Financial Advisors in Brick, New Jersey (Ocean County)

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

Jennifer Murray, CFP, MBA
Stonebridge Financial Advisors, LLC is a Fee-Only financial planning and investment management firm with offices in Morristown and Sea Girt, NJ. The firm caters primarily to women who are widowed or divorced.
Stonebridge's mission is to provide sound, objective advice when women need it most. The firm works with clients to objectively assess their current situation, establish goals and objectives, and implement a solid financial plan to meet those goals. We provide guidance and advice to help clients sort things out and make the many important decisions that need to be made after the death of a spouse or divorce.
Financial planning services are provided on an hourly or fee for project basis. Investment management services are charged as a percentage of assets under management.... See More

Oscar Wealth Advisory Sdn Bhd (Oscar Wealth) is a Licensed Investment Adviser (Financial Planning) under Securities Industry Act 1983, Securities Commission of Malaysia. Oscar Wealth is a Premier Boutique Financial Planning & Advisory Group that providing personal, corporations and high net worth individuals with a diversified range of financial products and services.... 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

Jordan Crowley, CFP

We're dedicated to making sure that when you have a windfall, it works for you. This isn’t just my job, it’s a personal mission. Too frequently I’ve seen people make honest mistakes, get mistreated, and go through their sudden wealth before they realize it. I can’t stand by and watch this happen, and am determined to make sure it doesn’t happen to you.... See More

Martin Shenkman, CPA, JD, MBA

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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Jennifer Faherty, CFP
The mission of Financial Wealth-being is to provide clients with the education and practical tools they need to be able to make smart money choices that are right for them. We provide financial guidance in a way that is accessible, affordable and holistic, with an emphasis on budgeting, financial literacy, and financial wellness. We specialize in working with aspiring entrepreneurs, young families, and independent women, helping them to “live a life of their dreams” while still “living within their means.” Services include comprehensive financial planning, hourly financial planning, budgeting/cash flow planning, debt management, and coaching. You can schedule an initial consultation below or contact for more information.

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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

Nicholas LaVerghetta, CFP
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);NCM Capital Management, LLC is a fee-only, independent firm that provides financial planning, consulting, investment management and wealth management services. Located in Northern New Jersey, NCM's mission is to assist clients with achieving their personal version of financial success. Our business model allows us to be an unbiased advisor who is free from the conflicts of interest besetting commission based firms. Each of NCM's clients receive advice and execution specific to their unique situation, and ongoing, frequent communication. Please visit our web site to learn more information about NCM Capital Management, url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);... See More

Robert Solimano, CFP
Angel Oak Financial Services, LLC is a fee-only Registered Investment Advisor in the state of New Jersey. As a Registered Investment Advisor, by regulation, we are upheld by a fiduciary standard to our clients. The firm was founded by Robert Solimano CFP® on the belief that planning services and the investment advice that follows should be in perfect balance with the life you want to live. Financial planning is a process consisting of an individual's lifetime events, money, emotion and time. It is as much art as science and when practiced correctly, with the client always put first, leads to a richer life overall. Services range from hourly planning to full financial plans with asset management. Financial planning is practiced on a very individualized basis with a holistic view toward reaching financial planning goals. Initial consultations may be scheduled by emailing Or calling Rob @ ... See More