone Number (973) 5312159

As a Wealth Management Advisor, Phil works closely with his clients to put together comprehensive financial plans. With each new plan, Phil addresses immediate personal and business needs in conjunction with a long term vision for each clients ideal financial future. Phil has always been passionate about working in finance and finds no greater reward than helping his clients meet and exceed their personal and professional financial milestones. Phils expertise centers around creating a personalized, unique, and sophisticated holistic financial blueprint that addresses retirement planning, wealth accumulation, and risk management solutions. Phils work as a young entrepreneur has laid a strong framework to grow with his clients through each of lifes major milestones. Whether you are approaching retirement, starting a business, growing your family, or purchasing a new home, Phil strives to enable his clients to meet and exceed their financial objectives while providing guidance, support, and creative solutions throughout the process. Phil embraces a client first mentality working constantly to provide premier client service, education on all possible solutions, and diligent oversight of assets, all in a uniquely collaborative, engaging, and professional approach.

About Northwestern Mutual

Financial security is something many of us strive to achieve in our lives. You try to do what is right for those you care about, but the wrong financial decision can often undermine the best of intentions. Whether you are concerned for your own financial needs or those of your family or your business, I can help you identify your goals and dreams and develop a plan that addresses these needs to get you started on the path to financial security. My team and I bring PASSION and commitment to the work we do each day. As your financial partner, we believe in collaboration and TEAMWORK to help you and your family achieve the financial success that you have worked toward your entire life. We believe that FAMILY always comes first and are dedicated to making sure you can create memories with your loved ones knowing you have a team of professionals guiding your financials decisions. With INTEGRITY at the forefront of our values, we will strive to be loyal, honest and steadfast allies in helping you achieve a secure financial future.



Office Location 55 Madison Ave,
Suite 300,
Morristown,
NJ 
07960
Phone Number (973) 6329539

A well-respected East Coast Wealth Adviser, Bruce Fitzsimmons has helped people of all ages develop strategies to accumulate wealth. He tailors flexible planning solutions that help his clients pursue their current financial goals while positioning their portfolios for the future. His areas of experience include retirement planning, tax planning, estate planning and investment management. Bruce has worked in the financial services industry since 2007. Previously, he worked for AXA Financial Advisors, specializing in insurance and financial planning. Bruce joined United Capital because he believes the firms team approach and goals-oriented process provide clients with innovative solutions rarely available at other financial planning institutions. He holds Series 7 and 66 securities registrations, as well as Life and Health Insurance license. Bruce is a 2003 graduate of Centenary College, where he earned his degree in Business Administration. He has been married to his wife, Susan for 7 years. They have two young daughters.A lifelong resident of New Jersey, Bruce enjoys the outdoors, sporting events and spending time with his friends and family.

About United Capital Financial Advisers, Inc.

Not all wealth management firms are created equal. Over the past decade our firm, held to the fiduciary standard, transformed the traditional wealth management process, using it to help improve the lives of our clients. Our goal is to give genuine control over financial life. We have developed a dynamic process based on the life you want to lead and continually adapt to the changing world and your needs. After all, isn't it ensuring that you can live the life you want what a wealth manager is for? We call it Financial Life Management.



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

Compensation/Fee I am a fee-based financial professional, Based on Assets, Flat Fee, Hourly


Office Location 12 Christopher Way,
Suite #200,
Eatontown,
NJ 
07724
Phone Number (732) 9822170

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.



List of Additional Financial Advisors in New Jersey
AIG Advisor Group Wenonah, NJ
AXA Advisors, LLC Marlton, NJ
Future Financial Planners Cherry Hill, NJ
Lucas Capital Advisors LLC Manalapan, NJ
Asset Preservation Group South Plainfield, NJ
Tupler Financial Bridgewater, NJ
Capital Planning Associates of the Greater Delaware Valley, Inc. Collingswood, NJ
Cornerstone Planning Group, Llc Fairfield, NJ
Paulson Investment Company, Inc. Sea Girt, NJ
AEPG Wealth Strategies Warren, NJ
DPC Management, LLC Ramsey, NJ
Equity Strategies Group Rochelle Park, NJ
UBS Financial Services Manasquan, NJ
Future Financial Planners, Inc. Hazlet, NJ
LodeStar Advisory Group, LLC Short Hills, NJ
Greenwich Financial Group, LLC Caldwell, NJ
Wachtel Capital Management Montville, NJ
J B Hanauer Parsippany, NJ
JDS Financial Solutions Hazlet, NJ
Heald Financial Medford, NJ
The Faragi Group Forked River, NJ
Keeler & Co., LLC Englewood Cliffs, NJ
LPL Financial Mount Laurel, NJ
Langdon Ford Financial Parsippany, NJ
LPL Financial Wayne, NJ
Mssb Warren, NJ
Lincoln Financial Advisors Cherry Hill, NJ
Lincoln Financial Advisors Corp. Cherry Hill, NJ
Lincoln Financial Advisors Corporation Rochelle Park, NJ
Lincoln Investment Planning Florham Park, NJ
Linsco/Private Ledger Livingston, NJ
Merrill Lynch Florham Park, NJ
Merrill Lynch Short Hills, NJ
Merrill Lynch Wayne, NJ
Merrill Lynch Newark, NJ
Merrill Lynch Paramus, NJ
Merrill Lynch Short Hills, NJ
Merrill Lynch, Inc. Florham Park, NJ
Malleo Financial Services Garfield, NJ
Michael L. Rosenberg, RFC Livingston, NJ
Money Concepts Saddle Brook, NJ
Morgan Stanley Voorhees, NJ
Mutual Of Omaha Marlton, NJ
New England Financial Fairfield, NJ
New Horizon Financials Bogota, NJ
New York Life Edison, NJ
Nicholas Pascarella & Company Parsippany, NJ
Northeastern Financial Group Pompton Lakes, NJ
Oppenheimer Fairfield, NJ
Oppenheimer Florham Park, NJ
Oppenheimer @ Co. Fairfield, NJ
LPL Financial Paramus, NJ
Integra Investment Service, LLC Rutherford, NJ
RMT Wealth Management Saddle Brook, NJ
Ameriprise Financial Services, Inc. Mount Laurel, NJ
Sagemark Consulting / Lincoln Financial Advisors Edison, NJ
Sagemark Consulting, A Division of Lincoln Financial Advisors Iselin, NJ
Sagemark Consulting/Lincoln Financial Advisors Iselin, NJ
Select Financial Services, LLC Paramus, NJ
Sound Financial Advice, LLC Ramsey, NJ
Stonebridge Capital Mgmt West Caldwell, NJ
Summit Financial Resources, Inc. Parsippany, NJ
SunAmerica Securities Scotch Plains, NJ
Sunrise Retirement Solutions Deptford, NJ
TMS Financial Associates, Inc Runnemede, NJ
Watters Financial Services, LLC Paramus, NJ
Cooney Financial Advisors Marlton, NJ
UBS Financial Services Marlton, NJ
UBS Financial Services, Inc. Red Bank, NJ
UBS Financial Services, Inc. Paramus, NJ
WSGriffith Securities East Hanover, NJ
Wachovia Securities Wayne, NJ
Wachovia Securities Mountainside, NJ
Wachovia Securities, LLC Hawthorne, NJ
Waddell & Reed Monmouth Junction, NJ
Schorpp Capital Management North Brunswick, NJ
Wealth Management Group Clark, NJ
The Mangan, Ernst & Rankin Wealth Management Group Marlton, NJ
The Investment Center Middlesex, NJ
Forza Investment Advisory, LLC Westfield, NJ
Regency Wealth Management Ramsey, NJ

Select other cities in New Jersey to broaden your search for a financial advisor