Newman Wealth Management Advisors - Financial Advisor in Morristown, NJ | WiserAdvisor.com

Our mission is to provide you outstanding service and robust tools to help put you on the path for financial independance. We are committed to putting all of our resources into helping you accomplish your goals, communicating with complete transparency so that you are always aware of what's happening with your money. As we partner with you in pursuing your goals, we want you to understand your investments. We guide you in making investment decisions that support your values. Our focus is on developing meaningful, life-long relationships that are based on trust, loyalty, integrity and dignity.

Newman Wealth Management Advisors

Andrew Newman is Vice President at Newman Wealth Management Advisors. Specializing in analyzing and customizing portfolios, Andrew carefully integrates clients' goals, objectives, time horizons, risk levels, and liquidity needs into their financial plans.

After earning a Bachelor's degree in Communications with a Minor in Psychology, Andrew worked in the promotional marketing field before working for Barclay Center/Brooklyn Nets for several years. When an opportunity came to embark on a career in finance, he shifted his career path to join forces with his father, Joe Newman, at Harbour Bridge Wealth Management (Wells Fargo Advisors Financial Network). Later Andrew and Joe established Newman Wealth Management Advisors. He holds Series 7, 63 and 65 registrations held through LPL Financial as well as Health, Accidental and Life Insurance licenses.

Known for his outstanding work ethic and broad knowledge base, Andrew is always ready to go the extra mile to help clients. Developing meaningful relationships is the most satisfying aspect of his work. He enjoys sharing advice that provides clients with opportunities to improve their financial situation and develop a deep understanding of their investments. He reaches across generations in establishing investment portfolios for parents and their children, adapting portfolios to reflect the unique needs of each individual.

A New Jersey native, Andrew lives in Caldwell, New Jersey, with his wife, Dory, their two children, Brody and Remy, and their two dogs, Izzy and Dusty.  He regularly plays softball and golf and enjoys spending time with his family and friends.

Joseph S. Newman is the Managing Director at Newman Wealth Management Advisors. As a financial professional with over 35 years of experience in the industry, Joe specializes in building and managing portfolios. He offers invaluable knowledge and depth of experience in the field.

After earning a Bachelor degree in History from Wagner College, Joe ran his own business for several years before starting his career in the financial industry. He served in some of the most prominent firms, including Gibraltar Securities, Shearson Lehman Brothers, Smith Barney, Prudential Securities, Wachovia Securities, Raymond James and Wells Fargo. He holds his series 7 and 63 securities registrations held through LPL Financial as well as insurance licenses in health, long term care, life and annuities.

Joe works closely with clients to identify their individual needs and then aligns plans to support their goals. Dedicated to designing customized portfolios, Joe carefully listens to clients and then draws from his broad experience to develop appropriate recommendations. He genuinely cares about his clients and strives to be an honest, sincere, and trustworthy guide. Many clients have become Joe's trusted, lifelong friends.

Joe and his wife, Marsha, live in Lake Hiawatha, New Jersey, where they raised their two sons, Matthew and Andrew. Proud grandparents of five grandchildren, Joe and Marsha enjoy traveling together and spending time with their family. Joe is an avid golfer and loves to read.