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14 Top Rated
Financial Advisors in New Vernon, New Jersey

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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Scott Noyes

Noyes Capital Management, LLC
CFA® CFP®
Scott Noyes, a financial fiduciary has been a Paladin Registry member since 2005. Scott is the owner of Noyes Capital Management, LLC. Scott holds the Chartered Financial Analyst , Certified Financial Planner certifications and has over 35 years of experience. Scott provides financial services to clients in the New Vernon, New Jersey area.
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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Michael Greco

GCI Financial Group, Inc.
CFP® ChFC®
Michael Greco, a financial fiduciary has been a Paladin Registry member since 2017. Michael is the partner in GCI Financial Group, Inc.. Michael holds the Certified Financial Planner , Chartered Financial Consultant certifications and has over 21 years of experience. Michael provides financial services to clients in the Mendham, New Jersey area.
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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

George Kiraly

LodeStar Advisory Group, LLC
CFP® MBA
George Kiraly, a financial fiduciary has been a Paladin Registry member since 2007. George is the owner of LodeStar Advisory Group, LLC. George holds the Certified Financial Planner , Master Business Administration certifications and has over 24 years of experience. George provides financial services to clients in the Short Hills, New Jersey area.
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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Mark Harwanko

Black River Financial, LLC
Mark Harwanko, a financial fiduciary has been a Paladin Registry member since 2018. Mark provides financial services to clients in the Chester, New Jersey area.
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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Peter Gellman

Palmerston Group Advisors, L.L.C.
Peter Gellman, a financial fiduciary has been a Paladin Registry member since 2011. Peter provides financial services to clients in the Highland Park, New Jersey area.
Badge1

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Christopher Gething

Atherean Wealth Management, LLC
CFP® EA
Christopher Gething, a financial fiduciary has been a Paladin Registry member since 2013. Christopher is the owner of Atherean Wealth Management, LLC. Christopher holds the Certified Financial Planner , Enrolled Agent certifications and has over 9 years of experience. Christopher provides financial services to clients in the Jersey City, New Jersey area.
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Paladin Fiduciary

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm is a fiduciary when providing financial advice and services for fees. Fiduciaries are held to the highest ethical standard in the financial service industry. They are required to always put their clients’ financial interests first.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

John Middleton

Brighton Financial Planning
AIF® CAIA® CFA® CFP®
John Middleton, a financial fiduciary has been a Paladin Registry member since 2016. John is the owner of Brighton Financial Planning. John holds the Accredited Investment Fiduciary , Chartered Alternative Investment Analyst , Chartered Financial Analyst , Certified Financial Planner certifications and has over 31 years of experience. John provides financial services to clients in the Clinton, New Jersey area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Daniel Martin

D.R. Martin And Associates
AIF® CFP®
Daniel Martin, a financial fiduciary has been a Paladin Registry member since 2019. Daniel holds the Accredited Investment Fiduciary , Certified Financial Planner certifications and has over 17 years of experience. Daniel provides financial services to clients in the Hackensack, New Jersey area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Jesse Christensen

Cherry Lane Capital
Jesse Christensen, a financial fiduciary has been a Paladin Registry member since 2019. Jesse is the partner in Cherry Lane Capital . Jesse provides financial services to clients in the New York, New York area.
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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Matt Jarvis

Valeo Financial Advisors, LLC
CFP® CPA
Matt Jarvis, a financial fiduciary has been a Paladin Registry member since 2009. Matt holds the Certified Financial Planner , Certified Public Accountant certifications and has over 8 years of experience. Matt provides financial services to clients in the New York, New York area.
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Paladin Certified

This advisor or firm is a vetted, documented member of the Paladin Registry.

Certified is Paladin’s highest level of due diligence for financial advisors and firms. Paladin has conducted background checks for the credentials and ethics that are documented in its Registry research reports.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Richard Dragotta

Private Portfolio Partners
ChFC® CRPC®
Richard Dragotta, a financial fiduciary has been a Paladin Registry member since 2005. Richard is the owner of Private Portfolio Partners. Richard holds the Chartered Financial Consultant , Chartered Retirement Planning Counselor certifications and has over 25 years of experience. Richard provides financial services to clients in the Paramus, New Jersey area.
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Paladin Certified

This advisor or firm is a vetted, documented member of the Paladin Registry.

Certified is Paladin’s highest level of due diligence for financial advisors and firms. Paladin has conducted background checks for the credentials and ethics that are documented in its Registry research reports.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Daniel Chen

DC Strategies, Integrated Wealth Management
Daniel Chen, a financial fiduciary has been a Paladin Registry member since 2006. Daniel is the owner of DC Strategies, Integrated Wealth Management . Daniel provides financial services to clients in the Eatontown, New Jersey area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Daniel Juechter

Hunter Financial Advisors, Inc
AIF® CFP® CWS®
Daniel Juechter, a financial fiduciary has been a Paladin Registry member since 2018. Daniel holds the Accredited Investment Fiduciary , Certified Financial Planner , Certified Wealth Strategist certifications and has over 30 years of experience. Daniel provides financial services to clients in the Tarrytown, New York area.
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Paladin Fee-Only

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm’s only method of compensation is a fee - just like you compensate other professionals and firms that you rely on for specialized knowledge, advice, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Charles Steege

SFG Wealth Planning Services, Inc.
SFG Wealth Planning Services, Inc., a financial fiduciary has been a Paladin Registry member since 2005. Charles is the owner of SFG Wealth Planning Services, Inc.. Charles provides financial services to clients in the Doylestown, Pennsylvania area.

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