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.

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".

IBEX WEALTH ADVISORS is an independent wealth management firm serving successful individuals, families and institutions.  We pride ourselves in providing objective advice where the interests of our clients always come first.  The firm rest on three pillars:  clarity, consistency and conviction.  Our business model is transparent, collaborative and strives to remove the mystery and confusion out of wealth management and financial planning.

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.

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.

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.

Heritage Investment Partners, LLP is a private investment services and financial planning firm whose goal is to provide the most appropriate advice and best client experience within the financial services industry. Our desire to be true advocates for our clients is the cornerstone for the creation of Heritage Investment Partners, LLP. Securities Offered Through LPL Financial, Member FINRA/SIPC
Financial Planning offered through Heritage Investment Partners, LLP - A Registered Investment Advisor and separate entity from LPL Financial. The LPL Financial registered representative associate with this website may discuss and/or transact business only with residents of the states in which they are registered or licensed. No offers may be made or accepted from any resident of any other state. LPL Financial representatives offer access to trust services through The Private Trust Company N. A., an affiliate of LPL Financial.

At Woloshin Investment Management (WIM), we take a dynamic and comprehensive approach to wealth management to address the unique financial and income needs of each client. 
<ul>
<li>Review current investments&nbsp;&mdash; We conduct a review of the client&rsquo;s current investment portfolio.</li> 
<li>Outline financial objectives&nbsp;&mdash; Whether our clients want to focus on generating income for retirement or saving to sending their children to college, we work with them to outline realistic financial goals.</li> 
<li>Identify investment opportunities&nbsp;&mdash; Once becoming a WIM client, we will identify appropriate investment opportunities and refine as needed. We conduct quarterly reviews with each client to discuss their portfolio&rsquo;s performance and also identify any life changes that may impact their investment strategy.</li>
</ul>

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.

Our mission is to provide you outstanding service and robust tools to help put you on the path for financial independance. We are committed to putting all of our resources into helping you accomplish your goals, communicating with complete transparency so that you are always aware of what's happening with your money. As we partner with you in pursuing your goals, we want you to understand your investments. We guide you in making investment decisions that support your values. Our focus is on developing meaningful, life-long relationships that are based on trust, loyalty, integrity and dignity.

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.

Wellesley Financial Planners was founded when financial planning was in its infancy in 1984. Our primary mission will always be to put the interests of the client first and foremost. We will objectively and fairly assist clients in every aspect of their financial lives. We aim to provide superior service that is caring and personal. We recognize that anyone who puts their trust in us deserves the highest level of expertise. Therefore our knowledge, experience and confidence must always exceed all expectations. For each of our clients we strive to help create stability and security to achieve the goals of financial independence and personal happiness. Today with the addition of two highly qualified and experienced financial planning associates and three administrators the firm of Wellesley Financial Planners serves the needs of over a thousand clients. We are proud to offer a distinct and powerful approach to personal financial planning that employs the "Spirit of Life" philosophy rarely seen elsewhere today. We invite you to join us.

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

CJE Financial is a full service independent financial consulting and wealth management team that was established in 2006. For over 15 years, CJE has developed tailored portfolios and financial plans that suit each individual client. Our team utilizes a proven process, getting to know you and your financial goals before creating a strategic plan.

Find the best financial advisor in New Jersey. Our Financial planners offer a wide range of services including Retirement planning, Estate Planning, Education Planning, and Wealth/Portfolio Management.

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

List of Qualified
Financial Planners in New Jersey

Daniel Chen

DC Strategies, Integrated Wealth Mgt.

Daniel R. Martin

D.R. Martin and Associates

Denise Paige Anderson

Ibex Wealth Advisors LLC

Eric Mancini

Traphagen Financial Group

Frank Lepore

Bleakley Financial Group

Paul C. Koenig Jr.

Integrated Financial Partners

Ryan Woodring

Heritage Investment Partners, LLP / LPL Financial Advisor

Michael Woloshin

Woloshin Investment Management

Peter Gellman

Palmerston Group Advisors, LLC

Joseph Stephens

Allstate Financial

Newman Wealth Management Advisors

Newman Wealth Management Advisors

Condor Capital Wealth Management

Condor Capital Wealth Management

Frequently Asked Questions

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FINANCIAL
PLANNER

Popular Articles

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

List of Qualified Financial Planners in New Jersey

DC Strategies, Integrated Wealth Mgt.

D.R. Martin and Associates

Ibex Wealth Advisors LLC

Traphagen Financial Group

Bleakley Financial Group

Integrated Financial Partners

Heritage Investment Partners, LLP / LPL Financial Advisor

Woloshin Investment Management

Palmerston Group Advisors, LLC

Allstate Financial

Newman Wealth Management Advisors

Condor Capital Wealth Management

Frequently Asked Questions

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Popular Articles

List of Qualified
Financial Planners in New Jersey

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FINANCIAL
PLANNER