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Find Top Financial Advisors in Bridgewater


WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Bridgewater. 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 Bridgewater

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.

Financial Advisors in Bridgewater, New Jersey
Financial Advisor Office Location Phone Number
Keith B Hawk
Hawk Financial Group
3322 US Highway 22 West,
Branchburg, NJ  08876
(908) 722-4008
Peter J. Passalacqua, CFP®
Frontier Financial Planning
322 Courtyard Drive,
Hillsborough, NJ  08844
(908) 725-9001
Peter Gellman
Palmerston Group Advisors, LLC
320 Raritan Avenue, Suite 302,
Highland Park, NJ  08904
(732) 248-5777
Gary Scheer
Gary Scheer LLC
65 Madison Avenue Suite 210,
Morristown, NJ  07960
(973) 539-4100
Kevin Shea
Edelman Financial Engines, LLC
51 JFK Parkway,
Short Hills, NJ  07078
(862) 206-7431
Stephen Sassi
Edelman Financial Engines, LLC
406 Forest Ave.,
Staten Island, NY  10301
(718) 313-0303
David Marks
Edelman Financial Engines, LLC
328 Newman Springs Road,
Red Bank, NJ  07701
(732) 704-7214
Chris Sosa
Edelman Financial Engines, LLC
340 Madison Avenue,
New York, NY  10173
(646) 779-2102
Daniel Chen
DC Strategies, Integrated Wealth Mgt.
12 Christopher Way,
Eatontown, NJ  07724
(732) 982-2170
Rick Mueller
Edelman Financial Engines, LLC
650 From Road,
Paramus, NJ  07652
(201) 575-4878
Zach Fletcher
Edelman Financial Engines, LLC
600 West Germantown Pike,
Plymouth Meeting, PA  19462
(610) 239-8323
Fred Stupart
Eaglestone Capital Management LLC
119 Midland Ave,
Bronxville, NY  10708
(914) 413-8876
Joan Greenspon
Edelman Financial Engines, LLC
100 Front Street,
West Conshohocken, PA  19428
(484) 534-3046
Harry Berman
Edelman Financial Engines, LLC
1275 Glenlivet Dr. Suite 100,
Allentown, PA  18106
(484) 224-3056
Stephen Cicali
Edelman Financial Engines, LLC
484 E. Evesham Rd.,
Cherry Hill, NJ  08003
(856) 795-7900
Zach Fletcher
Edelman Financial Engines, LLC
225 Wilmington West Chester Pike,
Chadds Ford, PA  19317
(610) 239-8323

Information on Qualified Financial Advisors in Bridgewater

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# 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# 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.



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# 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# 4873236
FirmCRD# 104510
Series 7, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 406 Forest Ave.,
Staten Island,
NY 
10301
Phone Number (718) 3130303

Joined Edelman Financial Engines in 2016. Began his career in the financial services industry in 2013. Earned the Chartered Retirement Planning Counselor certification. Bachelor's degree in Communications from Rutgers 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# 5130180
FirmCRD# 104510
Series 7, 63, 65

Compensation/Fee Fee Based Only - No Commissions


Office Location 340 Madison Avenue,
New York,
NY 
10173
Phone Number (646) 7792102

Joined Edelman Financial Engines in 2016. Began his career in the financial services industry in 2006. Earned the Certified Financial Planner certification(s). Bachelor's degree in Economics and Business from Randolph Macon College and Master of Business Administration in Finance from Fordham 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# 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.



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# 5742628
FirmCRD# 104510
Series 7, 63, 65

Compensation/Fee Fee Based Only - No Commissions


Office Location 600 West Germantown Pike,
Suite 100,
Plymouth Meeting,
PA 
19462
Phone Number (610) 2398323

Joined Edelman Financial Engines in 2014. Began his career in the financial services industry in 2007. Successfully completed the Series 7, 63, and 65 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in Business Administration from Millersville University. Hometown is Downingtown, PA.Zach enjoys golfing, working out, and Philadelphia sports.

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# 4573816
FirmCRD# 297958
Series 63, 65


Office Location 119 Midland Ave,
Bronxville,
NY 
10708
Phone Number (914) 4138876

Fred Stupart founded Eaglestone Capital in 2012 following a 20 year career working in the capital markets as a lawyer, private equity investor and a banker. Most recently he worked at Morgan Stanley in New York during the tumultuous 2009 - 2012 period which saw violent price movements in U.S. securities in response to a debt crisis in Europe, dysfunction in Washington and a downgrade of U.S. sovereign credit. While extreme, this environment was yet another example of the capital markets taking a wise idea and turning it into a foolish one through endless replication. Eaglestone Capital was founded to give investors the opportunity to invest alongside a manager seeking reasonable returns from value priced U.S. securities with experience across the spectrum of debt and equity. Fred has an MBA from The Wharton School, a law degree from Osgoode Hall Law School in Toronto and a BA(Hons) Economics from Queen's University at Kingston, Ontario. He has won numerous awards. At The Wharton School he was on the Director's List for academic achievement and won the Robert E. Linneman Memorial Fellowship. At Queen's University he graduated with the highest cumulative GPA in Economics, winning the Gold Medal.

About Eaglestone Capital Management LLC

Eaglestone Capital Management LLC is an independent privately held investment manager based in Bronxville, New York. We seek to generate long term income and capital appreciation for our clients using a unique value focused investment process.



Qualifications CRD# 5208549
FirmCRD# 104510
Series 7, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 100 Front Street,
Suite 1375,
West Conshohocken,
PA 
19428
Phone Number (484) 5343046

Joined Edelman Financial Engines in 2014. Began her career in the financial services industry in 2006. Earned the Certified Financial Planner certification(s). Bachelor's degree in Political Science from Gettysburg College.

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# 2190861
FirmCRD# 104510
Series 4, 6, 7, 24, 26, 53, 63, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 1275 Glenlivet Dr. Suite 100,
Allentown,
PA 
18106
Phone Number (484) 2243056

Joined Edelman Financial Engines in 2007. Began his career in the financial services industry in 1982. Successfully completed the Series 4, 7, 24, 53, and 66 examination(s) administered by FINRA. Earned the Chartered Mutual Fund CounselorSM (CMFC®) certification(s). Master's degree in Finance and Marketing from University of Connecticut and Bachelor's degree in English from University of Rochester. Married to Michele. They have two children: Matthew and Hannah. Harry enjoys music, reading, movies, sailing, and spending time with family.

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# 5742628
FirmCRD# 104510
Series 7, 63, 65

Compensation/Fee Fee Based Only - No Commissions


Office Location 225 Wilmington West Chester Pike,
Suite 200,
Chadds Ford,
PA 
19317
Phone Number (610) 2398323

Joined Edelman Financial Engines in 2014. Began his career in the financial services industry in 2007. Successfully completed the Series 7, 63, and 65 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in Business Administration from Millersville University. Hometown is Downingtown, PA. Zach enjoys golfing, working out, and Philadelphia sports.

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.



List of Additional Financial Advisors in or around Bridgewater, New Jersey
United Capital Financial Advisers, Inc. Morristown, NJ
Michael L. Rosenberg, RFC Livingston, NJ

Select other cities around Bridgewater, New Jersey to broaden your search for a financial advisor