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Qualifications of Financial Advisor in Mount Laurel

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Financial Advisors in Mount Laurel, New Jersey
Financial Advisor Office Location Phone Number
Paul C. Koenig Jr.
Integrated Financial Partners
1300 Route 73 Suite 314,
Mount Laurel, NJ  08054
(856) 291-0142
Stephen Cicali
Edelman Financial Engines, LLC
484 E. Evesham Rd.,
Cherry Hill, NJ  08003
(856) 795-7900
Eric Nelson
Independence Wealth
221 Laurel Road, Suite 180,
Voorhees, NJ  08043
(856) 229-9295
Steve DeCesare, CFP®
DeCesare Retirement Specialists
1515 Market Street,
Philadelphia, PA  19102
(856) 235-3830
Scott Bombeck, CFP®
Acanthus Associates
211 Lazaretto Rd,
Prospect Park, PA  19076
(877) 956-7526
Nick Filippo
Tower Bridge Advisors
101 West Elm Street, Suite 355,
Conshohocken, PA  19428
(610) 260-2222
Zach Fletcher
Edelman Financial Engines, LLC
600 West Germantown Pike,
Plymouth Meeting, PA  19462
(610) 239-8323
Joan Greenspon
Edelman Financial Engines, LLC
100 Front Street,
West Conshohocken, PA  19428
(484) 534-3046
Mike Weber CFP®
Bluesphere Advisors LLC
2108 Dekalb Pike,,
Norristown, PA  19401
(610) 277-1515
Zach Fletcher
Edelman Financial Engines, LLC
225 Wilmington West Chester Pike,
Chadds Ford, PA  19317
(610) 239-8323
Daniel Chen
DC Strategies, Integrated Wealth Mgt.
12 Christopher Way,
Eatontown, NJ  07724
(732) 982-2170
Harry Berman
Edelman Financial Engines, LLC
1275 Glenlivet Dr. Suite 100,
Allentown, PA  18106
(484) 224-3056

Information on Qualified Financial Advisors in Mount Laurel

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 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# 2371993
FirmCRD# 104510
Series 7, 9, 10, 63, 65

Compensation/Fee Fee Based Only - No Commissions


Office Location 484 E. Evesham Rd.,
Suite 5,
Cherry Hill,
NJ 
08003
Phone Number (856) 7957900

Joined Edelman 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 Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Office Location 221 Laurel Road, Suite 180,
Two Echelon Plaza,
Voorhees,
NJ 
08043
Phone Number (856) 2299295

Eric Nelson founded Independence Wealth out of a desire to help simplify personal finance and the financial markets, making them easier for his clients to understand. Becoming a financial advisor helped him achieve two lifelong goals: helping others and pursuing his passion for personal finance. Erics clients appreciate the fact that he is always there for them. Through the process of advising them about their finances, he also becomes involved in decisions about their career moves, family matters, and other personal decisions. He is honored to do so and takes his involvement in their lives very seriously. The biggest reward for him comes when he is able to see clients meet their goals: helping their grandkids pay for college, maintaining their lifestyle during retirement, having the ability to travel and so on. Whatever your financial goals may be, he is here to help. Eric earned a degree in Finance and Economics from Rutgers University. Married to his high school sweetheart, JoAnn, he enjoys spending time with his family and traveling.

About Independence Wealth



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 specialists, Steve DeCesare, CFP®, is a second-generation Certified Financial Planner® professional 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 LLC. 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, 2017, and 2018 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 Planning, 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.



Qualifications CRD# 3042556
FirmCRD# 2882
Series 6, 7, 63, 65

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


Office Location 211 Lazaretto Rd,
Suite 9F,
Prospect Park,
PA 
19076
Phone Number (877) 9567526

About Acanthus Associates

Acanthus Associates is a client-focused financial services firm providing wealth protection strategies, asset management and financial and estate planning to individuals and businesses. Our core belief is to provide the best advice we possibly can to our valued clients. As we are an independent firm we are not influenced or limited to using proprietary financial products by a parent company.



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 Fee Based Only - No Commissions


Office Location 600 West Germantown Pike,
Suite 100,
Plymouth Meeting,
PA 
19462
Phone Number (610) 2398323

Joined Edelman 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 Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 5208549
FirmCRD# 104510
Series 7, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 100 Front Street,
Suite 1375,
West Conshohocken,
PA 
19428
Phone Number (484) 5343046

Joined Edelman Financial Engines in 2014. Began her career in the financial services industry in 2006. Earned the Certified Financial Planner certification(s). Bachelor's degree in Political Science from Gettysburg College.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high- touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



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# 5742628
FirmCRD# 104510
Series 7, 63, 65

Compensation/Fee Fee Based Only - No Commissions


Office Location 225 Wilmington West Chester Pike,
Suite 200,
Chadds Ford,
PA 
19317
Phone Number (610) 2398323

Joined Edelman 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 Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 1183323
Series 6, 7, 24, 63 Investment Advisor Representative

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


Office Location 12 Christopher Way,
Suite #200,
Eatontown,
NJ 
07724
Phone Number (732) 9822170

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.



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

Compensation/Fee Fee Based Only - No Commissions


Office Location 1275 Glenlivet Dr. Suite 100,
Allentown,
PA 
18106
Phone Number (484) 2243056

Joined Edelman 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 Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



List of Additional Financial Advisors in or around Mount Laurel, New Jersey
Ameriprise Financial Services, Inc. Mount Laurel, NJ
AXA Advisors, LLC Marlton, NJ
Mutual Of Omaha Marlton, NJ
UBS Financial Services Marlton, NJ

Select other cities around Mount Laurel, New Jersey to broaden your search for a financial advisor