Explore Financial Advisors Serving Princeton, NJ

Novi Wealth Partners provides independent, fee-only financial advisory services specializing in comprehensive wealth management. We offer personalized financial planning, investment management, and tax-efficient strategies tailored to individual client needs. Our fiduciary approach prioritizes clients' long-term financial security through evidence-based decision-making and behavioral investing principles.

KB Financial is a multi-disciplinary wealth management firm offering integrated financial, tax, and estate planning services. Since 1983, we've combined a holistic approach with fiduciary responsibility to deliver tailored solutions for sophisticated clients. Our expertise spans retirement plan consulting, corporate advisory services, and family office support, driven by a commitment to maximize client outcomes through collaboration and innovation.

Van Leeuwen is a New Jersey and Florida-based financial advisory firm specializing in holistic financial planning and wealth management. We help clients create personalized Life Vision strategies through investment management, retirement planning, and tailored financial advice. Our fiduciary approach prioritizes client goals with transparent fee structures and SEC-regulated oversight.

Ramsay Stattman Vela & Price offers independent financial advisory services with a focus on customized investment management. Our team of CFA charterholders delivers personalized strategies through two offices in Colorado Springs and Princeton. With over 50 combined years of experience, we help clients achieve long-term financial goals through disciplined portfolio management.

Dumont & Blake provides comprehensive investment advisory services, specializing in wealth management, retirement planning, and estate solutions. Our firm combines decades of experience with advanced financial modeling to create tailored strategies for individuals, families, and organizations. We prioritize fiduciary responsibility, client education, and long-term financial security.

Song Bird Capital is a fee-only investment advisory firm specializing in tailored financial planning and portfolio management. We help clients grow wealth through cost-efficient, diversified investment programs aligned with their long-term goals. Our services include retirement planning, tax advice, and education funding strategies, supported by institutional-grade risk management expertise.

Northwest Criterion Asset Management provides expert financial advisory services specializing in long-term wealth growth. We combine disciplined investment strategies with personalized risk management to help clients achieve financial security. Our team leverages decades of market experience and advanced analytical frameworks to deliver institutional-quality solutions for individual investors.