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Top Rated Financial Advisors in New Jersey

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in New Jersey is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in New Jersey with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in New Jersey near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

CAZ LEVINSKI CRAFFY

Monmouth Capital Management
CWM; ChFM; AMC; CTEP; C.G.R.C.S.; A.F.A.
CAZ LEVINSKI CRAFFY, a financial fiduciary, provides financial services to clients in the Holmdel, New Jersey area. CAZ holds a CWM; ChFM; AMC; CTEP; C.G.R.C.S.; A.F.A. certification. CAZ has over 20 years of experience.

Additional Information:

Years of Experience:
20 Years

    Fee Structure

  • Fee-Based
  • Based on Assets
  • Commissions
  • Flat Fee
  • Hourly

    Asset Requirement: 250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Tax Advice and Services
    • Legal Advice and Services
    • Estate Planning & Trusts
    • Insurance Products & Annuities

    Name(s) of Custodian(s):
    AXOS Clearing

Daniel Chen

DC Strategies, Integrated Wealth Mgt.
None
Daniel Chen, a financial fiduciary, provides financial services to clients in the Eatontown, New Jersey area. Daniel holds a None certification. Daniel has over 28 years of experience.

Additional Information:

Years of Experience:
28 Years

    Fee Structure

  • Fee-Based
  • Based on Assets
  • Flat Fee
  • Hourly

    Asset Requirement: 500k

    Financial Services Provided:

  • Portfolio Management
  • Wealth Management
  • Money Management
  • Financial Advice & Consulting
  • Financial Advice & Consulting
  • Financial Planning for Individuals
  • View More
    • Tax Advice and Services

    Name(s) of Custodian(s):
    Fidelity, Assetmark Trust, TD Ameritrade

Daniel R. Martin

D.R. Martin and Associates
CFP®, AIF®
Daniel R. Martin, a financial fiduciary, provides financial services to clients in the Hackensack, New Jersey area. Daniel holds the CFP®, AIF® certifications. Daniel has over 20 years of experience.

Additional Information:

Years of Experience:
20 Years

    Fee Structure

  • Fee-Based

    Asset Requirement: $250000

    Financial Services Provided:

  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Financial Planning for Individuals
  • Estate Planning & Trusts
  • View More

Frank Lepore

Bleakley Financial Group
Certified in Long-Term Care (CLTC)
Frank Lepore, a financial fiduciary, provides financial services to clients in the Fairfield, New Jersey area. Frank holds a Certified in Long-Term Care (CLTC) certification. Frank has over 18 years of experience.

Additional Information:

Years of Experience:
18 Years

    Fee Structure

  • Fee-Only
  • Flat Fee

John Mossa

Wellesley Financial Planners
CFP®, EA
John Mossa, a financial fiduciary, provides financial services to clients in the Red Bank, New Jersey area. John holds the CFP®, EA certifications. John has over 39 years of experience.

Additional Information:

Years of Experience:
39 Years

    Fee Structure

  • Fee-Based

    Asset Requirement: $200,000.00

    Financial Services Provided:

  • Financial Planning
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • Risk Management
  • View More
    • Financial Planning for Individuals
    • Investment Advice & Management
    • Tax Advice and Services
    • Insurance Products & Annuities

    Name(s) of Custodian(s):
    LPL Financial LLC

Paul C. Koenig Jr.

Integrated Financial Partners
CFP®, ChFC®, RFC®, CRPC®
Paul C. Koenig Jr., a financial fiduciary, provides financial services to clients in the Mount Laurel, New Jersey area. Paul C. Koenig holds the CFP®, ChFC®, RFC®, CRPC® certifications. Paul C. Koenig has over 13 years of experience.

Additional Information:

Years of Experience:
13 Years

    Fee Structure

  • Fee-Based

Ryan Woodring

Heritage Investment Partners, LLP / LPL Financial Advisor
CFP®
Ryan Woodring, a financial fiduciary, provides financial services to clients in the Chatham, New Jersey area. Ryan holds a CFP® certification. Ryan has over 19 years of experience.

Additional Information:

Years of Experience:
19 Years

    Fee Structure

  • Fee-Based

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • Wealth Management
  • Money Management
  • Education Funding and Planning
  • View More
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Investment Advice & Management
    • Estate Planning & Trusts
    • Insurance Products & Annuities

Eric Mancini

Traphagen Financial Group
CFP®, CAIA®, CFA®
Eric Mancini, a financial fiduciary, provides financial services to clients in the Oradell, New Jersey area. Eric holds the CFP®, CAIA®, CFA® certifications. Eric has over 12 years of experience.

Additional Information:

Years of Experience:
12 Years

    Fee Structure

  • Fee-Only

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Risk Management
  • View More
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Tax Advice and Services
    • Estate Planning & Trusts
    • Insurance Products & Annuities

    Name(s) of Custodian(s):
    Fidelity, Schwab

Joel Orris

CJE Financial LLC
Joel Orris, a financial fiduciary, provides financial services to clients in the Fairfield, New Jersey area. Joel has over 35 years of experience.

Additional Information:

Years of Experience:
35 Years

    Fee Structure

  • Fee-Based
  • Based on Assets
  • Commissions

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Estate Planning & Trusts

Michael Woloshin

Woloshin Investment Management
Michael Woloshin, a financial fiduciary, provides financial services to clients in the Medford, New Jersey area. Michael has over 38 years of experience.

Additional Information:

Years of Experience:
38 Years

    Fee Structure

  • Fee-Based

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Investment Advice & Management
    • Estate Planning & Trusts
    • Insurance Products & Annuities

    Name(s) of Custodian(s):
    TD Ameritrade

Peter Gellman

Palmerston Group Advisors, LLC
Peter Gellman, a financial fiduciary, provides financial services to clients in the Highland Park, New Jersey area. Peter has over 12 years of experience.

Additional Information:

Years of Experience:
12 Years

    Fee Structure

  • Fee-Based
  • Based on Assets
  • Flat Fee

    Asset Requirement: $400,000

Chris Werner

Edelman Financial Engines, LLC
CFP®
Chris Werner, a financial fiduciary, provides financial services to clients in the Cherry Hill, New Jersey area. Chris holds a CFP® certification. Chris has over 14 years of experience.

Additional Information:

Years of Experience:
14 Years

    Fee Structure

  • Fee-Based

    Name(s) of Custodian(s):
    Charles Schwab, TD Ameritrade and others.

Kevin Shea

Edelman Financial Engines, LLC
CFP®, CFA®
Kevin Shea, a financial fiduciary, provides financial services to clients in the Short Hills, New Jersey area. Kevin holds the CFP®, CFA® certifications. Kevin has over 5 years of experience.

Additional Information:

Years of Experience:
5 Years

    Fee Structure

  • Fee-Based

    Name(s) of Custodian(s):
    Charles Schwab, TD Ameritrade and others.

Robert Barbuto

Edelman Financial Engines, LLC
Robert Barbuto, a financial fiduciary, provides financial services to clients in the Paramus, New Jersey area. Robert has over 20 years of experience.

Additional Information:

Years of Experience:
20 Years

    Fee Structure

  • Fee-Based

    Name(s) of Custodian(s):
    Charles Schwab, TD Ameritrade and others.

Sal Marino

Edelman Financial Engines, LLC
CFP®, CMFC®, AWMA®
Sal Marino, a financial fiduciary, provides financial services to clients in the Red Bank, New Jersey area. Sal holds the CFP®, CMFC®, AWMA® certifications. Sal has over 24 years of experience.

Additional Information:

Years of Experience:
24 Years

    Fee Structure

  • Fee-Based

    Name(s) of Custodian(s):
    Charles Schwab, TD Ameritrade and others.

Joseph Franciscone

LPL Financial
Joseph Franciscone, a financial fiduciary, provides financial services to clients in the Morristown, New Jersey area. Joseph has over 25 years of experience.

Additional Information:

Years of Experience:
25 Years

    Fee Structure

  • Fee-Only
  • Flat Fee

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Education Funding and Planning
  • View More
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Estate Planning & Trusts
    • Insurance Products & Annuities

    Name(s) of Custodian(s):
    LPL Financial

Richard Dragotta

Private Portfolio Partners,LLC
ChFC®, CRPC®
Richard Dragotta, a financial fiduciary, provides financial services to clients in the Paramus, New Jersey area. Richard holds the ChFC®, CRPC® certifications. Richard has over 28 years of experience.

Additional Information:

Years of Experience:
28 Years

    Fee Structure

  • Based on Assets
  • Commissions
  • Flat Fee
  • Hourly

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • Wealth Management
  • Money Management
  • Risk Management
  • View More
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Investment Advice & Management
    • Estate Planning & Trusts
    • Insurance Products & Annuities

    Name(s) of Custodian(s):
    LPL Financial, Fidelity

BASIC INFORMATION NEEDED FOR THE INQUIRY

Top vetted financial advisors in New Jersey by cities

Frequently Asked Questions

What does a financial advisor do?

Financial advisors assess the financial goals and risk appetite of their clients and chalk out a personalized investment plan for achieving those goals. They use their expertise to guide their clients on how to save tax, get rid of excessive debt and plan for future contingencies.

When should I hire a financial advisor?

Ideally, Financial advisors must be consulted regularly. No matter how much you earn and where are you from, everybody needs a financial advisor to make sure that they reap the maximum from their income. A financial advisor is especially important if you are nearing retirement, planning a family, saving up for education, or thinking of passing on your estate to your heirs.

What are the different types of financial advisors? How do I choose one?

There are different types of financial advisors. A financial advisor can be a relationship manager from a stockbroking company, insurance or mutual fund advisor, a personal banker from a well-known bank, an accountant or an attorney with expertise in taxation and estate planning.

What are the certifications to look while hiring a financial advisor?

The certifications assure you that the financial advisor that you have hired has all the skills and expertise that you need to plan a personal financial journey. When you look to hire a financial advisor you will find a range of initials and certifications that they hold. Broadly, they are divided into two categories.

A CPA (Certified Public Accountant) and CFP (Chartered Financial Planner) are the more general ones. The CFP and CPA certifications are considered as gold standards in personal financial planning. These advisors know their stuff very well and have exceptional competence in a range of financial planning subjects.

While CFA (Chartered Financial Analyst) and CLU (Chartered Life underwriter) certified professional can cater to your specific needs. A CFA can take care of your investment needs and CLU can advise you with the best insurance products.

What questions should you ask a financial advisor?

The most important question to ask a financial advisor is whether he is a fiduciary or not? A fiduciary works in the best interest of his client. Next, you must ask him about his certifications, and experience. You must always pick an advisor who has the best certifications like CPA, CFP, and CFA and at least, with a couple of years of experience. You can also ask him about his cost or fee. Always look for a fee-only advisor and make sure they don’t get commissions for selling financial products.

How does my financial advisor get paid?

There are broadly three different types of advisors.

Commission-only

If you hire a commission-based financial advisor then you will have to pay a percentage of your budget as commission and the rest of the amount will be invested in the financial products and instruments.

Fee-only

Fee-only financial advisors charge a certain flat fee for their advice. The fee depends on the years of experience, expertise, and certifications that financial advisors hold. They do not get any kind of commissions out of the financial products recommended by them.

Fee-based (Commissions and fees)

These advisors charge a combination of both commissions and fees.

Can I be my own financial advisor?

Many people have saved thousands of dollars each year by just consulting a financial advisor. Usually, people try to manage their own finances and thus are not able to draw maximum benefit out of their savings. Financial planning is quite complex and requires a lot of expertise. An experienced financial expert can help you chalk out the best plans for you and safeguard your financial future.

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