Financial Advisors in New Jersey

MCG is an award-winning "Fee-Only" investment management and financial planning firm dedicated to helping you build wealth through a consistent, disciplined process. Founded in 1963, we've been providing sound financial advice for over five decades. Our team of professionals have over 170 years of industry experience. As an independent Registered Investment Adviser (RIA), we remain rooted in servicing our clients; not selling them commissioned based products. We focus on risk management as well as setting proper investor expectations given the current market environments.... See More

The Shulman Law Group is based in New Jersey and have represented clients throughout the United States and worldwide, thus earning a national and international reputation as being the best immigration attorneys in business. Our lawyers travel to foreign embassies and consulates to directly handle problematic situations for clients.

If you need a visa, wish to immigrate, or want to help bring a family member or employee to the United States, we can help. Firm founder Edward Shulman has more than 20 years of legal experience, and has also handled many high profile cases during that time. While an understanding of immigration law and procedure is necessary, our immigration attorneys know that consistent communication with our clients is crucial in all matters of immigration law.... See More

As a leading provider of wealth management services, Taylor Financial Group, LLC (TFG) specializes in serving affluent women and their families, high net worth families, and small business owners. We are located in Franklin Lakes, NJ, and we serve many clients located in a wide range of New Jersey communities. Using customized tax-efficient retirement plans, we can effectively help decrease tax bills in retirement and help our clients keep more money in their pockets. Contact us today to find out what we can do for you.

Our wealth management firm provides wealth management services, financial investment education for women and financial advising / consultation for small business owners. Our experienced team of professionals also provide WealthMatch™ – Our Financial Planning Service, which is essential to set and achieve your goals.... See More

A full service wealth and investment management firm. We provide group benefits for medium to small sized organizations. We accept fiduciary responsibility, placing our clients' interests before our own.

401k, 403b, 457 Individual Account Management

New York State Partnership for Long Term Care Insurance certified

Fidelity Investments Fidelity Institutional Wealth Services client... See More

Financial Pathways is an independent Fee Only financial planning firm. As fee only advisors, we are committed and dedicated fiduciaries. That means our focus is always on you - your goals, your needs, your best interest. We do not sell financial products or accept any sales commissions. We think this limits potential conflicts of interest and allows us to best serve our clients needs.

As Certified Financial Planners, we place a strong emphasis on holistic financial planning for retirement, college, and all of your life goals. In fact, we so believe in the importance of financial planning, that we promise to make our services available to all who need them. No investment minimums, no need to invest with us at all (though many of our clients choose to do so). For those who are not investing with us, project based and subscription fee based engagements are available.

We believe in a holistic approach to financial advice. That is to say, we believe that sound financial decisions must be made not in isolation, but within the context of your overall financial and life situation. It is therefore incumbent on us as advisors to make the effort to understand all aspects of your finances, rather than just focusing on a single aspect such as investments. We do this through thorough and sound financial planning.

Call for a free no pressure consultation at one of our 3 conveniently located offices in Bridgewater (serving Somerset, Middlesex, Union, Hunterdon, and Morris counties and Flanders (serving West Morris/Warren/Sussex counties).... See More

My mission is to help clients reach their financial goals, increase net worth and provide a financial understanding and peace of mind.

I am an independent, fee-only, fiduciary, CFP® professional. I have an extensive tax background and integrate tax planning with investment management as well as retirement planning.

Services provided are financial planning and portfolio management. Both are customized to meet your individual needs. My process advocates meeting with potential clients to ensure expectations are aligned, understand client goals and make sure we are a good fit before moving forward. I work out of two offices: Jersey City, NJ and NYC.... See More

Byrne Asset Management LLC is a SEC registered investment advisor based in Princeton, NJ. Our portfolio managers average over 30 years’ experience investing for mutual funds, hedge funds, foundations, trusts, and individuals. The sophisticated methods we apply for the benefit of institutions are tailored to the unique needs of each client, large or small.
An independent fiduciary:
We sell nothing – not annuities, not loaded mutual funds, not anything.
We do not outsource investment decisions.
We receive nothing for trading or holding any security.
We base all decisions solely on their efficacy and furtherance of client goals.
Free of charge, we provide holistic financial counseling and planning services.... See More

There are many accounting firms in this world, but Wiss & Company, LLP in Flemington, NJ is proud to by unique and vital. Our talents and expertise elevate us above the crowd. We offer outsourced accounting, financial planning, auditing, advisory services, business valuation, and both national and international tax preparation–all with the utmost dedication to customer service. This attention to detail puts our clients’ satisfaction through the roof, which also makes us a great partner to help your business grow.... See More

We are a true Fee-Only Investment Management and Financial Planning firm. Our services include discretionary asset management, retirement planning and income tax preparation.

James Christie, CFP

Brendan Mullooly, CFP
Mullooly Asset Management, Inc. is a fee-only investment advisory firm located in Monmouth County, NJ. We work with clients all over Monmouth County, NJ from Middletown to Brielle and Freehold to Belmar, plus everywhere in between! We also work with families across the state of New Jersey, the New York City metropolitan area, and across the US. Our firm is very unique to the industry: a family-run firm - an Investment Advisor and his three Investment Advisor sons. Additionally, our family of advisors collaborates as your personal CFO (Chief Financial Officers), working alongside your CPA, Attorney and Insurance specialist to build a personal financial plan suited for your situation. As investment advisors, we have a fiduciary obligation to our clients who have committed the growth of their net worth to our care. We take this obligation seriously. We focus on learning your goals, while building (and continually fine-tuning) your financial plan. Your appetite for volatility and risk are continually measured. Then we match an appropriate mix of investments for you, and manage those investments as we are “Helping Unite Man And Net-worth” (our H.U.M.A.N. approach).... See More

Jorie Johnson, BS, CFP
Our mission is to give you peace of mind regarding your finances and to guide you through making the on-going financial decisions in your life as you and your family grow and change. Independence: We are not affiliated with or compensated by any investment firm, mutual fund company or insurance company. This allows us to research the best solutions for your needs regardless of the company offering them. Accountability: As a Registered Investment Advisor (RIA), we have a responsibility to act as a Fiduciary to our clients. Low Fees: Our fees are consistently lower than major brokerage firms. We are compensated solely by fees and not by commissions. Our focus is on helping you secure your financial future. Partnership: We offer objective financial advice and explain why we believe that it's the right solution for your situation. ... See More

James Kinney, CFP, MBA
Financial planning reduces the uncertainty that leads to anxiety and stress over money.
At Financial Pathways we create detailed plans for retirement that answer the two big questions “Am I Ready To Retire” and “How Do I Do This?”.
We help parents figure out how to save and pay for college expenses. We help young people get their lives started on sound financial footing. We help divorcing individuals chart a new financial course. We help clients invest their savings in a manner consistent with their goals.
We do not require clients to invest with us. We do not impose any “minimum asset requirements”. We do not sell insurance or other financial products.
Visit www.financialpathways.net to learn more about our “no strings attached” financial advice.

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Michael Maye, CFP, CPA/PFS, MBA
MJM Financial Advisors, LLC was founded by its owner and President Michael J. Maye. Mr. Maye has a B.S. in Accounting and an MBA in Finance. Mr. Maye is a CFP® certificant and is also a CPA (NJ & NYS).
MJM provides highly personalized financial planning and investment management services to the firm's clients. MJM's financial planning services include: cash flow/net worth review, portfolio reviews, risk management, tax planning, and estate planning.
We encourage you to contact us today for a free one hour no-cost consultation.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame logo) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements
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Victoria Fillet Konrad, CFP
Blueprint Financial Planning is a SEC Registered Investment Advisor. The co-founders of Blueprint are Victoria Fillet Konrad and Richard Konrad both Certified Financial Planners ™.
Vicki is the former Chairman and President of the Financial Planning Association of New York. She is an avid volunteer with FPANY working with students at Borough of Manhattan Community College, and a regular lecturer at the NYPublic Library. She began her career on Wall Street in institutional finance, but much prefers working with individuals! She is passionate about helping everyone, especially those most ignored, to become financially literate!
Rick also started his career in finance managing investment assets for institutions in Canada. He is a CFA® and moved to the US to head the Research Department at a brokerage firm. He also preferred to leave the institutional investment arena and established Value Architects Asset Management to manage investment accounts for our clients. Blueprint does only financial planning and Value Architects is the investment management arm.
Rick is a professor at NYU SPS teaching financial planning to those studing for their CFP. He is on the board of University of Western Ontario, and also lecturer at the NY Public Library.
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