Find the right advisors to meet your financial planning needs in New Jersey

Financial advisors also known as financial planners are professionals who advise their clients on matters such as personal finance, wealth management, retirement, estate planning, tax planning and much more. They hold expertise in various fields and can assist you whether you’re looking to set up an investment account, a college plan, retirement savings plan or simply have a query about life insurance.

A financial planner can help you navigate your finances to secure your financial future. With his help, you can clear all your doubts, take a call on your present investments that you may have, and design future financial strategies keeping in mind your risk appetite.

To make your job easier, we have compiled a list of top vetted financial planners in New Jersey that can fulfill your requirements.

List of Qualified
Financial Planners in New Jersey

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CAZ LEVINSKI CRAFFY

Monmouth Capital Management

101 Crawfords Corner Road
Suite 4127

Holmdel, NJ 07733

212-203-1778

Connect with CAZ
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Daniel Chen

DC Strategies, Integrated Wealth Mgt.

12 Christopher Way
Suite #200

Eatontown, NJ 07724

732-982-2170

Connect with Daniel
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Daniel R. Martin

D.R. Martin and Associates

1 University Plaza Drive
Suite 412

Hackensack, NJ 07601

201-479-0759

Connect with Daniel
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Frank Lepore

Bleakley Financial Group

100 Passaic Avenue
Suite 300

Fairfield, NJ 07004

973-244-4237

Connect with Frank
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John Mossa

Wellesley Financial Planners

130 Maple Ave
Suite 1B

Red Bank, NJ 07701

732-747-9775

Connect with John
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Paul C. Koenig Jr.

Integrated Financial Partners

1300 Route 73 Suite 314

Mount Laurel, NJ 08054

856-291-0142

Connect with Paul
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Ryan Woodring

Heritage Investment Partners, LLP / LPL Financial Advisor

97 Main Street

Chatham, NJ 07928

973-635-9500

Connect with Ryan
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Edward Goldstein

Financial Life Planning LLC

10000 Lincoln Dr East Suite 201

Marlton, NJ 08053

856-988-5480

Connect with Edward
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Eric Mancini

Traphagen Financial Group

234 Kinderkamack Rd

Oradell, NJ 07649

201-262-1040

Connect with Eric
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Jim Shagawat

AdvicePeriod

140 East Ridgewood Ave
Suite #415 South Tower

Paramus, NJ 07652

201-509-4323

Connect with Jim
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Jon Betlow

Bleakley Financial Group

100 Passaic Ave
Suite 300

Fairfield, NJ 07004

973-244-4238

Connect with Jon
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Anamika Madan

Edelman Financial Engines, LLC

650 From Road

Paramus, NJ 07652

201-289-8260

Connect with Anamika
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Chris Werner

Edelman Financial Engines, LLC

457 Haddonfield Road
Suite 310

Cherry Hill, NJ 08002

856-452-6072

Connect with Chris
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Kevin Shea

Edelman Financial Engines, LLC

51 JFK Parkway

Short Hills, NJ 07078

862-206-7431

Connect with Kevin
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Sal Marino

Edelman Financial Engines, LLC

328 Newman Springs Road

Red Bank, NJ 07701

732-704-7213

Connect with Sal
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Peter Gellman

Palmerston Group Advisors, LLC

320 Raritan Avenue, Suite 302

Highland Park, NJ 08904

732-248-5777

Connect with Peter

Frequently Asked Questions

Why do I need a Financial Planner?

A financial planner helps match your current financial needs with your long-term financial goals. This involves evaluating your financial situation, understanding what you want to do with your money and creating a plan to get you there. Financial planners can help lower your spending, pay off debt, save for retirement and invest for the future.

How to choose a good Financial Planner?

While interviewing potential financial planners, look for someone with expertise in tax planning, social security, insurance, retirement, estate planning, education planning, and investment strategies. They need to be able to formulate a strategy for you that enables you to take money out in a tax-efficient manner. Plus, they also need to advise you on setting up investment accounts and invest funds for you to grow your finances in a secure manner.

What does a Financial Planner do?

A financial planner helps come up with a financial plan keeping in mind your short-term and long-term financial goals and advises you on investments, retirement planning, estate planning, tax liability, and your kids’ college education. Some financial advisors also assist you in buying insurance products and invest in financial products such as mutual funds.

How much does a Financial Planner cost?

Different financial planners charge differently. Some charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, or have a fixed fee for certain services. Do ask your prospective financial planner how they wish to be compensated.

What questions to ask a Financial Planner?

When you are looking to hire a financial planner, make sure you’re prepared and have done your homework. Some questions that you can ask are as follows:

- Do you have experience working with clients like me? Clients may include retirees, widows, divorcees, same-sex couples, and so on

- How much do you charge? Do you charge a fee or a commission based on assets handled?

- What services do you offer? Are they limited to financial planning or do you offer other services such as tax advisory, education planning, portfolio management as well? - How often would we meet to discuss my financial concerns?

- How often will you contact me and are there any limitations on the frequency of contact? What method will you use to contact me?