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Explore Financial Advisors Serving New Jersey

Review the services of 61 financial advisors in New Jersey, including Princeton, Morristown and Red Bank. Whether you need retirement planning, investment guidance or ongoing financial advice, look for relevant professionals and inquire about consultations and fees.
Absecon (1)
Belmar (1)
Brielle (1)
Chatham (1)
Cherry Hill (2)
Chester (2)
East Hanover (1)
Fairfield (2)
Flemington (1)
Florham Park (2)
Fort Lee (1)
Hackensack (1)
Haddon Heights (1)
Haddonfield (1)
Iselin (1)
Jersey City (2)
Maplewood (1)
Matawan (1)
Merchantville (1)
Montville (1)
Moorestown (1)
Morristown (3)
Mullica Hill (1)
New Providence (1)
Northfield (1)
Parsippany-Troy Hills (1)
Princeton (7)
Rahway (1)
Ramsey (1)
Red Bank (3)
Ridgewood (1)
Sayreville (1)
Scotch Plains (1)
Somerville (1)
Summit (2)
Toms River (1)
Union City (1)
Voorhees Township (1)
Wall Township (1)
Warren (2)
Washington (1)
Wayne (1)
Westfield (1)
Woodcliff Lake (1)
Not rated yet
Novi Wealth Partners
28 Years
Not rated yet
We are 100% fee-only fiduciaries with no sales commissions
Novi Wealth Partners offers independent, fee-only financial advisory services with personalized wealth management solutions for clients nationwide.
Wealth Management Comprehensive Financial Planning Retirement Planning
(609) 921-7002 Call Profile
Not rated yet
Chatham Wealth Management
26 Years
Not rated yet
We offer personalized attention typically unavailable at large firms
Chatham Wealth Management offers personalized financial planning, investment management, and fiduciary advice to high-net-worth clients in Chatham, NJ since 2000.
Investment Management Retirement Planning Estate Planning
(800) 472-8086 Call Profile
Not rated yet
Vision Retirement
18 Years
Not rated yet
We operate under a fiduciary standard with no product-based commissions
Vision Retirement provides fiduciary financial advisory services including retirement planning, investment management, and tax preparation. Work with CFP professionals serving New Jersey, New York, and nationwide.
Retirement Planning Investment Management Tax Preparation
(201) 447-2212 Call Profile
Not rated yet
KB Financial
43 Years
Not rated yet
We have over 40 years of experience in retirement plan consulting.
KB Financial provides comprehensive wealth management solutions, combining 40+ years of experience with a fiduciary approach to retirement planning, tax strategies, and corporate advisory services for high-net-worth clients.
Wealth Management Retirement Plan Consulting Family Office Services
(609) 924-7250 Call Profile
Not rated yet
Benefit Consultants Group
50+ Years
Not rated yet
We offer 65+ years of retirement plan expertise since 1958
Benefit Consultants Group offers tailored retirement plan solutions since 1958. Specializing in 401(k), 403(b), and cash balance plans with ISO-certified service excellence in Cherry Hill, NJ.
401(k) Plans 403(b) Plans Cash Balance Plans
(856) 368-2000 Call Profile
Not rated yet
Forefront Wealth Planning
20 Years
Not rated yet
We operate as a fee-only fiduciary with no product commissions
Certified financial planners offering fiduciary investment advisory services in Park Ridge, NJ. Specializing in behavioral finance, retirement planning, and tax-efficient strategies.
Wealth Management Retirement Planning Tax Strategies
(201) 255-1385 Call Profile
Not rated yet
Grand Slam
Not rated yet
We have over 15 years of combined experience growing small-cap businesses
Expert financial advisory firm specializing in small and micro-cap value investing. Decades of proven experience building successful portfolios and executing strategic investments.
Portfolio Management Financial Advisory Investment Research
(201) 346-4335 Call Profile
Not rated yet
Shore Point Advisors
10 Years
Not rated yet
We operate as a fiduciary, legally obligated to prioritize client interests above all else
Shore Point Advisors offers fiduciary financial planning and investment management services in Brielle, NJ. We provide evidence-based strategies, portfolio diversification, and personalized coaching to help clients achieve their financial goals.
Financial goal planning Portfolio management Tax planning
(732) 876-3777 Call Profile
Not rated yet
Covenant Asset Management
27 Years
Not rated yet
We offer 20+ years of combined experience from our founding CFA charterholders.
Covenant Asset Management delivers personalized wealth management and investment advisory services to high-net-worth clients. Specializing in tax-efficient strategies and fiduciary financial planning since 1999.
Wealth Management Financial Planning Investment Advisory
(908) 879-4090 Call Profile
Not rated yet
Smith Financial Service
27 Years
Not rated yet
We offer 20+ years of IRS-certified tax preparation experience
Smith Financial Service offers expert tax preparation, bookkeeping, and Medicare solutions in Rahway, NJ. Trusted accounting services for individuals and small businesses since 1999.
Tax Preparation Bookkeeping Payroll
(732) 388-9850 Call Profile