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Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future!

Trusting someone to manage your finances is an audacious step to take! Finding the right financial advisor in New Jersey involves going through a number of financial expert profiles and a large number of options can leave you confused!

How To Find Best Financial Advisors & Planners in New Jersey?

We at can help you solve your dilemma by narrowing down the top registered financial advisors in New Jersey to provide you with the best advisors near you.

We understand your various financial needs, & so do our financial advisors! Find, Locate & Compare the best New Jersey financial advisors tailored as per your financial requirements. Check advisor’s qualifications, certifications & experience before you connect.

List of Qualified Financial Advisors in New Jersey


Peter Gellman

Palmerston Group Advisors, LLC

320 Raritan Avenue, Suite 302

Highland Park, NJ 08904
(732) 2485777


Stephen Ng, ChFC®, CEP, CLU®

Stephen Ng Financial Group, LLC

100 Horizon Center Boulevard, Suite 105

Hamilton, NJ 08691
(973) 2189600


Paul C. Koenig Jr.

Integrated Financial Partners

1300 Route 73 Suite 314

Mount Laurel, NJ 08054
(856) 2910142


Michael J. Carlucci, MBA, CFP®, PPC

MJC Advanced Financial Strategies, LLC

205 Route 9 north ste 31

Freehold, NJ 07728
(732) 7926776


Matthew Siegel

Millstone River Wealth Management

Manasquan Office 2317 Highway 34, Suite 1B Manasquan, NJ
Marlton Office 751 Route 73 North, Suite 4

Marlton, NJ 08053
(856) 4464700


Jon Betlow

Bleakley Financial Group

100 Passaic Ave
Suite 300

Fairfield, NJ 07004
(973) 2444238


Kevin Shea

Edelman Financial Engines, LLC

51 JFK Parkway

Short Hills, NJ 07078
(862) 2067431


David Marks

Edelman Financial Engines, LLC

328 Newman Springs Road

Red Bank, NJ 07701
(732) 7047214


Rick Mueller

Edelman Financial Engines, LLC

650 From Road

Paramus, NJ 07652
(201) 5754878


Jeff Costello

OneTeam Financial

21 Commerce Dr

Cranford, NJ 07016
(908) 5656037


Scott Pollack

Pollack Financial Group, llc

546 Valley Road Suite 105

Upper Montclair, NJ 07043
(973) 7832555


Daniel R. Martin, CFP®

D.R. Martin and Associates

1 University Plaza Drive
Suite 412

Hackensack, NJ 07601
(201) 4790759


Chris Werner

Edelman Financial Engines, LLC

457 Haddonfield Road
Suite 310

Cherry Hill, NJ 08002
(856) 4526062


Frank Lepore

Bleakley Financial Group

100 Passaic Avenue
Suite 300

Fairfield, NJ 07004
(973) 2444237


Eric Mancini, CFA, CFP, CAIA

Traphagen Financial Group

234 Kinderkamack Rd

Oradell, NJ 07649
(201) 2621040


Edward Goldstein

Financial Life Planning LLC

10000 Lincoln Dr East Suite 201

Marlton, NJ 08053
(856) 9885480


Alex Simon

Warren Wealth Associates

28 Mountain Blvd

Warren, NJ 07059
(908) 7052229


Daniel Chen

DC Strategies, Integrated Wealth Mgt.

12 Christopher Way
Suite #200

Eatontown, NJ 07724
(732) 9822170

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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