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Financial Advisors in Haddonfield, New Jersey
Financial Advisor Office Location Phone Number
Greg Hart, CFP®,
Haddon Wealth Management
2 Kings Highway West,
Haddonfield, NJ  08033
(856) 528-4526
Stephen Cicali,
Financial Engines Advisors, LLC
484 E. Evesham Rd.,
Cherry Hill, NJ  08003
(856) 795-7900
Paul C. Koenig Jr.,
Integrated Financial Partners
1300 Route 73 Suite 314,
Mount Laurel, NJ  08054
(856) 291-0142
Steve DeCesare, CFP®,
DeCesare Retirement Specialists
1515 Market Street,
Philadelphia, PA  19102
(856) 235-3830
Nick Filippo,
Tower Bridge Advisors
101 West Elm Street, Suite 355,
Conshohocken, PA  19428
(610) 260-2222
Zach Fletcher,
Financial Engines Advisors, LLC
600 West Germantown Pike,
Plymouth Meeting, PA  19462
(610) 239-8323
Mike Weber CFP®,
Bluesphere Advisors LLC
2108 Dekalb Pike,,
Norristown, PA  19401
(610) 277-1515
Peter F. Gaertner, CFP, CDFA, MBA,
Affinity Wealth Management
1702 Lovering Ave,
Wilmington, DE  19806
(302) 254-6121
Zach Fletcher,
Financial Engines Advisors, LLC
225 Wilmington West Chester Pike,
Chadds Ford, PA  19317
(610) 239-8323
Harry Berman,
Financial Engines Advisors, LLC
1275 Glenlivet Dr. Suite 100,
Allentown, PA  18106
(484) 224-3056

Information on Qualified Financial Advisors in Haddonfield

Qualifications CRD# 2178458

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


Office Location 2 Kings Highway West,
Suite 201,
Haddonfield,
NJ 
08033

Phone Number (856) 5284526

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

About Haddon Wealth Management

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



Qualifications CRD# 3138276
FirmCRD# 104510
Series 7, 9, 10, 63, 65

Compensation/Fee I am a Fee-Based financial professional


Office Location 484 E. Evesham Rd.,
Suite 5,
Cherry Hill,
NJ 
08003

Phone Number (856) 7957900

Joined 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 Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 5253413
Series 7, 66


Office Location 1300 Route 73 Suite 314,
Mount Laurel,
NJ 
08054

Phone Number (856) 2910142

Paul Koenig is a Financial Planner with Integrated Financial Partners, Inc. (IFP). Along with his team of advisors, he takes an independent, comprehensive and objective approach to financial planning to help ensure that your goals, objectives and risk tolerance are properly considered and managed. This process includes an evaluation of retirement, risk management, investments, education funding, asset protection strategies, and legacy planning. It is through this process that he can help identify what is most important to his clients so that financial tools and resources can be properly aligned with their goals, despite personal lifestyle changes and external economic factors. Paul helps clients build wealth and position their investments properly through the use of tax-advantaged products and strategies. Paul has committed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when taking care of clients. Paul can provide advice and direction so you can make the most informed decisions. Paul and his team are able to provide strategies that can help you: • Build your nest egg • Enjoy a comfortable retirement • Protect your family from financial emergencies • Leave a legacy to your heirs or your favorite charities • Fund your children's or your grandchildren's education Paul was listed in New Jersey Monthly and Philadelphia Magazine as a Five Star Wealth Manager. Paul is involved in his community including the American Red Cross, Habitat for Humanity and other worthwhile charities. An avid outdoorsmoutdoorsman, Paul believes in physical as well as fiscal fitness.

About Integrated Financial Partners

Financial Planning is not a do-it-yourself project. In today's complex world it takes diligence, research, careful consideration and the help of an experienced professional to help you achieve the retirement you deserve and have worked so hard to attain. As a CERTIFIED FINANCIAL PLANNERâ?¢ professional, I can be objective about your financial situation and this is vital in order to help you gain perspective and confidence in your financial future. A completely confidential Financial Second Opinion is the logical first step on your road to retirement. The number one financial worry is not having enough money to retire. Do you know how much you need? Did you allocate it properly and prudently? Do you know what assets to spend first? This is where I can help. Along with clarity, I can provide prudent strategies and solutions to help you meet your needs and lifestyle goals. I'll provide a customized plan developed through a comprehensive process and I will work with you to see that it is implemented properly.You'll be in a position to make informed decisions for your future. Recognized as one of the largest and most successful independent financial services organizations in the country; Integrated Financial Partners (IFP) specializes in coordinating with all of our clientsâ?? other advisors to ensure collaboration in all aspects of their financial lives.




Qualifications CRD# 2738353
FirmCRD# 121458
Series 7, 63, 65

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


Office Location 1515 Market Street,
Suite 1200,
Philadelphia,
PA 
19102

Phone Number (856) 2353830

About Our Founder Planning. Protecting. Preserving your retirement. One of Philadelphia’s leading retirement transition specialist, Steve DeCesare, CFP®, is a second-generation Certified Financial Planner™ who has spent the last decade of his career helping professionals transition into retirement with financial confidence. His multi-disciplinary planning approach works to ensure that the investment, income, tax and estate strategies are in place to achieve each of his client’s financial and lifestyle goals for retirement. Steve specializes in offering guidance to corporate employees regarding their company sponsored retirement plans such as 401(k)s and pensions. He also advises on rollovers to and investment decisions within Individual Retirement Accounts (IRAs). Additionally, he helps employees who are facing workplace transition with the critical decisions and financial plan adjustments that need to be made to help ensure a smooth progression of their financial life as they enter into their next job or retirement. Steve is a CERTIFIED FINANCIAL PLANNER™ professional and Investment Advisor Representative of DeCesare Retirement Specialists a Registered Investment Advisor, a Registered Representative under Triad Advisors. He is also life and health insurance licensed in the states of New Jersey and Pennsylvania. Steve is a member of the Financial Planning Association (FPA) and a recipient of the 2012, 2013, 2014, 2015, 2016, and 2017 Five Star Wealth Manager Award. As a financial resource, Steve has been quoted in numerous media outlets including USA Today, Money, Washington Post, The Wall Street Journal, and Bankrate.

About DeCesare Retirement Specialists

Other office location: 10,000 Lincoln Dr. E Ste 201 Marlton, NJ 08053. DeCesare Retirement Specialists is dedicated to providing a systematic,comprehensive, and a client-centric approach to financial planning. We are committed to helping you achieve your financial goals so that your savings can provide for your and your loved ones throughout retirement and thereafter. Our services include (but are not limited to): • Retirement Planning • Investment Management • Financial Planning • E-Bridge Tracking Financial Software • Insurance Needs • Tax Planning • Estate Planning DeCesare Retirement Specialists is an independent wealth management and retirement planning firm dedicated to helping make your life’s hard work, work hard for you in retirement. Whether you are just beginning on the road to creating wealth, ready to cross over from the working years to the retirement years, or if you are already retired – we can help. Let DeCesare Retirement Specialists help you transition from work through life.



Office Location 101 West Elm Street, Suite 355,
Conshohocken,
PA 
19428

Phone Number (610) 2602222

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. From a client service standpoint, we make ourselves available for phone calls and in person meetings as frequently as desired. Our clients appreciate talking directly to the person who manages their account, not a marketing person or an intermediary. Our team of experienced administrators also reach out to our clients to ensure proper management of all administrative details of their accounts.

About Tower Bridge Advisors

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 monthly webinars to provide additional insights into the markets and our thought process. 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.



Qualifications CRD# 5742628
FirmCRD# 104510
Series 7, 63, 65

Compensation/Fee I am a Fee-Based financial professional


Office Location 600 West Germantown Pike,
Suite 100,
Plymouth Meeting,
PA 
19462

Phone Number (610) 2398323

Joined 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 Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 4970493
FirmCRD# 283972

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


Office Location 2108 Dekalb Pike,,
Norristown,
PA 
19401

Phone Number (610) 2771515

Michael holds the following qualifications: Certified Financial Planner (CFP) Bachelor of Science Economics, Penn State University Michael has been in this industry for over 10 years. Michael is married to wife Kate and they live in Bridgeport, PA with their son Jake and American bulldog Hank. Michael is passionate about golfing, fishing and cooking.

About Bluesphere Advisors LLC

We act as Fiduciary to our clients. We bring our knowledge and experience to work with our clients in their investment and financial decision making process. Core fundamental research and an understanding of global financial and economic conditions drives our investment management process. In depth financial planning process helps us understand the nuances of our client's financial situation and design an explicit financial plan that meets client needs and expectations. Our hands on implementation processes ensures thorough execution that meets client expectations. Most importantly we are constantly evolving to stay on top of the investment advisory industry.




Qualifications CRD# 5715758
FirmCRD# 105840
Series 7, 63

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


Office Location 1702 Lovering Ave,
Wilmington,
DE 
19806

Phone Number (302) 2546121

Peter has been working in the financial services industry since 2008 and joined Affinity Wealth Management in 2013. He previously worked with Advisers as an Outside Portfolio Manager at J.P. Morgan Private Bank and later moved into a role as a Client Service Associate and swiftly was promoted to Senior Associate. In this position, he was the primary point of contact for select Private Banking clients and helped facilitate an exceptional client experience across available banking and financial service products and services.  Peter, a native of Berlin, Germany, is a CERTIFIED FINANCIAL PLANNER® practitioner, Certified Divorce Financial Analyst® and has active Life and Fixed Annuity/Variable Annuity insurance licenses. He is an adjunct professor for Financial Planning at the Delaware State University where he teaches Retirement Planning and Estate Planning. He has also taught retirement readiness courses at the University of Delaware Lifelong Learning center and has visited correctional institutions to educate the inmates on basic financial planning concepts. He is an active member of the Financial Planning Association and the Caesar Rodney Rotary Club in Wilmington. He earned an MBA and a Bachelor of Science in Finance and Banking from the Delaware State University, where he also served as the Football team's place kicker during his studies. He currently resides in North Wilmington with his wife, Erin, and his two sons, Benjamin and Cole. During his free time, he enjoys golf, tennis, skiing and fantasy football.

About Affinity Wealth Management

Affinity Wealth Management, LLC is a full service, independent Wealth Management firm that has been serving successful individuals, their families, and small businesses since 1974. Our core values are Clients' interests first, Curiosity in learning and thinking out of the box, Commitment to anticipating changes, Compassion for our clients and their specific circumstances, Collaboration with other professionals and Community service. What makes us different is our disciplined process when it comes to helping our clients. As a prospective client, your advisor will spend the first meeting completing our Discovery Meeting process during which you will learn a lot about AWM and your potential advisor. At the same time, it allows for us to get to know you, your financial goals and hopes for the future to determine whether there could be a fit and we can add value to your situation. Once mutual interest has been confirmed, an investment plan meeting will be scheduled to review your current situation and come up with a financial strategy as recommend by a CERTIFIED FINANCIAL PLANNER specialist going forward. Our goal is to make the sometimes overwhelming and complex process of full- service financial planning as simple as possible for our clients and offer a truly unmatched experience doing it.



Qualifications CRD# 5742628
FirmCRD# 104510
Series 7, 63, 65

Compensation/Fee I am a Fee-Based financial professional


Office Location 225 Wilmington West Chester Pike,
Suite 200,
Chadds Ford,
PA 
19317

Phone Number (610) 2398323

Joined 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 Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



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

Compensation/Fee I am a Fee-Based financial professional


Office Location 1275 Glenlivet Dr. Suite 100,
Allentown,
PA 
18106

Phone Number (484) 2243056

Joined 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 Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



List of Additional Financial Advisors in or around Haddonfield, New Jersey
Future Financial Planners Cherry Hill, NJ
Capital Planning Associates of the Greater Delaware Valley, Inc. Collingswood, NJ
Lincoln Financial Advisors Cherry Hill, NJ
Lincoln Financial Advisors Corp. Cherry Hill, NJ
TMS Financial Associates, Inc Runnemede, NJ
LPL Financial Mount Laurel, NJ

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