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Find Top Financial Advisors in Princeton, New Jersey

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 Princeton, New Jersey

Last Updated - February 25, 2024

Princeton has 14 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Princeton, New Jersey have an average of 23 years of experience.

NOTE: The list of vetted financial advisors in Princeton, New Jersey mentioned below does 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 Princeton, New Jersey.

Qualified Financial Advisors in Princeton, New Jersey

Financial Advisor Experience AUM Minimum Assets Fee Structure
Peter Gellman
PALMERSTON GROUP ADVISORS, LLC
320 Raritan Avenue, Suite 302,
Highland Park, NJ 08904
12 Years Not Specified $400,000 Fee-Based
Condor Capital Wealth Management
CFP®, CIMA®, EA, CFA®, CDFA®
1973 Washington Valley Road,
Martinsville, NJ 08836
Not Disclosed $1,500,000,000 $500,000 Fee-Only
Daniel Chen
DC STRATEGIES, INTEGRATED WEALTH MGT.
12 Christopher Way,
Suite #200,
Eatontown, NJ 07724
28 Years $0 $0 Fee-Based
Paul C. Koenig Jr.
CFP®, RFC®, CRPC®, ChFC®
INTEGRATED FINANCIAL PARTNERS
1300 Route 73 Suite 314,
Mount Laurel, NJ 08054
13 Years $120,000,000 Not Specified Fee-Based
EPA Financial Services Corp
2040 US Highway 9,
Toms River, NJ 08755
17 Years Not Specified $100,000 Fee-Based
Jim Bernstein
QEX ASSET MANAGEMENT
375 Mckinley Ave,
Bayville, NJ 08721
39 Years Not Specified $50,000 Fee-Only
Frank Lepore
BLEAKLEY FINANCIAL GROUP
100 Passaic Avenue,
Suite 300,
Fairfield, NJ 07004
21 Years Not Specified $250,000 Fee-Based
Michael Klein
CFP®
BLEAKLEY FINANCIAL GROUP
100 Passaic Ave,
Suite 300,
Fairfield, NJ 07004
12 Years $250,000,000 $250,000 Fee-Based
Farther, LLC
Four World Trade Center,
150 Greenwich St, Ste 2946,
New York, NY 10007
Not Disclosed Not Specified $500,000 Not Specified
Altfest Personal Wealth Management
CPA, CFP®, CFA®, ChFC®
445 Park Avenue,
6th Floor,
New York, NY 10022
Not Disclosed $1,500,000,000 $1,000,000 Fee-Only
HIGHLAND Financial Advisors, LLC
RLP ®, CFP®, AIF®
1680 Route 23 N,
Suite 210,
Wayne, NJ 07470
27 Years $460,000,000 $1,000,000 Fee-Only
Limerick Financial Group, LLC.
BCA, BCM, CDS,CES, CIS, CSS, CTS, CAS, RFC®, MSFS, BCE, CFS
675 N. Lewis Rd.,
Limerick, PA 19468
40 Years $5,800,000,000 $500,000 Fee-Only
Vanguard Personal Advisor
100 Vanguard Blv V26,
Malvern, PA 19355
Not Disclosed Not Specified Not Specified Fee-Based
Andrew Rosen
CFP®
DIVERSIFIED, LLC
3705 Concord Pike,
Wilmington, DE 19803
22 Years $250,000 $250,000 Fee-Based

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Information on Qualified Financial Advisors in Princeton, New Jersey

Qualifications CRD# 4716523
Firm CRD# 128733
Series 66

Compensation/Fee Fee-Based, Flat Fee, Based on Assets


Office Location 320 Raritan Avenue, Suite 302,
Highland Park,
NJ
08904
Phone Number 732-248-5777

Peter Gellman is the Managing Member of Palmerston Group Advisors, L.L.C. Founded in 1997, Palmerston Group provides independent, unbiased financial and investment advisory services based on fundamental analysis and margin of safety principles.
Peter Gellman has worked as a teacher, analyst, and advisor. Before starting Palmerston, he taught at Oxford as a member of its international relations faculty, as well as at Princeton, where he was Research Fellow and Lecturer in the Woodrow Wilson School of Public and International Affairs. He holds a law degree as well as a Ph.D. in international relations.

About Palmerston Group Advisors, LLC

Palmerston Group Advisors, LLC

Palmerston Group Advisors, a firm best known for its Margin of Safety discipline, built its strategy only after carefully studying the best in the business. Consider: 1. Few fund managers have genuinely market-beating records of ten or more years. 2. Most of this elite group uses a version of Margin of Safety, the skill of buying assets when "on sale" at a deep discount to their true value. Most excel in bear markets. 3. Few advisors strategically focus on these top managers or their investment ideas when creating client portfolios. Nor do many independent firms focus on these managers when offering allocation advice. In contrast, Palmerston sees these top managers as a huge asset for our clients. We start with what works best, and thus use Margin of Safety for all clients. For client portfolios, we use the ideas and often the (no-load) funds of managers with proven, profitable records.


Qualifications Firm CRD# 104920
Series 65

Compensation/Fee Fee-Only, Based on Assets


Office Location 1973 Washington Valley Road,
Martinsville,
NJ
08836
Phone Number 732-356-7323

About Condor Capital Wealth Management

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


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,
Eatontown,
NJ
07724
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.

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 CRD# 5253413
Firm CRD# 6413
Series 7, 66

Compensation/Fee Fee-Based


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

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# 4714003
Firm CRD# 8032
Series 6, 7, 24, 63, 65

Compensation/Fee Fee-Based, Commissions, Based on Assets


Office Location 2040 US Highway 9,
Toms River,
NJ
08755
Phone Number 732-286-1000

About EPA Financial Services Corp

EPA Financial Services Corp

EPA Financial Services is one of the oldest financial services firms in Ocean County. EPA Financial Services was started in 1977 by Bob Richards and his wife, Jeanne, and together they developed a distinct style of financial services. When they started EPA Financial Services both Bob and Jeanne had envisioned the office to be a family-atmosphere office, where staff and clients alike could feel like they were at home and among people they knew. Since 1977, Bob has developed EPA Financial Services into a financial planning-based practice where the advisors offer a wide range of services, but much of it is based on the principles of financial planning. Along with his daughter Heather, who is also an advisor, Bob enjoys researching investments, the markets, and the economy. Heather now runs EPA Financial Services and continues to have the same vision for EPA Financial as her father and mother had all those years ago.

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, Insurance Products & Annuities


Qualifications CRD# 1673790
Firm CRD# 325326
Series 65

Compensation/Fee Fee-Only, Based on Assets


Office Location 375 Mckinley Ave,
Bayville,
NJ
08721
Phone Number 609-848-8408

Jim is a seasoned capital markets expert with nearly 40 years of comprehensive experience in trading, risk management, and investment strategy development. Before founding QEX Asset Management, from 2016 to 2022, Jim served as the Head Trader at an investment advisory firm in Menlo Park, CA, where he successfully managed all trading activities, trade monitoring, and risk management. His role was critical in developing and implementing systematic investment strategies and participating as a member of the portfolio committee. Earlier, Jim owned and operated Windsor Financial Advisors in Princeton, NJ, from 1995 to 2015 where he provided specialized investment modeling research, developing systematic trading models employing ETFs, OEFs, Treasury bond futures, and options. His clientele included individual customers as well as institutions including a publicly traded mutual fund currently ranked 5 stars by Morningstar. Jim's early career includes notable positions on Wall Street as a Government Bond Trader at an international hedge fund, an institutional bond broker and as a financial futures salesman. In these roles, Jim honed his quantitative skills in trading US Treasury Bonds, futures and basis as well as Eurodollar curve futures and options to an elite group of institutional clients.

About QEX Asset Management

QEX Asset Management

QEX is a systematic investing firm that uses a disciplined and rule-based approach to financial markets. Investment decisions are guided by predefined strategies and algorithms rather than human intuition. This method relies on the systematic application of quantitative models and statistical analysis to identify and exploit patterns, trends, and anomalies within the market. The goal of systematic investing is to remove emotional biases and subjectivity from decision-making, relying instead on empirical data and historical patterns to inform investment choices.

Advisory Services Provided:

Portfolio Management, Wealth Management, Money Management, Risk Management, Investment Advice & Management


Qualifications CRD# 4695659
Firm CRD# 318366
Series 6, 7, 65, 66

Compensation/Fee Fee-Based, Flat Fee


Office Location 100 Passaic Avenue,
Suite 300,
Fairfield,
NJ
07004
Phone Number 973-244-4237

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.

About Bleakley Financial Group

Bleakley Financial Group

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.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities


Qualifications CRD# 6281153
Firm CRD# 318366
Series 7, 66

Compensation/Fee Fee-Based, Flat Fee, Based on Assets


Office Location 100 Passaic Ave,
Suite 300,
Fairfield,
NJ
07004
Phone Number 973-575-4180

Mike is a financial advisor at Bleakley Financial Group. He provides personalized wealth management solutions for individuals, families, business owners, foundations and entrepreneurs. He also provides integrated planning and investment strategies, including tax and estate planning, risk management and retirement planning, to help grow and protect clients wealth. Mike is a graduate of Mount Saint Mary College & joined the firm in 2012. He has worked in numerous capacities at the firm, starting with an internship while he was still attending college, to joining the firm full time as an investment analyst upon graduation, & currently as a financial advisor. This has helped him develop a core understanding of the planning process and all of its elements. Mike is an avid fitness enthusiast and sports fan. He is a CERTIFIED FINANCIAL PLANNER (CFP®) and holds the FINRA Series 7 & Series 66 registrations through LPL Financial, as well as life and health insurance licenses. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

About Bleakley Financial Group

Bleakley Financial Group

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. 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.

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, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications Firm CRD# 302050

Compensation/Fee Based on Assets


Office Location Four World Trade Center,
150 Greenwich St, Ste 2946,
New York,
NY
10007
Phone Number 720-744-2145

About Farther, LLC

Farther, LLC

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.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management


Qualifications Firm CRD# 110130
Series 65, 66

Compensation/Fee Fee-Only, Based on Assets


Office Location 445 Park Avenue,
6th Floor,
New York,
NY
10022
Phone Number 212-796-8732

About Altfest Personal Wealth Management

Altfest Personal Wealth Management

With nearly four decades of experience, including recognition by Barron's, Forbes, the Financial Times and Bloomberg, our team has the expertise and the passion to successfully guide our clients' portfolios through a myriad of market conditions. We lead with a comprehensive financial plan that puts your goals and dreams first, then support it with world class investment strategies. Only by placing you at the core of everything we do can we truly meet your needs. We've found that the most successful solutions begin by asking the right questions, which is why we offer complimentary consultations to explore a professional relationship.

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


Qualifications CRD# 2063878
Firm CRD# 125838

Compensation/Fee Fee-Only, Based on Assets


Office Location 1680 Route 23 N,
Suite 210,
Wayne,
NJ
07470
Phone Number 973-557-2933

About HIGHLAND Financial Advisors, LLC

HIGHLAND Financial Advisors, LLC

We are an independent Registered Investment Advisory firm serving high-net-worth families and individuals nationwide from our location in Wayne, NJ. We differ from other firms because we emphasize a team approach to managing your finances and investments. Though you work with a primary wealth advisor, you always receive the support of our entire team. And because we are a fee-only, fiduciary advisor, you can rest assured that our recommendations are made in your best interest, not so we can earn a commission.

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


Qualifications CRD# 1388119
Firm CRD# 141128
Series 6, 63, 65

Compensation/Fee Fee-Only, Based on Assets


Office Location 675 N. Lewis Rd.,
Limerick,
PA
19468
Phone Number 610-495-7911

About Limerick Financial Group, LLC.

Limerick Financial Group, LLC.

When you know your clients as individuals and you care about their future, you don't let the lack of proper planning or markets destroy their dreams without stepping in and saying, "We need to do something different." That's where Limerick Financial Group comes in; We believe that building and following the proper plan will protect your assets in the long run and is considered the most important part of our job.. We strive to minimize losses in years when the market turns down and equal or outperform the market in good years. This is where Limerick Financial Group's proper planning and managed risk investment programs come into play. Limerick Financial Group is an Financial Planning and Investment Management Firm. We work exclusively on a fee-basis. This approach takes commissions out of the equation and helps ensure that you receive objective advice that fits your particular needs and situation. It also means that we are here for you, and offer ongoing advice for your plan. Our planning and investment management services are personalized. We strive to know our clients and create plans that fit who they are and their specific financial situation. We are risk adverse. Our clients don't like to lose money. Neither do we. At the same time, we believe there are opportunities to profit in every market environment. Our investment approaches actively seek those opportunities. Limerick Financial Group, we are not afraid of change. Financial markets are continually changing. Asset classes and investment styles cycle in and out of favor. Economies evolve, new technologies emerge, governments and people make mistakes. Our plans update and change in real time in response to the market. This belief is a critical difference between Limerick Financial Group and traditional industry practice.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications Firm CRD# 106715

Compensation/Fee Fee-Based


Office Location 100 Vanguard Blv V26,
Malvern,
PA
19355
Phone Number 800-211-7806

Vanguard Personal Advisor® 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

Vanguard Personal Advisor

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

Compensation/Fee Fee-Based, Based on Assets


Office Location 3705 Concord Pike,
Wilmington,
DE
19803
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


Customer Reviews

The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.

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

Firm Name No. of Advisors No. of Clients AUM Fee Structure
BLACKROCK INVESTMENT MANAGEMENT, LLC
1 University Square Drive, Princeton, NJ 8540
1157 44867 $402,869,110,523
A Percentage of AUM, Fixed Fees, Performance Based
CONCORD ADVISORY GROUP LTD
700 Alexander Park, Suite 203 & 202, Princeton, NJ 8540
32 190 $32,827,015,068
Fixed Fees, Other (% OF ASSESTS UNDER CONSULTATION)
WATERMARK GROUP, INC.
47 Hulfish Street, Suite 201, Princeton, NJ 8542
20 3 $2,599,231,832
A Percentage of AUM, Performance Based
SYSTEMATIC ALPHA INVESTMENTS, LLC
36 Mercer Street, Princeton, NJ 8540
1 3 $1,973,270,000
A Percentage of AUM, Fixed Fees
EDGESTREAM PARTNERS, L.P.
902 Carnegie Center, Suite 200, Princeton, NJ 8540
37 4 $1,790,003,362
A Percentage of AUM, Performance Based
EDISON PARTNERS MANAGEMENT, LLC
281 Witherspoon Street, Floor 3, Princeton, NJ 8540
26 15 $1,455,201,252
A Percentage of AUM, Performance Based, Other (PERCENTAGE OF PORTFOLIO COST-BASIS AND/OR FAIR VALUE)
KB FINANCIAL PARTNERS, LLC
300 Carnegie Center #240, Princeton, NJ 8540
17 1175 $1,301,599,752
A Percentage of AUM, Fixed Fees, Other (PERFORMANCE-BASED FEES FOR CERTAIN PRIVATE FUNDS)
ROUNDVIEW CAPITAL, LLC
182 Nassau Street, Suite 201, Princeton, NJ 08542-7000
12 1512 $1,175,455,086
A Percentage of AUM, Fixed Fees
PRYSM CAPITAL, L.P.
188 Nassau Street, Suite 1, Princeton, NJ 08542-7005
10 24 $826,848,894
A Percentage of AUM, Performance Based
PRINCETON GLOBAL ASSET MANAGEMENT LLC
17 Hulfish Street, Suite 240, Princeton, NJ 8542
13 892 $491,388,921
A Percentage of AUM, Fixed Fees
PRINCETON EQUITY GROUP
47 Hulfish Street, Suite 300, Princeton, NJ 8542
13 2 $471,731,589
A Percentage of AUM, Performance Based
DUMONT & BLAKE INVESTMENT ADVISORS LLC
731 Alexander Road, Suite 301, Princeton, NJ 8540
8 937 $449,076,441
A Percentage of AUM, Fixed Fees
NOVI WEALTH PARTNERS
512 Executive Drive, Princeton, NJ 8540
10 750 $360,999,046
A Percentage of AUM, Hourly charges, Fixed Fees
LANDSEER ADVISORS LLC
353 Nassau Street, Floor 2, Princeton, NJ 8540
4 2 $305,178,759
A Percentage of AUM, Fixed Fees, Performance Based
EKS ASSOCIATES
601 Ewing Street, Suite A-7, Princeton, NJ 8540
5 495 $278,761,107
A Percentage of AUM, Hourly charges, Fixed Fees

    Frequently Asked Questions

    Hiring a financial advisor in New Jersey can offer many benefits. As the advisor's client, you can benefit from the advisor's extensive knowledge, experience, and perspective resulting in you gaining peace of mind. Working with a financial advisor can also save you time managing your finances, help minimize investment risks, and potentially increase your investment returns as they can also help you identify areas of financial weakness and recommend strategies for improvement. To learn more, read The Benefits Of Working With A Financial Advisor.

    Financial advisors in New Jersey utilize different compensation methods, including charging a percentage of assets under management (AUM), hourly fees, flat fees, or commissions from product sales. It is crucial to understand your advisor's fee structure and remain mindful of potential conflicts of interest that could influence their advice. To develop a better understanding of how financial advisors charge, we recommend reading more about the costs of hiring a financial advisor.

    Financial advisors in New Jersey that offer investment management services may recommend several types of investment products, including stocks, bonds, mutual funds, exchange-traded funds (ETFs), and alternative investments. These advisors may also assist in monitoring your investments and suggest portfolio adjustments when necessary. If you find yourself uncertain about the need for investment management services, read Why Professional Investment Management May Be Right For You.

    When looking for a financial advisor in New Jersey it is important to consider certain qualifications. Look for a professional with experience in providing advisory services to individuals in New Jersey. Additionally, ensure that they possess the required licenses and registrations from reputable regulatory bodies like FINRA and the SEC. For further information, you can refer to our guide on how to use BrokerCheck to evaluate a financial advisors credentials.

    To determine the trustworthiness of a financial advisor in New Jersey, it's important to conduct a complete research and background check through FINRA BrokerCheck. Look for advisors who are registered with reputable regulatory bodies like FINRA and the SEC, as these organizations regulate the financial industry and can help ensure that advisors are held to high ethical standards. You can also check online reviews, ask for referrals from friends and family, and do your research to verify the advisor's credentials and track record. If you are searching for a trustworthy financial advisor, we recommend using the free financial advisor match tool to find and compare pre-screened and vetted advisors matched to your needs.

    Financial advisors listed on our directory for the state of New Jersey offer a wide range of services, including retirement planning, investment management, estate planning, tax planning, insurance planning, and wealth management. They help clients set financial goals, create a budget, make investment decisions, and manage their wealth. By clicking on the "View full profile" button of any vetted financial advisor, you can access detailed information about their services, fees, credentials, and more. In the "Advisory Services Provided" section, you will be able to confirm what specific services are offered by an advisor.

    The cost of hiring a financial advisor in New Jersey can vary. Typically, financial advisors charge by a fee-only or fee-based (fee and commission) model. It can range from a fixed rate of approx. $7,500 and above or approx. 1.02% of assets under management (AUM). To get a better understanding of how financial advisors charge and the factors influencing their fees, read more on what are the costs of hiring a financial advisor.

    A financial advisor in New Jersey can help you prepare for retirement by creating a comprehensive financial plan that takes into account your current assets, income, expenses, and future goals. They can help you develop a savings strategy, choose retirement accounts, and manage your investments. Additionally, a financial advisor can help you plan for potential healthcare expenses during retirement and ensure that your assets are distributed according to your wishes. To learn more about how an advisor can help you prepare for retirement, read on about why you should hire a retirement advisor.