New Jersey has a population of over 9 million people and a relatively high cost of living, making it wise to work with a financial advisor to optimize your personal finances. Many financial advisors and advisory firms in New Jersey offer guidance and support to individuals like you to manage and grow their wealth. WiserAdvisor connects you with vetted financial advisors in New Jersey who offer personalized advice in investment strategies, financial planning, wealth management, retirement planning, estate planning, and more. These trusted advisors have a deep understanding of the local economy, financial regulations, and market trends, enabling them to provide you with personalized financial recommendations catering to your specific financial needs. Start your search for a financial advisor in New Jersey with our directory that lists each financial advisor's detailed credentials
New Jersey
has
15
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
New Jersey
have an average of
20
years of experience.
NOTE: The list of vetted financial
advisors in
New Jersey
mentioned below does 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.
Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
---|---|---|---|---|
Christopher Badaracco
CFP®, EA ROSE WEALTH ADVISORS 20 N Central Avenue suite 2 Ramsey, Ramsey, NJ 07446 |
10 Years | $9,000,000 | $500,000 | Fee-Based |
Daniel Chen
DC STRATEGIES, INTEGRATED WEALTH MGT. 12 Christopher Way, Suite #200, Eatontown, NJ 07724 |
28 Years | $0 | $0 | Fee-Based |
16 Years | $0 | $500,000 | Fee-Only | |
21 Years | Not Specified | $250,000 | Fee-Based | |
Not Disclosed | Not Specified | $100,000 | Fee-Based | |
12 Years | $250,000,000 | $250,000 | Fee-Based | |
Paul C. Koenig Jr.
CFP®, RFC®, CRPC®, ChFC® INTEGRATED FINANCIAL PARTNERS 1300 Route 73 Suite 314, Mount Laurel, NJ 08054 |
13 Years | $120,000,000 | Not Specified | Fee-Based |
Ryan Woodring
CFP® HERITAGE INVESTMENT PARTNERS, LLP / LPL FINANCIAL ADVISOR 97 Main Street, Chatham, NJ 07928 |
20 Years | Not Specified | $100,000 | Fee-Based |
Daniel R. Martin
CFP®, AIF® D.R. MARTIN AND ASSOCIATES 4 Franklin Ave, Suite 3A, Ridgewood, NJ 07450 |
20 Years | Not Specified | $250,000 | Fee-Based |
39 Years | Not Specified | $50,000 | Fee-Only | |
12 Years | Not Specified | $400,000 | Fee-Based | |
Joseph Franciscone
APOLLO FINANCIAL ADVISORS 51 JFK Parkway, First Floor West, Short Hills, NJ 07078 |
25 Years | Not Specified | $250,000 | Fee-Only |
17 Years | Not Specified | $100,000 | Fee-Based | |
27 Years | $460,000,000 | $1,000,000 | Fee-Only | |
Condor Capital Wealth Management
CFP®, CIMA®, EA, CFA®, CDFA® 1973 Washington Valley Road, Martinsville, NJ 08836 |
Not Disclosed | $1,500,000,000 | $500,000 | Fee-Only |
Qualifications
CRD# 7076172
Firm CRD# 7076172
Compensation/Fee Fee-Based, Hourly, Flat Fee, Based on Assets
Office Location
20 N Central Avenue suite 2 Ramsey,
Ramsey,
NJ
07446
Phone Number
201-961-4887
Christopher Badaracco is the esteemed founder and wealth advisor at Rose Wealth Advisors. Prior to establishing Rose Wealth Advisors, Christopher served as a wealth planner for a national RIA based in New York City, where his primary focus was delivering comprehensive financial solutions to high-net-worth clients. Utilizing his extensive expertise in tax law, estate and income strategies, investment management, and financial planning, Christopher skillfully guides his clients toward the realization of their financial goals. Christopher holds a bachelor's degree in finance from East Stroudsburg University and has attained a master's degree in taxation from Villanova University. Additionally, he has earned a Certificate of Financial Planning from New York University and proudly holds the designation of CERTIFIED FINANCIAL PLANNER™ professional (CFP®). Notably, Christopher is also recognized as an Enrolled Agent (EA) with the Internal Revenue Service, further enhancing his proficiency in tax-related matters. In his personal life, Christopher calls Ramsey, New Jersey his home, where he resides with his wife, Alexandra, and their son, Henry.
A boutique financial planning firm helping people from around the country make smart financial decisions.
Qualifications
CRD# 1183323
Series 6, 7, 24, 63 Investment Advisor Representative
Compensation/Fee Fee-Based, Hourly, Flat Fee, Based on Assets
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.
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 Planning for Individuals, Tax Advice and Services
Qualifications
CRD# 5231486
Firm CRD# 107764
Series 65
Compensation/Fee Fee-Only, Hourly, Based on Assets
Office Location
234 Kinderkamack Rd,
Oradell,
NJ
07649
Phone Number
201-345-5155
Eric Mancini is a CFA® Charter holder (CFA®), a Certified Financial Planner (CFP®), a Chartered Alternative Investment Analyst (CAIA®), partner, 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 CFA designation, 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, CNBC, 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.
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# 4695659
Firm CRD# 318366
Series 6, 7, 65, 66
Compensation/Fee Fee-Based, 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 is registered as a Wealth Management Advisor with Bleakley Financial Group and a registered representative with LPL Financial.
For more than 30 years, the Bleakley Financial Group team* has been providing customized financial planning and wealth management services to a diverse array of clients across the country. As an independent firm, we pride ourselves on delivering personalized guidance to fit the goals and lifestyle needs of each customer. With more than three decades of experience, our state-of-the-art financial planning comes with a personal touch. Our team consists of more than 100 investment professionals, from financial advisors and research assistants to client support associates. Comprehensive Financial Planning and Wealth Management. Bleakley has created a collaborative culture of innovation and excellence that's unmatched in the industry. At Bleakley Financial, you're our top priority, and we're committed to turning your financial vision into reality. *The Bleakley Financial Team has been providing wealth management services since 1985 within various firms. Bleakley Financial Group, LLC was founded in 2015.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Qualifications
CRD# 6233372
Firm CRD# 6413
Series 6, 7, 63, 65
Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Office Location
50 Harrison St, #212C,
Hoboken,
NJ
07030
Phone Number
201-655-6572
Hazel Secco possesses a strong background as a seasoned LPL financial advisor, showcasing extensive knowledge and a wealth of experience in the financial industry. She is a Certified Financial Planner™, a designation that requires a rigorous course of study and ongoing professional education, and demonstrates her commitment to the highest standards of integrity, professionalism, and client service. Hazel founded Align Financial Solutions, LLC to concentrate on what she cares about most, her clients. Every client has a unique situation and background. Hazel wants to understand each client's goals and values to be completely aligned with their financial plan. As an independent advisor with LPL, Hazel provides collaborative and personalized advice as a fiduciary and solely focuses on her advisory client's needs. She strives to be a life-long partner and ally to protect what matters for her clients and their families. Hazel strongly believes in a holistic approach to financial planning, considering all aspects of her client's financial lives. She wants her clients to feel empowered and in control of their financial future. Outside of her work, Hazel lives in Hoboken and enjoys spending time with her family, traveling, and exploring the culinary world.
At Align Financial Solutions, we are dedicated to empowering women and their families through comprehensive financial guidance and education. Led by a Certified Financial Planner (CFP®) and Certified Divorce Financial Analyst (CDFA®), our firm specializes in helping women gain control over their finances and achieve true financial independence. We understand that women face unique financial challenges and opportunities throughout their lives. That's why we offer personalized financial planning services tailored specifically to meet the individual needs and goals. Our mission is to equip our clients with the knowledge and tools they need to make informed decisions about their money and secure their financial future. At Align Financial Solutions, we believe that education is the key to empowerment. We are committed to providing our clients with the necessary financial education and guidance to help them navigate various aspects of their financial lives. From investment strategies and retirement planning to tax planning, and navigating major life transitions such as divorce, we address a wide range of financial topics that are crucial for our client's financial well-being.
Advisory Services Provided:
Financial Planning, Retirement Planning, 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, Insurance Products & Annuities
Qualifications
CRD# 6281153
Firm CRD# 318366
Series 7, 66
Compensation/Fee Fee-Based, Flat Fee, Based on Assets
Office Location
100 Passaic Ave,
Suite 300,
Fairfield,
NJ
07004
Phone Number
973-575-4180
Mike is a financial advisor at Bleakley Financial Group. He provides personalized wealth management solutions for individuals, families, business owners, foundations and entrepreneurs. He also provides integrated planning and investment strategies, including tax and estate planning, risk management and retirement planning, to help grow and protect clients wealth. Mike is a graduate of Mount Saint Mary College & joined the firm in 2012. He has worked in numerous capacities at the firm, starting with an internship while he was still attending college, to joining the firm full time as an investment analyst upon graduation, & currently as a financial advisor. This has helped him develop a core understanding of the planning process and all of its elements. Mike is an avid fitness enthusiast and sports fan. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and holds the FINRA Series 7 & Series 66 registrations through LPL Financial, as well as life and health insurance licenses. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
For more than 30 years, the Bleakley Financial Group team* has been providing customized financial planning and wealth management services to a diverse array of clients across the country. As an independent firm, we pride ourselves on delivering personalized guidance to fit the goals and lifestyle needs of each customer. With more than three decades of experience, our state-of-the-art financial planning comes with a personal touch. Our team consists of more than 100 investment professionals, from financial advisors and research assistants to client support associates. Bleakley has created a collaborative culture of innovation and excellence that's unmatched in the industry. At Bleakley Financial, you're our top priority, and we're committed to turning your financial vision into reality. The Bleakley Financial Team has been providing wealth management services since 1985 within various firms. Bleakley Financial Group, LLC was founded in 2015.
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, Legal Advice and Services, Estate Planning & Trusts, 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.
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
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.
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# 4594651
Firm CRD# 39543
Series 7, 31, 66
Compensation/Fee Fee-Based
Office Location
4 Franklin Ave,
Suite 3A,
Ridgewood,
NJ
07450
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.
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# 1673790
Firm CRD# 325326
Series 65
Compensation/Fee Fee-Only, Based on Assets
Office Location
375 Mckinley Ave,
Bayville,
NJ
08721
Phone Number
609-848-8408
Jim is a seasoned capital markets expert with nearly 40 years of comprehensive experience in trading, risk management, and investment strategy development. Before founding QEX Asset Management, from 2016 to 2022, Jim served as the Head Trader at an investment advisory firm in Menlo Park, CA, where he successfully managed all trading activities, trade monitoring, and risk management. His role was critical in developing and implementing systematic investment strategies and participating as a member of the portfolio committee. Earlier, Jim owned and operated Windsor Financial Advisors in Princeton, NJ, from 1995 to 2015 where he provided specialized investment modeling research, developing systematic trading models employing ETFs, OEFs, Treasury bond futures, and options. His clientele included individual customers as well as institutions including a publicly traded mutual fund currently ranked 5 stars by Morningstar. Jim's early career includes notable positions on Wall Street as a Government Bond Trader at an international hedge fund, an institutional bond broker and as a financial futures salesman. In these roles, Jim honed his quantitative skills in trading US Treasury Bonds, futures and basis as well as Eurodollar curve futures and options to an elite group of institutional clients.
QEX is a systematic investing firm that uses a disciplined and rule-based approach to financial markets. Investment decisions are guided by predefined strategies and algorithms rather than human intuition. This method relies on the systematic application of quantitative models and statistical analysis to identify and exploit patterns, trends, and anomalies within the market. The goal of systematic investing is to remove emotional biases and subjectivity from decision-making, relying instead on empirical data and historical patterns to inform investment choices.
Advisory Services Provided:
Portfolio Management, Wealth Management, Money Management, Risk Management, Investment Advice & Management
Qualifications
CRD# 4716523
Firm CRD# 128733
Series 66
Compensation/Fee Fee-Based, Flat Fee, Based on Assets
Office Location
320 Raritan Avenue, Suite 302,
Highland Park,
NJ
08904
Phone Number
732-248-5777
Peter Gellman is the Managing Member of Palmerston Group Advisors, L.L.C. Founded in 1997, Palmerston Group provides independent, unbiased financial and investment advisory services based on fundamental analysis and margin of safety principles. Peter Gellman has worked as a teacher, analyst, and advisor. Before starting Palmerston, he taught at Oxford as a member of its international relations faculty, as well as at Princeton, where he was Research Fellow and Lecturer in the Woodrow Wilson School of Public and International Affairs. He holds a law degree as well as a Ph.D. in international relations.
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# 2956961
Firm CRD# 6413
Series 7, 63, 65, 66
Compensation/Fee Fee-Only, Flat Fee, Based on Assets
Office Location
51 JFK Parkway,
First Floor West,
Short Hills,
NJ
07078
Phone Number
973-937-8826
Joe Franciscone has been assisting clients with their financial needs for almost three decades. Prior to joining LPL Financial, and starting Apollo Financial Advisors, Joe worked for Morgan Stanley, Credit Suisse, Merrill Lynch, and Wells Fargo for several years. His extensive experience in the business, through good markets and bad, makes Joe a great resource for navigating financial challenges and life events, delivering common sense advice one good decision at a time. Joe assists High Net Worth Families & Business Owners manage their Wealth in a variety of ways including fee based financial planning, retirement & estate planning, investments, life insurance, and annuities. This diversity in product and practice allows Joe to work well with Attorneys, CPAs Doctors, Entrepreneurs, and Executives of all levels. Residing in Fairfield, NJ, Joe is a graduate of Montclair State University where he earned a BS in Finance. His securities registrations include the 7 & 66 (held with LPL) as well as Insurance licenses including Life, Health, and Variable Insurance. Joe is an avid reader and follower of Warren Buffett, Stephen Covey, Milton Friedman, Benjamin Graham, Peter Lynch, Charlie Munger, Jim Rohn & Dr. Jeremy Siegel. He is a longtime protégé of Drumming's Global Ambassador Dom Famularo. Joe is a Member of the Park Avenue Club and a Supporter of the Park Avenue Foundation in Florham Park, New Jersey. In his free time, Joe enjoys music, drumming, learning, sports, fine dining, and his dog.
Your Goals. Our Advice. Shaping Your Future One Good Decision At A Time.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 4714003
Firm CRD# 8032
Series 6, 7, 24, 63, 65
Compensation/Fee Fee-Based, Commissions, Based on Assets
Office Location
2040 US Highway 9,
Toms River,
NJ
08755
Phone Number
732-286-1000
EPA Financial Services is one of the oldest financial services firms in Ocean County. EPA Financial Services was started in 1977 by Bob Richards and his wife, Jeanne, and together they developed a distinct style of financial services. When they started EPA Financial Services both Bob and Jeanne had envisioned the office to be a family-atmosphere office, where staff and clients alike could feel like they were at home and among people they knew. Since 1977, Bob has developed EPA Financial Services into a financial planning-based practice where the advisors offer a wide range of services, but much of it is based on the principles of financial planning. Along with his daughter Heather, who is also an advisor, Bob enjoys researching investments, the markets, and the economy. Heather now runs EPA Financial Services and continues to have the same vision for EPA Financial as her father and mother had all those years ago.
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, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 2063878
Firm CRD# 125838
Compensation/Fee Fee-Only, Based on Assets
Office Location
1680 Route 23 N,
Suite 210,
Wayne,
NJ
07470
Phone Number
973-557-2933
We are an independent Registered Investment Advisory firm serving high-net-worth families and individuals nationwide from our location in Wayne, NJ. We differ from other firms because we emphasize a team approach to managing your finances and investments. Though you work with a primary wealth advisor, you always receive the support of our entire team. And because we are a fee-only, fiduciary advisor, you can rest assured that our recommendations are made in your best interest, not so we can earn a commission.
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, Estate Planning & Trusts
Qualifications
Firm CRD# 104920
Series 65
Compensation/Fee Fee-Only, Based on Assets
Office Location
1973 Washington Valley Road,
Martinsville,
NJ
08836
Phone Number
732-356-7323
Condor Capital Wealth Management was founded in 1988 and is an employee-owned fee-only, fiduciary, and SEC-registered investment advisor. We strive to be as transparent as possible and commit to annual audits for both custody and performance. Our goal is to be more than just your investment manager by providing a full-service wealth management experience. We provide our investment management services on a fee-only basis. Our fees are based on the size of our clients' portfolios rather than commissions or the number of trades, so there is no conflict of interest regarding our investment decisions. Additionally, as part of our integrated approach to investment management, we provide you with unlimited and thorough financial planning advice complementarily. We pride ourselves on providing our clients with wealth management solutions combining investment management, financial planning, and relationship management services, including consulting with your accountants and attorneys, allowing you to streamline your complex financial affairs all under the umbrella of a single, highly competitive assets-under-management (AUM) fee.
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, Estate Planning & Trusts
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
---|---|---|---|---|
1658 | 874 | $983,853,862,895 | A Percentage of AUM, Fixed Fees, Performance Based, Other (COST BASIS FOR CERTAIN AFFILIATED PARTIES, AND TRANSACTION FEES)
|
|
13059 | 1077471 | $600,808,847,012 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based, Other (SEE SCHEDULE D - MISCELLANEOUS)
|
|
64 | 1736317 | $576,264,919,539 | A Percentage of AUM
|
|
1081 | 588 | $481,198,610,149 | A Percentage of AUM, Performance Based, Other (COST PLUS; FEE BASED ON BOOK VALUE)
|
|
1157 | 44867 | $402,869,110,523 | A Percentage of AUM, Fixed Fees, Performance Based
|
|
509 | 180 | $311,778,009,814 | A Percentage of AUM, Fixed Fees
|
|
730 | 18447 | $211,180,177,136 | A Percentage of AUM, Performance Based
|
|
197 | 199 | $84,769,177,469 | A Percentage of AUM, Fixed Fees, Performance Based
|
|
154 | 17 | $62,223,194,040 | A Percentage of AUM
|
|
91 | 89 | $53,240,106,596 | A Percentage of AUM
|
|
118 | 4701 | $47,749,238,231 | A Percentage of AUM, Performance Based
|
|
52 | 78 | $35,509,753,999 | A Percentage of AUM, Performance Based
|
|
32 | 190 | $32,827,015,068 | Fixed Fees, Other (% OF ASSESTS UNDER CONSULTATION)
|
|
3704 | 149233 | $29,536,149,674 | A Percentage of AUM, Hourly charges, Fixed Fees
|
|
713 | 114555 | $28,519,298,513 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (SOLICITOR/REFERRAL FEES)
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Hiring a financial advisor in New Jersey can offer many benefits. As the advisor's client, you can benefit from the advisor's extensive knowledge, experience, and perspective resulting in you gaining peace of mind. Working with a financial advisor can also save you time managing your finances, help minimize investment risks, and potentially increase your investment returns as they can also help you identify areas of financial weakness and recommend strategies for improvement. To learn more, read The Benefits Of Working With A Financial Advisor.
Financial advisors in New Jersey utilize different compensation methods, including charging a percentage of assets under management (AUM), hourly fees, flat fees, or commissions from product sales. It is crucial to understand your advisor's fee structure and remain mindful of potential conflicts of interest that could influence their advice. To develop a better understanding of how financial advisors charge, we recommend reading more about the costs of hiring a financial advisor.
Financial advisors in New Jersey that offer investment management services may recommend several types of investment products, including stocks, bonds, mutual funds, exchange-traded funds (ETFs), and alternative investments. These advisors may also assist in monitoring your investments and suggest portfolio adjustments when necessary. If you find yourself uncertain about the need for investment management services, read Why Professional Investment Management May Be Right For You.
When looking for a financial advisor in New Jersey it is important to consider certain qualifications. Look for a professional with experience in providing advisory services to individuals in New Jersey. Additionally, ensure that they possess the required licenses and registrations from reputable regulatory bodies like FINRA and the SEC. For further information, you can refer to our guide on how to use BrokerCheck to evaluate a financial advisors credentials.
To determine the trustworthiness of a financial advisor in New Jersey, it's important to conduct a complete research and background check through FINRA BrokerCheck. Look for advisors who are registered with reputable regulatory bodies like FINRA and the SEC, as these organizations regulate the financial industry and can help ensure that advisors are held to high ethical standards. You can also check online reviews, ask for referrals from friends and family, and do your research to verify the advisor's credentials and track record. If you are searching for a trustworthy financial advisor, we recommend using the free financial advisor match tool to find and compare pre-screened and vetted advisors matched to your needs.
Financial advisors listed on our directory for the state of New Jersey offer a wide range of services, including retirement planning, investment management, estate planning, tax planning, insurance planning, and wealth management. They help clients set financial goals, create a budget, make investment decisions, and manage their wealth. By clicking on the "View full profile" button of any vetted financial advisor, you can access detailed information about their services, fees, credentials, and more. In the "Advisory Services Provided" section, you will be able to confirm what specific services are offered by an advisor.
The cost of hiring a financial advisor in New Jersey can vary. Typically, financial advisors charge by a fee-only or fee-based (fee and commission) model. It can range from a fixed rate of approx. $7,500 and above or approx. 1.02% of assets under management (AUM). To get a better understanding of how financial advisors charge and the factors influencing their fees, read more on what are the costs of hiring a financial advisor.
A financial advisor in New Jersey can help you prepare for retirement by creating a comprehensive financial plan that takes into account your current assets, income, expenses, and future goals. They can help you develop a savings strategy, choose retirement accounts, and manage your investments. Additionally, a financial advisor can help you plan for potential healthcare expenses during retirement and ensure that your assets are distributed according to your wishes. To learn more about how an advisor can help you prepare for retirement, read on about why you should hire a retirement advisor.