The 30 Best Fiduciary services in New Jersey

Somerset Hills Wealth Management is a premier finance institution located at 233 Mount Airy Road in Bernards, New Jersey, United States. Our team of experienced professionals is dedicated to providing personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your assets, we offer tailored solutions to meet your unique needs. Trust Somerset Hills Wealth Management to guide you on the path to financial success.

Accretive Wealth Partners is a finance institution located at 1 Gatehall Drive in Parsippany-Troy Hills, New Jersey, United States. Our goal is to improve our clients' financial lives through independent, thoughtful, and straightforward guidance. As a service-oriented wealth management firm, we strive to build trust and deserve it. We are committed to understanding our clients' goals, values, and unique circumstances to create value for them. We are a fee-only firm and fiduciaries, meaning we only receive compensation from our clients and are obligated to act in their best interest. Our investment philosophy is goal-oriented, disciplined, and efficiently implemented. Financial planning is an ongoing process tailored to each client's goals and objectives. We collaborate with tax and estate professionals to keep plans up-to-date and review insurance coverages to mitigate risks.

Highland Financial Advisors, LLC is a finance institution located at 1680 New Jersey 23, Wayne, New Jersey, United States. They are fee-only financial advisors offering personalized wealth management services to help clients achieve their financial goals and dreams. The firm is committed to providing transparent and personalized financial planning, tax planning, and investment management services. Their fee structure is based on a percentage of assets under management, starting at a minimum fee of $10,000. Highland Financial Advisors is a fiduciary advisor, meaning they are legally bound to act in the best interests of their clients. They have been named one of the top-rated wealth management firms in New Jersey for 2021-2022. Clients can expect a team approach to managing their finances and investments, ensuring they receive comprehensive support and recommendations tailored to their individual needs. If you are looking for a trustworthy and transparent financial advisor, Highland Financial Advisors, LLC may be the right fit for you.

Merrill Lynch Wealth Management is a prestigious finance institution located at 480 North Beverwyck Road in Parsippany-Troy Hills, New Jersey, United States. With a strong reputation for providing top-notch financial services and investment advice, Merrill Lynch offers tailored wealth management solutions to help clients achieve their financial goals. Whether you're looking to grow your portfolio, plan for retirement, or manage your assets, Merrill Lynch's team of experienced professionals is dedicated to providing personalized guidance and support every step of the way. Trust Merrill Lynch Wealth Management to help you navigate the complexities of the financial world and secure your financial future.

Beacon Pointe Advisors is a finance institution located at 47 Maple Street in Summit, New Jersey, United States. They offer Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services in the Tri-State Area of New York, Connecticut, and New Jersey. Beacon Pointe is one of the largest Registered Investment Advisor firms in the nation, working with institutions, defined contribution plans, individuals, and families. Their team of investment advisors and financial planners in the Tri-State area focus on full-service financial planning and research-driven investments. They take a holistic approach, addressing all aspects of financial well-being including wealth and retirement planning, estate and tax strategy planning, insurance reviews, and risk assessments, among others.

Patterson Smith Associates LLC is a finance, health, and insurance agency located at 3 Elm Street in Morristown, New Jersey, United States. Our team of professional employee benefit advisors specializes in helping construction and service related companies design, build, and manage their employee benefit plans. Services include 401(k) plans, Prevailing Wage / Davis – Bacon plans, Health and Welfare plans, Fiduciary services, Compliance and HR Support Services. Our independence ensures that our interests are aligned with yours, giving you access to a wide range of plans without any proprietary vendor or product pressures. You can trust that the advice we offer is based solely on what's best for you and your participants.

Kiely Capital Management, located in Morristown, New Jersey, is a finance institution dedicated to helping clients achieve their long-term financial goals. Led by Bernard Kiely, a NAPFA-Registered Financial Advisor and CERTIFIED FINANCIAL PLANNER™ Professional, the firm offers objective financial planning to assist clients in building, managing, growing, and protecting their assets through life's transitions. Kiely Capital Management focuses on personalized solutions and offers services such as asset management, retirement planning, and income tax preparation. With over 25 years of experience, the team at KCM is committed to providing quality financial advice and assistance to clients in Central and Northern New Jersey.

Mariner Wealth Advisors is a leading financial institution located at 1 Main Street in Chatham, New Jersey, United States. Our team of experienced advisors offers comprehensive wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are dedicated to providing personalized solutions tailored to your unique needs. Trust Mariner Wealth Advisors to guide you towards a secure financial future.

High Mountain Financial Coaching is a finance institution located at 127 Rock Road, Hawthorne, New Jersey, United States. We specialize in helping professionals and entrepreneurs who love the outdoors grow and protect their wealth while living a life they love. Our founder, with over 16 years of experience in the financial industry, established High Mountain Financial to disrupt the traditional paradigm of financial firms that prioritize sales quotas over client interests. As a Virtual CFP® professional, we offer personalized financial planning and investment management services to clients across the United States. We are committed to acting as fiduciaries, always putting our clients' interests first. Our fee-only structure ensures that 100% of our compensation comes directly from our clients, eliminating any conflicts of interest.

The Keating Meizoso Wealth Management Group is a prestigious finance institution located at 200 Park Avenue in Florham Park, New Jersey, United States. With a team of experienced financial advisors, the institution offers comprehensive wealth management services to help clients achieve their financial goals. From investment planning to retirement strategies, the Keating Meizoso Wealth Management Group is dedicated to providing personalized and professional financial guidance to individuals and families.

Beacon Hill Private Wealth, LLC is a finance institution located at 350 Springfield Avenue in Summit, New Jersey, United States. Our firm offers wealth advice with a disciplined, evidence-based approach to help clients navigate life's financial complexities. With a family office service model that focuses on what's important to you, we design strategic plans using a comprehensive and integrated approach. Our goal is to reduce lifetime tax liabilities and improve wealth transfer opportunities for our discerning clients. Established to provide sophisticated advice and highly personalized service, Beacon Hill Private Wealth combines the expertise, discipline, and knowledge of our founder with the capabilities of a boutique firm. We cultivate productive client relationships and deliver sound and comprehensive wealth planning advice in a fiduciary manner. Our services include investment management, retirement and estate planning, tailored financial plans, and evidence-based investment portfolios to help clients achieve their long-term goals with the least amount of risk.

Bauman, Noonan and Associates is a finance and insurance agency located at 40 Baldwin Road in Parsippany-Troy Hills, New Jersey, United States. Specializing in retirement plans for small businesses since 1970, we offer comprehensive 401k and profit sharing plan services. As experienced retirement plan specialists, we have the technical expertise and commitment to ensure that you and your employees receive the maximum benefit from your plan. As a small business owner sponsoring a retirement plan, it is important to understand your legal responsibilities as a plan fiduciary. Our website provides valuable information to help you make informed decisions regarding your retirement plan. While not a do-it-yourself guide, our non-technical material aims to educate and empower you in managing your plan effectively. Remember to verify the credentials of our investment professionals on FINRA's BrokerCheck. Trust Bauman, Noonan and Associates to guide you towards a secure financial future.

Lifetime Advisory is a premier financial institution located at 44 Franklin Avenue in Ridgewood, New Jersey. Our team of experienced advisors is dedicated to providing personalized and comprehensive financial planning services to help our clients achieve their long-term financial goals. Whether you are planning for retirement, saving for your children's education, or looking to invest for the future, our experts are here to guide you every step of the way. Trust Lifetime Advisory to provide you with expert financial advice and support to secure your financial future.

Prime Pensions Retirement Plan Administrator, Inc. is a finance institution located at 25 Vreeland Road in Florham Park, New Jersey, United States. Our team of retirement plan professionals with decades of experience is dedicated to providing timely and knowledgeable responses to our clients. We offer high-quality service at agreed-upon prices, never charging for consultation or support time. Our long-tenured staff is well-versed in the retirement plan space and is passionate about solving problems for clients and their advisors. With nationwide resources and local offices, we provide expert advice with a personal touch to clients of all sizes across the USA. Partner with Prime Pensions to benefit from our deep experience in retirement plan design and support. Contact us to discover why we are the trusted choice among actuarial and recordkeeping firms. Prime Pensions, Inc. has been CEFEX certified since 2017, meeting the ASPPA Standard of Practice for Retirement Plan Service Providers.

are proud to serve a diverse clientele, including corporate executives, business owners, attorneys, medical professionals, widows, members of the LGBTQ community, and extended families across more than 20 states. Glenn Preston Evans, located at 51 John F Kennedy Parkway in Millburn, New Jersey, offers personalized financial planning and investment strategies tailored to each client's unique goals and circumstances. With a focus on building strong client relationships based on trust and personalized service, Glenn and his team provide nuanced insights and ongoing value to clients, helping them achieve their financial objectives and secure their legacies. As a Certified Financial Planner™, Chartered Retirement Planning Counselor, and Certified Plan Fiduciary Advisor, Glenn is dedicated to helping clients navigate complex financial decisions and plan for the future with confidence. Whether you are planning for retirement, managing investment risk, or preparing to pass on your wealth to future generations, Merrill Lynch Financial Advisor Glenn Preston Evans can help you develop a personalized financial strategy designed to help you achieve your goals.

SkyPath Private Wealth, located at 51 John F Kennedy Parkway in Millburn, New Jersey, is a finance institution dedicated to helping clients achieve their financial goals and build a lasting legacy for future generations. Our team of experienced advisors works closely with each client and their families to understand their values, aspirations, and dreams. We provide smart solutions and create robust financial plans that simplify decision-making and guide our clients towards success. As a Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC, we offer securities and advisory services to help clients begin their journey towards financial prosperity. At SkyPath Private Wealth, we believe in fostering long-term relationships and helping each client succeed in achieving their wealth management goals.

Roundout Wealth Management Inc is a leading finance institution located at 14 Amelia Street in the vibrant city of Montclair, New Jersey, United States. Our team of experienced financial advisors are dedicated to helping our clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, our team is here to provide expert guidance and support. Trust Roundout Wealth Management Inc to help you navigate the complexities of the financial world and secure a prosperous future.

Chartwell Consulting Group, located in Montclair, New Jersey, is a finance institution dedicated to helping clients achieve their financial goals through a disciplined fiduciary investment approach developed and refined over nearly 30 years. The institution focuses on delivering highly customized strategies and solutions, combining decades of experience, solid investment management, and unbiased insight. As fiduciary investment consultants, Chartwell Consulting Group works with clients to manage and oversee retirement plans, offering strategies to reduce costs, mitigate fiduciary responsibilities, and enhance employees' ability to retire comfortably. The institution's experienced team of endowment investment advisors collaborates with key stakeholders to deliver tailored investment solutions that align with nonprofit organizations' unique objectives.

Diversified Planning Strategies is a finance institution located at 101 Eisenhower Parkway, Roseland, New Jersey, United States. We prioritize building lifelong relationships with our clients based on service and trust. Our team of Advisors host informational seminars and lunch and learns on various topics such as retirement income strategies and wealth management, often featuring guest speakers and special activities. We are dedicated to keeping our clients informed on issues that impact their financial well-being. Our Advisors are licensed Investment Adviser Representatives and Fiduciaries, helping clients design and implement personalized investment and retirement plans. As an independent financial services firm, we offer a variety of investment and insurance products to custom suit our clients' needs and objectives. Investment advisory services are offered by registered individuals through Diversified Planning Strategies Advisors, LLC. Feel free to schedule a no-obligation meeting with us at any of our events.

First Light Wealth Advisors, LLC is a reputable finance institution located at 76 East Main Street in Little Falls, New Jersey, United States. Our team of experienced advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized wealth management strategies. With a focus on building long-term relationships and providing top-notch financial advice, we strive to empower our clients to make informed decisions about their finances. Whether you are planning for retirement, managing investments, or seeking financial guidance, First Light Wealth Advisors, LLC is here to support you every step of the way.

Coroebus Wealth Management is a leading financial institution located at 1 Gateway Center in Newark, New Jersey, United States. Our team of expert financial advisors specialize in providing personalized wealth management services to help our clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Coroebus Wealth Management is dedicated to providing tailored solutions to meet your needs. Trust us to guide you towards a secure financial future.

The Goria Willson Group at Morgan Stanley is a leading finance institution located at 61 South Paramus Road in Paramus, New Jersey, United States. With a strong reputation for providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals. From investment planning to wealth management, we offer a wide range of services tailored to meet the unique needs of each individual or organization. Trust in the Goria Willson Group at Morgan Stanley for all your financial needs.

Compass Wealth Management LLC is a finance institution located at 9 Lincoln Avenue in Rutherford, New Jersey, United States. Our team of experienced financial advisors is dedicated to helping clients navigate their financial journey with personalized strategies tailored to their unique goals and objectives. Whether you are planning for retirement, investing for the future, or seeking guidance on wealth preservation, Compass Wealth Management LLC is committed to providing expert advice and exceptional service. Contact us today to start planning for a secure financial future.

Campania Wealth Management, LLC is a finance institution located at 847 Broadway in Bayonne, New Jersey, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to provide expert guidance and support. Contact us today to schedule a consultation and start building a secure financial future.

Parks Wealth Management is an independent finance institution located in Ridgewood, New Jersey. Our team of financial advisors understands the unique relationship each individual has with money. We offer 24/7 tracking of personal finances and financial goals, without any proprietary investment products. Clients choose us for our diverse group of families, providing added confidence in their financial lives. Our true family environment sets us apart, and we are happy to connect you with current clients for testimonials. Let us guide you in prioritizing your financial goals, from retirement planning to debt management. We provide strategies to help you pursue short and long-term goals, tailored to fit your life. Whether you're anxious about retirement, short on time, or simply looking to lead a healthier financial life, Parks Wealth Management is here to help. Securities are offered through LPL Financial, Member FINRA/SIPC, and investment advice is offered through Private Advisor Group, a registered investment advisor. We are committed to providing quality services to our clients, and our Wealth Manager Award reflects this dedication. Contact us today to learn more about how we can help you achieve your financial goals.

Wealth Navigators is a leading finance and insurance agency located at 210 Route 4 in Paramus, New Jersey, United States. Our team of experienced professionals is dedicated to helping clients navigate the complexities of wealth management and financial planning. With a focus on personalized service and tailored solutions, we strive to help our clients achieve their financial goals and secure their futures. Whether you are looking for investment advice, retirement planning, or insurance coverage, Wealth Navigators is here to guide you every step of the way. Visit us today to see how we can help you build and protect your wealth.

Groesbeck Investment Management Corporation is a leading finance institution located at 12 New Jersey 17, Paramus, New Jersey, United States. With a strong reputation for providing expert investment management services, Groesbeck offers tailored solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, our team of experienced professionals is dedicated to delivering exceptional results. Trust Groesbeck Investment Management Corporation to guide you towards a secure financial future.

Steward Partners is a leading financial institution located at 115 West Century Road in Paramus, New Jersey. With a team of experienced professionals, Steward Partners offers a wide range of financial services tailored to meet the specific needs of their clients. Whether you are looking for investment advice, retirement planning, or wealth management services, Steward Partners has the expertise and resources to help you achieve your financial goals. Visit their office in Paramus today to learn more about how they can assist you in securing your financial future.

FFP Wealth Management, Inc is a finance institution located at 847 Broadway in Bayonne, New Jersey, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management services. Whether you are looking to plan for retirement, invest for the future, or protect your assets, we offer comprehensive strategies tailored to your individual needs. Trust FFP Wealth Management, Inc to provide you with expert guidance and support on your financial journey.

Merrill Lynch Financial Advisor Ofer Ouriel, located at 2200 Fletcher Avenue, Fort Lee, New Jersey, United States, is dedicated to helping clients prioritize and pursue their financial goals. Ofer Ouriel, a Certified Plan Fiduciary Advisor, takes the time to understand each client's unique financial situation and personal priorities. The institution offers personalized wealth analysis to create a customized plan centered on the client's goals. With access to the global resources of Merrill, Ofer and his team provide personalized service and build strong client relationships based on trust. The focus is on helping clients manage, grow, and preserve their wealth while addressing changes in their lives and the financial markets. Through ongoing conversations and adjustments to the financial approach, the goal is to help clients achieve what matters most to them. The institution offers a range of financial services and solutions, tailored to each client's individual needs. Ofer Ouriel is registered to do business in multiple states and holds the Chartered Retirement Planning Counselor designation. Investing involves risk, and clients are encouraged to consult with their legal and tax advisors before making financial decisions. With a focus on understanding each client's unique goals and priorities, Merrill Lynch Financial Advisor Ofer Ouriel is committed to helping clients achieve their financial aspirations.