Find Top Financial Advisors in Morristown, New Jersey

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.

Cliff is on a mission to bring flat fee financial planning to more households. He lives in Denville, NJ, and has his office in the neighboring town of Parsippany. As a Certified Financial Planner" (CFP®) and Enrolled Agent (EA) with nearly a decade of experience at top firms, he saw how the 1% asset management model quietly erodes wealth. That's why he launched a modern practice built on flat fees saving clients $100,000 to $1 million+ over their investment lifetime.

Cliff saw how financial advising was done at an early age when he was in high school. His mother became a widow when he was a senior, and his sister was a freshman. His father was the sole earner in the house and after his passing it was a tough financial time. He learned the confidence his mother gained from having an advisor but also learned the costs not only of high fees but also poor advice. A flat fee structure eliminates many conflicts of interest, such as commission-based products or percentage-based fees, when there might be more suitable options. He believes financial advice is important to help individuals make big life decisions, but currently most of the industry does not utilize a flat fee model and still views advisors as salesmen rather than planners. This results in clients feeling they are being sold to rather than planned for. That's why his fees are transparent and easy to understand, since it is important to know you are getting what you paid for. He is bringing a new style of planning based around transparency and a holistic approach to financial planning not based upon product sales.

High Touch Financial Planning is a flat-fee firm that does not charge commissions or percentage-based fees. Our pricing is built around the services you receive, not the size of your portfolio. We act as a fiduciary at all times, and our advice is never influenced by product sales or asset-based compensation. We charge a simple monthly fee so every conversation is focused on your life and your goals never a sales pitch. You receive year-round access to planning support, along with low-cost, evidence-based investment methods designed to keep more of your money working for you. Our mission is to make financial planning feel clear, supportive, and transparent.

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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 September 2025, based on prior 12-month data through June 30), with nearly 1.25 million clients and more than $314 billion assets under management (as of March 31, 2026) — and prouder still of the trust clients place in us.

The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.

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.

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.

John Bruggemann is a Senior Wealth Advisor with ACM Wealth, where he empowers individuals and families to achieve financial security through personalized financial planning, strategic investment, and ongoing education. With 26 years as a Wall Street senior equity trader and over two decades teaching economics and finance, John offers clients unparalleled market insights, demystifying today's complex financial landscape.

Before joining ACM Wealth in March 2015, John held various roles in institutional equity trading, from the floor of the New York Stock Exchange to trading desks across Wall Street. In 2012, he joined AXA Advisors, where he spent more than two years building a financial planning practice.

John graduated from Manhattan College with a degree in Finance and Economics and earned his MBA at Fordham University Graduate School of Business Administration. He passed the Series 65 exam and holds the CERTIFIED FINANCIAL PLANNER^™ certificate. He is also an adjunct professor of economics and finance at Ramapo College of New Jersey.

By leveraging his extensive experience in the financial services industry, John helps his clients make sound financial decisions that prioritize their future goals, all while upholding the highest level of integrity and trust.

ACM Wealth is the wealth planning team of Advisors Capital Management (ACM). ACM was formed under the principles that each client deserves inexpensive, tax efficient, customized and transparent portfolios. As importantly, these portfolios should work seamlessly with a clients ongoing financial plan.

The firms partners come from backgrounds in both investment management and financial planning and we have built experienced teams in each of these disciplines. As a fiduciary, all of our investment and wealth planning decisions are made in the best interest of our clients.

Our investment and wealth services are all-inclusive in an annual fee. Client can choose to have their accounts at independent custodians Fidelity Investments or Charles Schwab.

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".

William Romero has been a leader in Wealth Management and the Financial Services Industry for 2 decades. He began his career at JPMorgan and for almost a decade lead as a Market Director for their Private Client Group. Leading large teams of financial professionals in both Southern California and New York, William also had oversight of their International Division. In addition, he was Vice President for AXA Advisors and a Top Partner at New York Life (2017). William led the start and growth to $1 Billion as an SVP of an Ameriprise office. William puts people first and is passionate about helping resolve problems. His experience and track record of success led him to a Senior Vice President/Partnership role at Iron Birch Advisors a platinum Financial Advisory firm of Ameriprise Financial before joining Spartan Capital LLC. His inspiration comes from giving back to the community and helping educate families that traditionally do not have access to financial literacy. Wiliam is passionate about helping people achieve their goals and is committed to being an advocate and trusted resource for each client.

Outside of his career in wealth management, William is also the 2-time President for the National Association of Hispanic Real Estate Professionals Queens NY, the largest Latino Trade Organization in the world. He is also an active speaker for ALPFA NY, the former President of PorColombia New York and a Board Member of Mindot, an educational non-profit. He's also a proud supporting sponsor of the FDNY Hispanic Society.

William received his BBA in Finance at Baruch College in New York City and holds his Series 7, 9, 10, 66, 63, 52, 53 and 24 securities registrations.

We're committed to helping you achieve your financial goals. As a leading independent broker-dealer and registered investment adviser, we understand that quality investment products, advice, and services are critical elements to successful investing.

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.

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.

At Leeb Capital Management, we believe successful investing requires more than simply following the market it requires anticipating the macroeconomic, geopolitical, and sector trends that shape it.

Since 1999, our firm has combined disciplined portfolio management with deep macro research to help individuals and institutions pursue long-term capital appreciation and risk-adjusted returns.

Leeb Capital Managements Investment Committee is comprised of an impressive duo of talented investment professionals. Led by renowned economist and author Stephen Leeb, the firm has remained disciplined, stable, and focused on delivering long-term investment results through multiple market cycles.

Our investment process blends top-down macro analysis with bottom-up security selection, focusing on dominant companies, resource opportunities, and long-term structural trends often overlooked by Wall Street.

We provide customized portfolio management tailored to each client's objectives, liquidity needs, and risk tolerance with transparent communication and ongoing portfolio reviews at the center of every relationship.

Whether clients seek growth, income, or exposure to long-term global resource and energy trends, Leeb Capital Management delivers research-driven investment strategies backed by decades of market experience and independent thinking.

Farther is a first-of-its-kind wealth management platform that combines the benefits of modern technology with the expertise and human touch of traditional wealth management. Backed by Bessemer Venture Partners, Context Ventures, Cota Capital, and Moneta Venture Capital, Farther caters to high-net-worth professionals who are building generational wealth and need a more holistic approach to managing their money. While there are more financial products and tools available than ever, until Farther, no solution delivered both a beautiful, well-designed technology experience and a solution to handle the complex and multifaceted nature of significant wealth.

Retirable specializes in retirement planning and income strategies to help client spend their retirements with more. Our mission is to provide everyone with financial stability and lasting peace of mind through clear, approachable, professional advice. To start, we're helping U.S. pre-retirees find their way to the futures they deserve.

We take a holistic planning approach across all your needs, including lifestyle, healthcare, and housing, with a primary focus on providing reliable retirement income each month that's designed to make your savings last. We specialize in helping clients start planning for retirement, transition into retirement, and live comfortably and confidently through retirement.

As a client, you'll receive:

- A dedicated financial advisor helping out every step of the way

- A dynamic retirement plan, designed by your advisor

- Guidance at every step of your retirement journey: from Social Security to healthcare to taxes

- A safe to spend income plan designed to make your savings last

We are a nationally registered investment advisory firm and all advisors are licensed fiduciaries, meaning we are held to a higher standard to only make recommendations with your best interests in mind.

If you're interested in learning more, please enter your contact information using the blue button below, and one of our licensed advisors will reach out soon to schedule your free retirement consultation to better understand how we can help. Thanks for your interest in Retirable!

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. Because circumstances change, I believe it is essential to regularly review and adjust your plan to ensure it continues to reflect your evolving needs and priorities.

This client first philosophy and commitment to professional excellence were recognized when I was named a 2026 Five Star Manager by New Jersey Monthly magazine.

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.

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.

Rob joined Gladstone with a passion for helping individuals and families work toward achieving financial confidence, and brings years of experience in wealth planning and investment management.

Rob earned his bachelors in Finance from Rider University and began his career in the industry at Merrill Lynch. From there he joined Fidelity Investments, working with hundreds of clients to develop retirement strategies and personalized investment plans. During the summer of 2023, Rob met the requirements to obtain the CERTIFIED FINANCIAL PLANNER® designation, further deepening his expertise in comprehensive financial planning.

Rob's approach is rooted in collaboration, transparency, and long-term strategy. He believes that a strong financial plan is built on more than just numbers- it should incorporate each client's unique goals, values, and aspirations. Whether it's preparing for retirement, navigating market conditions, or planning for future generations, Rob is committed to providing clear guidance and tailored strategies to help clients make well informed decisions.

Rob lives in Bordentown with his fiancée, Gina, and their corgi, Ernie. In his free time Rob enjoys fitness and wellness, cooking, adding to his sports card collection, and spending quality time with family.

Securities offered through LPL Financial, Member FINRA/SIPC. Advisory services offered through Gladstone Institutional Advisory, LLC, a registered investment advisor. Gladstone Wealth Partners and Gladstone Institutional Advisory are separate entities from LPL Financial.

Our mission to our clients is to provide a holistic approach to financial planning and a high level of service so they can prioritize and pursue their life-long financial goals. We foster professional relationships based on uncompromising integrity, trust and personalized service.

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.