Find Top Financial Advisors in Garfield, New Jersey

Alex Tirso is a Wealth Advisor and Partner of Ramapo Wealth Advisors, Affiliated with Steward Partners. He helps successful individuals demystify the financial puzzle through the financial planning process. As a CFP Practitioner, Alex works alongside his clients to help them flesh out their specific long-term needs and craft a holistic plan to get them there.

Simply put, Alex helps young investors get organized and start their "saving muscle"; middle-aged families ensure they're set up for college expenses and retirement, and (pre)-retirees create a custom income plan so that they do not outlive their wealth. 2 questions are always answered, "Will I make it?" and "Do I have any financial blindspots?"

Alex holds a Bachelor of Science in Finance from The University of Maryland. As a believer in lifelong learning, Alex earned his Certified Financial Planner designation in July 2022 and attained his Certified Investment Management Analyst designation via Yale Executive Education Program in November 2018.

Alex lives in Bergen County, New Jersey with his wife Cristina and their son, Sebastian. He is an avid runner, having completed 3 marathons (NYC & Chicago), as well as the Grand Canyon Rim-to-Rim-to-Rim Challenge. He loves to read or listen to podcasts on personal development and health & wellness. Alex and his wife love to travel and learn about new cultures.

Ramapo Wealth Advisors, Affiliated with Steward Partners, was established with the mission of delivering the highest quality personalized planning advice and investment solutions to each of our clients. Everyone at our firm are partners dedicated to exceeding the expectations of our clients. Our firm is built with a focus on integrity, culture and partnership. Our focus is always on our clients and their needs. We help people make sound financial decisions and durable plans that will last through major life events and grow with them over the years. We aim to educate our clients on choices available and provide them with a variety of solutions tailored to their goals and personalities.

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.

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".

Financial planning is the cornerstone of the advice and strategies I provide. I often describe it like a map, first assessing where you currently stand and where you aspire to be. Much like a GPS, my role is to guide you along the most effective path, helping you stay on track toward your goals despite life's inevitable twists and turns. Since circumstances can change unexpectedly, I believe it's crucial to regularly revisit and adjust your plan, ensuring it remains aligned with your evolving needs and aspirations.

To create a truly personalized financial strategy, I begin by conducting a thorough assessment of your financial situation, goals, and risk tolerance. This involves gathering comprehensive information about your income, assets, liabilities, employer benefits, future financial goals, and any potential challenges you may face. By understanding the full scope of your unique circumstances, I can develop a customized financial plan that is precisely aligned with your priorities.

I prioritize flexibility, considering key factors such as your age, career stage, family dynamics, and investment preferences. I also account for life events -- like marriage, children, home purchases, or retirement -- that can significantly influence your financial decisions. This approach ensures that your financial plan is not only proactive and adaptable but also evolves as your circumstances change. By continually monitoring your progress and making adjustments as necessary, I provide ongoing guidance that helps you stay on course and pursue your goals, no matter what life brings.

When I'm not working, I enjoy spending quality time with my wife, Taylor, and our daughter, Ember. We're always looking for fun weekend activities to give her the best life experiences. Outside of family time, we enjoy hiking, traveling, and unwinding on the beach -- each offering a perfect way to recharge.

Click here to schedule a complimentary meeting with me.

BroadFront specializes in working with high-net-worth individuals and families, including family offices. Our clients span a broad spectrum of professions and stages of life - from the accumulation to the distribution phase of retirement.

We also work collaboratively with attorneys, accountants, and other professionals to holistically address all of our clients' needs under one roof.

Get a free financial plan »

What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded each September, based on data within a 12-month period), with nearly 1.3 million clients and more than $300 billion assets under management (as of June 2025) — and prouder still of the trust clients place in us.

Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. Firms elect to participate but do not pay to be included in the ranking.

Get a free financial plan »

What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded each September, based on data within a 12-month period), with nearly 1.3 million clients and more than $300 billion assets under management (as of June 2025) — and prouder still of the trust clients place in us.

Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. Firms elect to participate but do not pay to be included in the ranking.

Get a free financial plan »

What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded each September, based on data within a 12-month period), with nearly 1.3 million clients and more than $300 billion assets under management (as of June 2025) — and prouder still of the trust clients place in us.

Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. Firms elect to participate but do not pay to be included in the ranking.

Get a free financial plan »

What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded each September, based on data within a 12-month period), with nearly 1.3 million clients and more than $300 billion assets under management (as of June 2025) — and prouder still of the trust clients place in us.

Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. Firms elect to participate but do not pay to be included in the ranking.

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.

Becoming a financial advisor helped me achieve two lifelong goals: helping others and pursuing a passion for personal finance. I proudly serve as a sounding board, educator, and expert advisor to my clients. Throughout the advisory process with my clients, I am involved in decisions about their career, business, and other personal matters. I am honored to do so, and never take my involvement in their lives for granted.

The biggest reward for me comes when I am able to see my clients meet their goals - helping their grandkids pay for college, maintaining their lifestyle during retirement, having the ability to travel, and more.

I have a Bachelors degree in Finance and Economics from Rutgers University and am married to my high school sweetheart. I enjoy traveling and spending time with family.

The story behind Independence Wealth

Removing the confusion from your wealth management plan We founded Independence Wealth out of a desire to help simplify both personal finances and the financial markets for our clients.

We are registered as fiduciary investment advisors and as such, are legally obligated to place our clients interests first and adhere to a high standard of professional competence.

Through transparent communication, education, and the independence to choose from a multitude of investment options and strategies, we develop simplified, customized, and comprehensive wealth management plans and solutions for our clients.

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.

To me, financial planning is personal.

It’s about more than numbers or investments — it’s about people’s lives, dreams, and well-being. I became a financial planner because I saw firsthand how powerful it is to have someone you value guiding you through life’s big decisions. Now, with over a decade of experience, it’s a privilege to be that person for others.

I’m here to listen, educate, and help you feel confident about your next steps. I believe in making planning approachable, honest, and tailored to your story. No judgment, no pressure — just thoughtful guidance that puts you first.

I hold a CFP® designation and am fully licensed to provide investment and insurance solutions, but what truly sets my work apart is my ability to make you see the full picture and plan accordingly.

Originally from Damascus, I now live in New Jersey with my husband and our two little ones, Leila and Jude. Being a mom has deepened my passion for helping families feel confident and supported. When I’m not working, I’m practicing yoga, traveling with my family, or diving into books on personal growth and financial innovation. I love creating space — for my clients and myself — to think clearly, dream big, and move forward with purpose.

If you’re looking for someone who will care about your life as much as your finances, I’d be honored to be part of your journey.

Phoenix Financial Group was founded in 2022, inspired by a transformative seminar we attended in Phoenix, Arizona. The symbolism of the phoenix bird - renowned for its strength, resilience, and ability to rise again - resonated deeply with us. This powerful metaphor perfectly encapsulates our dedication to helping clients navigate challenges and build a robust financial future.

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.

Pete is a Financial Advisor at RMR Wealth, with a planning-first mindset and a passion for helping individuals and families achieve financial clarity and confidence. As a CERTIFIED FINANCIAL PLANNER® professional, Pete focuses on organizing his clients' financial lives, educating them to make informed decisions, and guiding them toward long-term success.

Pete has been in financial services since 2002, through various roles at The Hartford, Sunlife Financial, CION Investments and Fisher Investments. He has been a CFP® professional since 2012 and will continue to build on a successful career built on trust, honesty, and helping others reach their goals. Pete's mission aligns with RMR's core philosophy: to make a positive difference in the lives of the clients we serve.

Outside of his work in financial planning, Pete is actively involved in his community as a youth hockey coach and a board member for the Harding Madison Ice Hockey Association. He lives in New Jersey with his wife and three children and enjoys playing hockey, golfing, and coaching kids' sports.

At RMR Wealth, our creative solutions can assist in getting your financial life on track. Our skilled advisors are here to help you establish and protect your financial future, from retirement savings to investment management.

With a firm intention of providing white-glove service to maintain a high level of client care, Bill Clinton, CFP^®, CIMA^®, CPWA^® engages with only 10-15 new clients each year. With this business model, every client receives a customized financial plan and personalized investment portfolio. He designs every plan to fit each client's unique situation and pinpoints their most important aspirations to help them pursue both short and long-term goals.

Bill focuses on two key niche markets - individuals close to and in retirement who are seeking income from their investments and busy corporate executives who have received various forms of compensation such as deferred compensation, Non-Qualified Stock Options (NQSO), and Restricted Units (RSU).

Time after time, people contact him to receive guidance on their investment accounts. They aren't sure when or how they will retire nor how much they will need to support their quality of life. By working together through a very detailed planning process, he provides a great sense of clarity surrounding all of their questions and concerns. It gives Bill a great sense of personal joy to reach the point where his clients are confident and excited about their financial future.

Bill graduated from Siena College and earned his Bachelor of Science in Finance. He has worked for some of the largest wealth and asset managers globally including Merrill Lynch and Barclays Capital. He taught the CIMA^® certification course at the Yale School of Management to help other financial professionals earn their designations.

As a perpetual student of the industry, Bill has earned many advanced designations and certifications. This focused pursuit of knowledge has helped him provide tremendous value to his wide array of clients as a Private Wealth Advisor. He earned his CFP^®, CERTIFIED FINANCIAL PLANNER^™ to enhance his knowledge in creating financial plans. To build upon his experience in creating investment portfolios, he became a Certified Investment Management Analyst, CIMA^®. Then, to build upon his professional skillset working with high-net-worth individuals and corporate executives, he became a Certified Private Wealth Advisor, CPWA. Both the CIMA^® and the CPWA were earned through the Yale School of Management and the Investments and Wealth Institute.

Bill resides in Chester NJ with his wife Ashlee, and sons Liam and Gavin. In his free time he enjoys spending time with his family and is a life-long NY Rangers fan.

At Riverstone Wealth Planners, our mission is to provide personalized, white-glove financial services that empower our clients to confidently pursue their financial goals.

We work closely with individuals nearing or in retirement, as well as corporate executives with complex compensation structures. Our financial plans are designed to address your specific needs and aspirations with clarity and confidence.

Through continuous education and a commitment to industry excellence, we strive to be trusted partners in every step of your financial journey. At Riverstone Wealth Planners, we believe in building lasting relationships grounded in trust, expertise, and exceptional service.