Find Top Financial Advisors in Marlton, New Jersey

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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.

Finding the Top Financial Advisor in Marlton, New Jersey
Last Updated - 23-Mar-2023

Marlton has 7 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 59 non-vetted advisors in your local area. These financial advisors in Marlton, New Jersey have an average of 25 years of experience.

NOTE: The list of financial advisors in Marlton, New Jersey mentioned below do 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 Marlton, New Jersey.

Qualified Financial Advisors in Marlton, New Jersey
Financial Advisor Experience AUM Minimum Assets Fee Structure
Michael Woloshin
40 N Main Street,
Medford, NJ 08055
38 $158 million Not Specified Fee-Based
Paul C. Koenig Jr.
1300 Route 73 Suite 314,
Mount Laurel, NJ 08054
13 $120,000,000 Not Specified Fee-Based
Andrew Rosen
2200 Concord Pike,
Suite 104,
Wilmington, DE 19803
22 $250000 Not Specified Fee-Based
Vanguard Personal Advisor Services
100 Vanguard Blv V26,
Malvern, PA 19355
Not Disclosed Not Specified Not Specified Fee-Based
Joseph Stephens
135 Michigan Avenue,
Absecon, NJ 08201
Not Disclosed Not Specified Not Specified Not Specified
Daniel Chen
12 Christopher Way,
Suite #200,
Eatontown, NJ 07724
28 $40mm 500k Fee-Based
Condor Capital Wealth Management
1973 Washington Valley Road,
Martinsville, NJ 08836
Not Disclosed 1,500,000,000 $500,000 Fee-Only

Information on Qualified Financial Advisors in Marlton

Qualifications CRD# 732640
Firm CRD# 132346
Series 65

Compensation/Fee Fee-Based

Office Location 40 N Main Street,
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.

About Woloshin Investment Management

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.

  • Review current investments — We conduct a review of the client’s current investment portfolio.

  • Outline financial objectives — Whether our clients want to focus on generating income for retirement or saving to sending their children to college, we work with them to outline realistic financial goals.

  • Identify investment opportunities — Once becoming a WIM client, we will identify appropriate investment opportunities and refine as needed. We conduct quarterly reviews with each client to discuss their portfolio’s performance and also identify any life changes that may impact their investment strategy.

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 CRD# 5253413
Firm CRD# 6413
Series 7, 66

Compensation/Fee Fee-Based

Office Location 1300 Route 73 Suite 314,
Mount Laurel,
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.

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 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# 4722997
Firm CRD# 123859
Series 6, 7, 63

Compensation/Fee Fee-Based, Based on Assets

Office Location 2200 Concord Pike,
Suite 104,
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.

About Diversified, LLC

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,
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.

About Vanguard Personal Advisor Services

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,
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.

About Allstate Financial

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 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,
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.

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.

Advisory Services Provided:

Portfolio Management, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Tax Advice and Services

Qualifications Firm CRD# 104920
Series 65

Compensation/Fee Fee-Only, Based on Assets

Office Location 1973 Washington Valley Road,
Phone Number 732-356-7323

About Condor Capital Wealth Management

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

Top Financial Advisor Firms in Marlton, New Jersey (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
525 Route 73n, Suite 312,
Marlton, NJ 8053
$1,635,847,359 2240 A percentage of AUM
Hourly charges
Fixed fees
10 E. Stow Rd. , Suite 200,
Marlton, NJ 8053
$1,324,317,155 3493 A percentage of AUM
270 N Elmwood Road , Suite H-160,
Marlton, NJ 8053
$360,285,675 524 A percentage of AUM
Hourly charges
Fixed fees
4 Eves Drive , Suite B100,
Marlton, NJ 8053
$294,600,000 515 A percentage of AUM
Fixed fees
5000 Sagemore Drive , Suite 102,
Marlton, NJ 8053
$176,942,000 456 A percentage of AUM
Hourly charges

    List of Additional Advisors in Marlton, New Jersey*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Anthony Capri
    Inquire with Anthony
    303 Lippincott Dr, Ste 300, Marlton, NJ  08053 856-489-2408
    Louis Laselva
    Inquire with Louis
    701A Route 73 S, Ste 405, Marlton, NJ  08053 856-797-0200
    Matthew J Fitzgerald
    Inquire with Matthew
    701A Route 73 S, Ste 405, Marlton, NJ  08053 856-797-0200
    Henry L Williams Jr
    Inquire with Henry
    525 Route 73 N, Ste 303, Marlton, NJ  08053 609-654-7400
    Laurel Oak Wealth Management Group
    Inquire with Laurel
    701A Route 73 S, Ste 405, Marlton, NJ  08053 856-797-0200
    Christopher J Heiser
    Inquire with Christopher
    701A Route 73 S, Ste 405, Marlton, NJ  08053 856-797-0200
    Thomas F Warner Jr
    Inquire with Thomas
    525 Route 73 N, Ste 303, Marlton, NJ  08053 609-654-7400
    Keith Radimer
    Inquire with Keith
    701A Route 73 S, Ste 405, Marlton, NJ  08053 856-797-0200
    Robert Esterman
    Inquire with Robert
    525 Route 73 N, Ste 215, Marlton, NJ  08053 856-334-5001
    Morgan Stanley Financial Advisors
    Inquire with Morgan
    303 Lippincott Dr, Ste 300, Marlton, NJ  08053 856-489-2400
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      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.

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      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?