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



Monmouth Capital Management

101 Crawfords Corner Road
Suite 4127

Holmdel, NJ 07733

212 2031778

Connect with CAZ

Daniel Chen

DC Strategies, Integrated Wealth Mgt.

12 Christopher Way
Suite #200

Eatontown, NJ 07724

732 9822170

Connect with Daniel

Daniel R. Martin

D.R. Martin and Associates

1 University Plaza Drive
Suite 412

Hackensack, NJ 07601

201 4790759

Connect with Daniel

Frank Lepore

Bleakley Financial Group

100 Passaic Avenue
Suite 300

Fairfield, NJ 07004

973 2444237

Connect with Frank

Giuseppe Roveccio

Stawnychy Financial Services, Inc.

135 Kinnelon Road, Suite 101

Kinnelon, NJ 07405

973 2830024

Connect with Giuseppe

John Mossa

Wellesley Financial Planners

130 Maple Ave
Suite 1B

Red Bank, NJ 07701

732 7479775

Connect with John

Paul C. Koenig Jr.

Integrated Financial Partners

1300 Route 73 Suite 314

Mount Laurel, NJ 08054

856 2910142

Connect with Paul C. Koenig

Ryan Woodring

Heritage Investment Partners, LLP / LPL Financial Advisor

97 Main Street

Chatham, NJ 07928

973 6359500

Connect with Ryan

Eric Mancini

Traphagen Financial Group

234 Kinderkamack Rd

Oradell, NJ 07649

201 2621040

Connect with Eric

Joel Orris

CJE Financial LLC

363 Route 46 West
Suite 300

Fairfield, NJ 07004

973 8655755

Connect with Joel

Michael Woloshin

Woloshin Investment Management

40 N Main Street

Medford, NJ 08055

609 6549700

Connect with Michael

Chris Werner

Edelman Financial Engines, LLC

457 Haddonfield Road
Suite 310

Cherry Hill, NJ 08002

856 4526072

Connect with Chris

Kevin Shea

Edelman Financial Engines, LLC

51 JFK Parkway

Short Hills, NJ 07078

862 2067431

Connect with Kevin

Sal Marino

Edelman Financial Engines, LLC

328 Newman Springs Road

Red Bank, NJ 07701

732 7047213

Connect with Sal

Brian Deutsch

Edelman Financial Engines, LLC

650 From Road

Paramus, NJ 07652

201 2895082

Connect with Brian

Joseph Franciscone

LPL Financial

65 Madison Avenue
Suite 300

Morristown, NJ 07960

973 9378826

Connect with Joseph

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