Business Details
27 Years
experience
Fee-Based Investment Advisors in Princeton, NJ
Dumont & Blake Investment Advisors, founded in 1999, is a fee-based investment advisory firm dedicated to helping individuals, families, and organizations grow and protect their wealth. With over $500 million in assets under management, our team combines decades of experience in portfolio management and financial modeling to deliver tailored strategies that address both immediate needs and long-term goals. Our advisors, averaging over 35 years of industry expertise, are SEC-licensed registered professionals committed to fiduciary standards.We prioritize direct client relationships, offering personalized guidance through life's financial challenges, from retirement planning to estate management. Our disciplined investment approach focuses on minimizing risk during market downturns while capitalizing on growth opportunities, ensuring clients' financial security across generations. Headquartered in Princeton, New Jersey, we serve clients nationwide with a commitment to transparency, education, and exceptional service.
Services
Investment Advisory
Retirement Planning
Estate Planning
Education Savings
Portfolio Management
Tax-Advantaged Strategies
Wealth Preservation
Risk Management
Financial Literacy
Client Education
Details
- Year established: 1999
Highlights and features
- We have over 35 years of average experience in portfolio management.
- Our team is SEC-licensed registered advisors committed to fiduciary standards.
- We maintain client relationships spanning decades through consistent performance.
- Our investment discipline minimizes exposure during market downturns.
- Clients work directly with senior advisors managing their portfolios.
Associations and certifications
- SEC-licensed registered advisors
Services
Investment Advisory
Our investment advisory services combine decades of market experience with advanced financial modeling to create customized portfolios. We focus on long-term growth while managing risk through diversified strategies using stocks, bonds, and ETFs. Our fee-based approach aligns our success with your portfolio's performance.
Retirement Planning
We develop comprehensive retirement plans that balance current financial needs with future security. Our approach incorporates tax-advantaged vehicles, income projections, and risk management strategies to ensure sustainable withdrawals during retirement while maintaining portfolio growth potential.
Estate Planning
Our estate planning services coordinate with legal and accounting professionals to optimize asset distribution. We implement trust structures, beneficiary designations, and tax minimization strategies to preserve wealth across generations while respecting clients' wishes.
Education Savings
We create customized education savings plans that maximize tax advantages while aligning with family financial goals. Our strategies consider current resources, future projections, and available investment vehicles to ensure educational objectives are met without compromising other financial priorities.
Portfolio Management
Our portfolio management services utilize active risk assessment and strategic asset allocation to optimize returns. We continuously monitor market conditions and adjust holdings to maintain alignment with clients' risk tolerance, time horizons, and financial objectives.
People
Morley Goldberg
President
Founder of Dumont & Blake with 55+ years in finance. Developed institutional research products and managed investment divisions at major firms. Holds engineering and finance degrees. Active in community sports and family activities.
Adam Goldberg
Managing Director
Co-founder with 30+ years in investment management. Specializes in fixed income portfolios and equity trading. Former PaineWebber and Matrix Asset Advisors professional. Graduated from Towson State University.
Stacy Goldstein
Vice President
Operations leader with 30+ years in financial services. Manages firm logistics and client relations. Former Wall Street professional and Weber Scientific account manager. Community volunteer with Interfaith Caregivers.
Marc Luciani
Financial Advisor
Portfolio manager with 12+ years in financial advising. Former Merrill Lynch and UBS advisor. Accredited Investment Fiduciary. Community-focused professional involved with autism support organizations.
Dawson Smith
Managing Director
30+ years in investment management. Former JPMorgan Senior Portfolio Manager handling $700M+ in assets. Expertise in trust and retirement planning. Client-focused approach to risk assessment and goal setting.
Questions
What investment approach does Dumont & Blake use?
We employ a fee-based, fiduciary approach using diversified portfolios of stocks, bonds, and ETFs. Our strategies focus on long-term growth with active risk management through continuous market analysis.
How are advisory fees structured?
Our fees are based on assets under management with transparent pricing. We avoid commission-based products to maintain alignment with client interests and ensure our success depends on portfolio performance.
Do you work with out-of-state clients?
While headquartered in Princeton, NJ, we serve clients nationwide through virtual consultations and remote portfolio management while maintaining personalized service standards.
How often are portfolios reviewed?
We conduct quarterly performance reviews and market assessments. Clients receive regular updates with portfolio adjustments made as needed to maintain strategic alignment with financial goals.
What sets Dumont & Blake apart from other advisors?
Our combination of decades-long client relationships, average 35-year advisor experience, and direct access to senior management distinguishes our personalized approach to wealth management.
