There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Cherry Hill
has
11
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
18
non-vetted advisors in your local area. These financial advisors in
Cherry Hill
,
New Jersey
have an average of
20
years of experience.
NOTE: The list of vetted financial
advisors in
Cherry Hill
,
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
Cherry Hill, New Jersey.
Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
---|---|---|---|---|
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 |
38 Years | $0 | $100,000 | Fee-Based | |
Tower Bridge Advisors
CFP®, CFA® TOWER BRIDGE ADVISORS 101 West Elm Street, Suite 355, Conshohocken, PA 19428 |
Not Disclosed | $1,800,000,000 | $1,000,000 | Fee-Only |
14 Years | $0 | $100,000 | Fee-Based | |
10 Years | Not Specified | $100,000 | Fee-Only | |
22 Years | $250,000 | $250,000 | Fee-Based | |
Vanguard Personal Advisor Services
VANGUARD PERSONAL ADVISOR SERVICES 100 Vanguard Blv V26, Malvern, PA 19355 |
Not Disclosed | Not Specified | Not Specified | Fee-Based |
Not Disclosed | Not Specified | $50,000 | Not Specified | |
Condor Capital Wealth Management
CFP®, CIMA®, EA, CFA®, CDFA® CONDOR CAPITAL WEALTH MANAGEMENT 1973 Washington Valley Road, Martinsville, NJ 08836 |
Not Disclosed | $1,500,000,000 | $500,000 | Fee-Only |
Daniel Chen
DC STRATEGIES, INTEGRATED WEALTH MGT. 12 Christopher Way, Suite #200, Eatontown, NJ 07724 |
28 Years | $0 | $0 | Fee-Based |
Not Disclosed | $10,000,000,000 | Not Specified | Fee-Based |
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# 732640
Firm CRD# 132346
Series 65
Compensation/Fee Fee-Based
Office Location
40 N Main Street,
Medford,
NJ
08055
Phone Number
609-654-9700
Celebrating more than 30 years as an investment advisor, Michael Woloshin helps those soon to be retired, and those already retired, achieve financial independence. His years of experience have enabled him to recruit a team that is focused on creating customized income strategies for each client. Woloshin Investment Management (WIM) does not outsource asset management to vendors but instead helps clients prudently manage their assets through the WIM Investment Committee guiding the three WIM Investment Portfolios. The WIM Investment Committee is composed of highly experienced professionals who help clients manage their portfolios based on each client's individual needs. Michael is also able to use his knowledge of risk management to recommend customized income strategies utilizing asset allocation to help diversify and rebalance client portfolios. Woloshin Investment Management (WIM) is a Registered Investment Advisor. Michael is an Investment Advisor Representative and Managing Director of the WIM Investment Committee. He specializes in helping clients achieve their retirement income goals. Under Michael's guidance, WIM has developed a reputation for client loyalty, satisfaction and providing outstanding customer service.
At Woloshin Investment Management (WIM), we take a dynamic and comprehensive approach to wealth management to address the unique financial and income needs of each client.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
Firm CRD# 115700
Compensation/Fee Fee-Only
Office Location
101 West Elm Street, Suite 355,
Conshohocken,
PA
19428
Phone Number
610-260-2222
Tower Bridge Advisors was founded in 2001 with a mission to provide high quality investment advice alongside outstanding client service. We manage equity and fixed income portfolios comprised of individual stocks and bonds. Our clients choose us because of our commitment to investment research, our experience in managing client portfolios and our laser like focus on our clients' needs. Our nine investment professionals each have, on average, more than 25 years' experience researching investment opportunities, and managing portfolios through up as well as down markets. Our investment process starts with a clear understanding of each client's unique financial situation, and takes into account their tax status and tolerance for risk. Only by understanding these factors can we develop an appropriate investment solution. Our rigorous investment process results in a customized asset allocation for each client. Each client's portfolio is constructed of 35-40 stocks which represent the best ideas of our investment team, and an appropriate allocation to bonds to achieve the client's requirement for income and stability. Tower Bridge Advisors manages over $1.8 Billion for individuals and families. We have one focus, and that is to customize portfolios for the benefit of our clients. We have an experienced team that brings great perspective and expertise to every relationship. And we are committed to the highest level of customer service. We are available to meet clients in person or by phone and we are willing to meet as frequently as our clients desire. We also provide a brief market commentary 3 days per week to keep clients up to date on our latest thinking. In addition we offer bi-monthly webinars to provide additional insights into the markets and our thought process. We also use a sophisticated financial planning tool to help model "what if" scenarios to help us design the best plan for our clients. Our interests are aligned with yours. We want to help you achieve your goals, and we want you to know that we are looking out for your best interests at all times.
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, Investment Advice & Management
Qualifications
CRD# 5356917
Firm CRD# 123859
Series 7, 63, 65, 66
Compensation/Fee Fee-Based, Flat Fee, Based on Assets
Office Location
2200 Concord Pike,
Suite 104,
Wilmington,
DE
19803
Phone Number
302-765-3500
David joined the Diversified team in 2007. In David's role as Financial Planner, he focuses on comprehensive planning with clients to help them pursue their financial goals. Like all the planners at Diversified, David helps clients with a concierge approach to their plan, and works closely with other industry professionals to bring the clients financial plan to completion; all in an effort to give the client the best possible service and peace of mind. David graduated in 2007 from the University of Delaware with a B.S. in Leadership, and continued his industry education by obtaining his series 7, 63, 65, health and life insurance licenses as well as the CERTIFIED FINANCIAL PLANNER® designation. David has won the Five Star Wealth Advisor award in Philadelphia and Delaware every year since 2010 for his overall client satisfaction. Adding value to both the team and the clients, David is happy to be a part of the Diversified family. Outside of Diversified, David is a member of the DuPont Country Club where he enjoys playing very average golf.
Wealth is a good thing. Lifelong wealth is even better. At Diversified, our clients know that while life isn't without change and challenge, it's how they manage it that makes all the difference. They also know that they need to surround themselves with people who truly care about them. As a local family business serving executives, professionals, and retirees in Delaware and Pennsylvania, we welcome the opportunity to be included in your circle of trusted advisors. We realize we'll need to earn it, and once we do, we promise to keep it. Lifelong Wealth® is the pursuit of financial security to enjoy a meaningful life. For us, the keyword here is "lifelong". Lifelong Wealth gives families the opportunity to live well, while planning to achieve a level of happiness. For your life, living well happens through an intentional, lifelong approach which includes: 1. Knowing you have a lifelong financial planning process in place; lifelong advice. 2. Having a trusted advisory team to implement your plan. 3. Constant review and help on your path to lifelong wealth. At Diversified, we are Lifelong Financial Advisors. We embrace the concept of lifelong financial planning with the expert team to support it.
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# 6218725
Firm CRD# 323625
Compensation/Fee Fee-Only, Hourly, Flat Fee, Based on Assets
Office Location
101 Lindenwood Dr Ste 225,
Malvern,
PA
19355
Phone Number
484-205-9669
I've been in financial services since graduating from West Chester University in 2012, when I started as an intern at National Penn Bank. Since then, I've gone on to work for PNC Bank, Vanguard, and most recently started an RIA with my business partner and friend, John Gormley. I also received my MBA from Villanova University in May of 2020.
Goshen Capital is concerned with two things: making sure you understand how and why you're paying us, and providing the most objective, honest advice we can. We take our roles as fiduciaries very seriously. We make every effort to provide upfront, transparent, and fair prices for the services we offer, and clearly communicate why we're worth it. We view our roles in your financial life not just as advisors, but as educators, giving you the knowledge necessary to make good financial decisions at all times in your life, not just when you talk to us. So if you're looking for an advisor promising outsized returns or "secret" retirement income solutions, move on to the next advisor. If you want an advisor here to educate, inform, and put your interests first, then pick up the phone and give us a call and see how we can help you.
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
Qualifications
CRD# 4722997
Firm CRD# 123859
Series 6, 7, 63
Compensation/Fee Fee-Based, Based on Assets
Office Location
2200 Concord Pike,
Suite 104,
Wilmington,
DE
19803
Phone Number
302-765-3500
In March 2010, Andrew Rosen joined the Diversified team, bringing with him nine years of financial industry experience. In his role as Financial Planner Andrew forges lifelong relationships with clients. He coaches them through all stages of life and guides them to better achieve their life goals. Andrew, alongside the team at Diversified, consistently delivers high-level, concierge service to all clients. Andrew also writes extensively and has authored blogs, whitepapers and eBooks, all of which you can find in on our resources page. He has also been published in CNBC, Business Insider, Investopedia, IRIS, Fatherly, and Yahoo Finance. In 2003, Andrew graduated from the University of Delaware with a BS in Finance and a minor in Economics. He continued his industry education by obtaining his series 6, 7, and 63, along with property/casualty and health/life insurance licenses. In addition, Andrew received the CERTIFIED FINANCIAL PLANNER" designation in 2006, the CEP in 2010, and has been named a Five Star Best in Client Satisfaction Wealth Manager in Philadelphia and Delaware every year since 2010. Outside of Diversified, Andrew's number one passion is spending time with his beautiful wife, Jessica, and his amazing children, Aviva, Isabella, and Emmet. Andrew resides in West Chester, Pennsylvania where he is a member of the DuPont Country Club. He is a high level squash player, a runner, and very average golfer.
Wealth is a good thing. Lifelong wealth is even better. At Diversified, our clients know that while life isn't without change and challenge, it's how they manage it that makes all the difference. They also know that they need to surround themselves with people who truly care about them. As a local family business serving executives, professionals, and retirees in Delaware and Pennsylvania, we welcome the opportunity to be included in your circle of trusted advisors. We realize we'll need to earn it, and once we do, we promise to keep it.
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 Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
Firm CRD# 106715
Compensation/Fee Fee-Based
Office Location
100 Vanguard Blv V26,
Malvern,
PA
19355
Phone Number
800-211-7806
Vanguard Personal Advisor Services® gives you ongoing access to advisors who will always act in your best interests, a custom financial plan built to help withstand market volatility and economic shifts, strategies to maximize your income in retirement, and real-time tracking towards your goals. All at a low cost.
With money, comes questions. From how to maximize your retirement income to knowing the appropriate investment strategy based on your goals - it can be a lot to think about. We're by your side to help you feel confident about your future. Our advisors value true partnerships. They'll work closely with you to create a personalized plan to help you reach your goals and are available to connect whenever you have questions. *Non-client promotion. WiserAdvisor receives compensation for anyone matched with Vanguard via its financial advisor matching service.
Advisory Services Provided:
Retirement Planning, Education Funding and Planning
Qualifications
CRD# 5256105
Firm CRD# 18272
Series 7, 66
Office Location
135 Michigan Avenue,
Absecon,
NJ
08201
Phone Number
732-267-9866
I started my career as a Certified Financial Planner because I'm passionate about helping my community. Growing up, I witnessed firsthand the troubles that can arise from not having a solid plan in place. Today, I dedicate much of my free time to my education so I can stay up-to-date on the ever-changing financial landscape. Helping clients plan for their financial future is so much more than market investments and employer benefits. My mission is to help educate others so they can better understand what's necessary to achieve full financial security.
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, Investment Advice & Management, 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
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
Firm CRD# 111167
Compensation/Fee Fee-Based
Office Location
2231 Old Emmorton Road,
Bel Air,
MD
21015
Phone Number
888-242-6766
Allworth Financial has been providing transparent, straightforward, and honest financial advice to individuals and families for more than 26 years. They are a fiduciary, fee-based firm that focuses on helping people achieve financial confidence. The advisors at Allworth are not salespeople, so their sole interest is providing the recommendations and advice people need to hear. During your free consultation, the advisor will listen to your goals, answer your questions, and lay out a series of next steps for success.
Advisory Services Provided:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts
Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
---|---|---|---|---|
70 | 1481 | $632,760,230 | A percentage of AUM, Fixed fees, Commision Based
|
|
15 | 1883 | $522,124,442 | A percentage of AUM, Hourly charges, Fixed fees, Other (SOLICITOR/REFERRAL FEES)
|
|
6 | 1186 | $290,762,729 | A percentage of AUM, Hourly charges, Fixed fees
|
* Additional advisors listing is provided in partnership with Yext
Financial Advisor | Office Location | Phone Number |
---|---|---|
1060 Kings Hwy N, Ste 206, Cherry Hill, NJ 08034 | 856-532-2218 | |
90 North Kings Highway, Cherry Hill, NJ 08034 | 856-321-0070 | |
1864 Route 70 East, Cherry Hill, NJ 08003 | 856-751-1771 | |
1939 Route 70 East, Suite 110, Cherry Hill, NJ 08003 | 856-817-6250 | |
1800 Chapel Ave West, Suite 200, Cherry Hill, NJ 08002 | 856-488-2843 | |
1892 Greentree Rd, Suite 1A, Cherry Hill, NJ 08003 | 856-528-0090 | |
2030 Rte 70 W, Cherry Hill, NJ 08002 | 856-703-2647 | |
2030 MARLTON PIKE W, Cherry Hill, NJ 08002 | 856-566-7757 | |
1864 Route 70 East, Ste 220, Cherry Hill, NJ 08003 | 856-778-8200 | |
900 Kings Highway North, Suite 101, Cherry Hill, NJ 08034 | 856-667-6228 |
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?