Business Details
41 Years
experience
Expert Financial Planning Services in Morristown, NJ
Glassner Carlton Financial, founded in 1985, is a family-owned financial planning firm serving Morristown, New Jersey, and surrounding communities. Our team operates with core values of hard work, honesty, and perseverance, delivering customized financial solutions for individuals, families, businesses, and retirees. With decades of experience, we specialize in financial planning, tax strategies, investment management, and estate planning while emphasizing proactive client education.Our client-centric approach combines rigorous analysis with personalized service, ensuring clients navigate life's financial complexities with confidence. We prioritize transparency, long-term relationships, and community impact, maintaining a commitment to ethical standards and continuous adaptation to client needs.
Services
Financial Planning
Tax Planning
Investment Management
Estate Planning
Cash Flow Planning
Wealth Management
Online Financial Consultation
Details
- Year established: 1985
Highlights and features
- We have over 35 years of experience in financial planning.
- Our personalized approach ensures tailored solutions for each client.
- Committed to the values of hard work and honesty in serving our community.
- Proactive in protecting clients from financial risks.
- Dedicated to continuous communication and adapting to client life changes.
What people say
High attention paid to small decisions
Protected from fraudulent investments
Customized estate tax strategies
Proactive financial alerts
Saved from hacking incidents
Services
Financial Planning
Comprehensive financial planning creates tailored roadmaps for life's milestones. Our approach combines risk assessment, goal setting, and market analysis to develop strategies for long-term financial security. We focus on creating adaptable plans that evolve with changing life circumstances while maintaining disciplined investment approaches.
Tax Planning
Strategic tax planning services optimize tax efficiency through proactive analysis of income streams, deductions, and investment holdings. Our methods integrate with overall financial strategies to minimize tax liabilities while supporting long-term financial objectives. We maintain compliance with regulatory requirements through documented processes.
Estate Planning
Customized estate planning services ensure asset protection and legacy preservation. Our approach coordinates with legal professionals to implement efficient transfer strategies, trust structures, and tax mitigation techniques. We emphasize clear communication with clients and their designated advisors to execute intentions accurately.
Investment Management
Investment management services combine rigorous portfolio analysis with personalized risk assessments. We construct diversified portfolios aligned with financial goals and market conditions, employing continuous monitoring and adjustment strategies. Our approach balances growth objectives with capital preservation principles through transparent reporting.
Wealth Management for Therapists
Specialized wealth management program for mental health professionals addresses private practice financial challenges. The 'Wealth on the Couch' sessions combine financial analysis with behavioral insights to improve money management habits. We provide practice startup guidance, retirement planning, and business succession strategies tailored to therapy professionals.
People
Judd T. Carlton
President
President of Glassner Carlton Financial with over 25 years of experience in financial planning. Maintains CFP and AIF certifications, focusing on personalized client relationships and analytical approaches to financial strategy.
Edward Durkin
Wealth Advisor
Wealth Advisor bringing extensive experience in client financial education and investment strategy development. Specializes in creating tailored financial solutions while maintaining fiduciary standards for client assets.
Shaun Leonard
Wealth Advisor
Certified financial planner with expertise in tax planning and estate strategy. Combines technical knowledge with client-focused communication to develop comprehensive financial solutions for individuals and business owners.
Donna Condon
Client Relations Manager
Client Relations Manager responsible for ensuring seamless client communication and service coordination. Brings over 15 years of experience in financial services operations and client relationship management.
Thomas Buckley
Client Service Associate
Client Service Associate supporting financial planning operations and client document management. Maintains FPQP certification with focus on technical financial planning and portfolio administration.
Questions
What backup policy do you have if an advisor isn't available?
Our team-based approach ensures continuity through collaborative client relationships and cross-trained advisors.
How do you communicate with clients regularly?
We use scheduled updates, market commentary, and immediate outreach for time-sensitive opportunities or risks.
What types of clients do you primarily serve?
We specialize in working with individuals, families, business owners, and retirees in Morristown and beyond.
What differentiates your firm from others?
Our combination of analytical rigor, personalized service, and community-rooted values creates unique client partnerships.
How are you compensated for your services?
Our fee structure is transparently discussed during initial consultations, tailored to the specific services required.
Do you offer services for mental health professionals?
Yes, we provide specialized financial planning for therapists and private practice owners through our Wealth on the Couch program.
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