Financial Advisors in Ewing, New Jersey (Mercer County)

as an independent Registered Investment Adviser(RIA), we look for a probability of success, understanding we face an inexact future in fulfilling your financial goals. We focus on client's time frames and the returns needed to achieve their goals.

Scott Noyes, CFA, CFP, MBA
At Noyes Capital, we are passionate about helping you and your family work towards financial success. Whether your concerns are retirement planning, investments, college planning or estate planning, we help organize the relevant issues and present you with a simplified list of choices and tradeoffs. We help you focus on strategic decisions rather than the detail.
Our clients work with us for three main reasons:
1) Experience and credentials - 27 yrs of industry experience and many credentials - CFA, CFP, MBA
2) Our business model is based on independence, ethics, professionalism and full disclosure;
3) We help improve your prospects for investment success.
Our typical clients are affluent families with $750K to $10 million of investable assets. We work with clients throughout the east coast and enjoy helping familes succeed.... 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

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

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 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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George Kiraly, CFP, MBA
LodeStar Advisory Group, LLC is an independent, fee-only, boutique wealth management firm committed to helping individuals and business owners achieve their long-term financial goals.
We combine asset management with comprehensive financial planning, using cutting-edge technology, to give you the best in wealth management. We serve as fiduciaries and always put your best interests first. Our "open platform" allows us access to the entire universe of investment solutions, objectively, with no biases whatsoever. Providing fee-only wealth management services is our only business.... See More

Jeffrey Waters, CFP
I started OFC ("order from chaos") Financial Planning, LLC in 2005. My practice involves comprehensive financial planning and investment management for high net worth individuals. Many of my clients work in the financial services industry and thus have exposure to the markets through their jobs. I specialize in building portfolios that help hedge the risks to a client's income stream through their jobs.
In addition to myself, I have two employees. Michi Magee, Financial Planning Associate, who has completed the Certificate Program in Financial Planning at Fairleigh Dickinson, works on financial planning matters. Beth Von Bevern, Operations Associate, who is a CPA and formerly was a controller for the real estate funds at BlackRock, works on interal operations and finance.... See More

Robert B Walsh, CFP, CPA/PFS, CRPC
Lighthouse Financial Advisors, Inc. represents the next generation of financial advice.
Lighthouse Financial Advisors, Inc. provides integrated tax and financial advisory services. Our difference is that we follow a fee-only, personal relationship model. In the past, this business model was available only to the super wealthy. However, Lighthouse Financial Advisors, Inc. brings it to you today. We work closely with you to determine the best plan for you. Our mission is to help you reach your goals. Together we will design a complete program that addresses all of your tax and financial issues.
The Future of Financial Planning...Today!
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Scott Buttfield

Kelly Trageser, CFP, MBA
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);Our practice focuses on developing life long relationships built on trust, expertise and the highest level of client service. To fulfill this mission, we are committed to: Giving advice that is always in our client's best interest Improving the financial well being of our clients through fee-only comprehensive financial planning and investment management Educating and organizing our clients so they make wise informed financial desicions Making our clients feel comfortable and respected Continually pursuing excellence at all levels through continuing education... 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

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

David Dowd, CFP, EA
I provide comprehensive and unbiased fee-only financial advice, where the value of my services exceeds the fee I charge.What!?...Let me describe in a little more detail. Comprehensive I work with you to understand all aspects of your finances. By knowing the full picture, I help clients reach their goals by avoiding costly mistakes, often overlooked by other financial advisors. Unbiased I do not sell financial products; receive any commissions or referral fees. This minimizes conflicts of interest, so that my focus is on providing financial advice that is best for you. If I have a conflict of interest, I will disclose it, as soon as I am aware of it. Fee only I charge an annual fee and you will know the amount upfront. The fee is based on your income, assets and the complexity of your situation. This is the only amount you will pay me annually. You can meet or call me as often as necessary, to help you accomplish your financial goals Provide value that exceeds my fee a. I will not enter a business relationship with you unless the value of my services exceed the fee I charge. I work with people to organize and solve their personal financial issues, so they can reach their life goals. I offer financial advice to clients who agree to work with me annually, in the following areas: Goal setting Investment tracking Investment strategy Tax preparation Retirement planning Insurance review Spending plan and cash flow review Recordkeeping Estate planning evaluation... See More

Eric Gabor
Eagle Grove differs from traditional wealth management firms that require large account minimums; we have no minimums! Many of these traditional firms are designed to serve baby boomers that are nearing retirement or already retired. Eagle Grove focuses on millennials that are entering their peak earning years. Millennials' assets are projected to grow at a rate of nearly 15 percent over the next 15 years. Eagle Grove is committed to making sure that our clients are included in this growth.
Our fee is based on a transparent monthly subscription model similar to a gym membership. Instead of physical fitness, it's financial fitness! My clients have unlimited access to a dedicated financial coach to help them define their goals, craft a plan, and hold them accountable to reaching their goals. Additionally, one-off sessions are available if you are not ready to work with me on an ongoing basis.
I am a Certified Financial Planner™ and have been working in wealth management since graduating Penn State. I enjoy my work as it allows me to mix my analytical and interpersonal skills to help others achieve their goals. Outside of work, I enjoy exploring all New York City has to offer from food truck festivals to concerts.... See More