Financial Advisors in Red Bank, New Jersey (Monmouth County)

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!
... See More

Scott Buttfield

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

We are a FEE ONLY comprehensive financial advisory firm. We provide investment management, tax prep, planning for education, retirement and estates. We provide value based retirement plans for our business clients including IRA, SEP, SIMPLE, 401k, 403b. We provide rollover advice for retirees and those temporarily out of work. We are a Registered Investment Advisor not connected with any broker/dealer. We put our clients first.... See More

Wealth Management, Estate Planning, Divorce Planning.

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

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.

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

Danna Jacobs, ADPA, CFP, MBA
Our Mission: At Legacy Care Wealth, we work closely with young professionals and entrepreneurs to learn about their largest financial concerns and their visions for their future. We then address any cash flow needs to align today's finances with their goals of tomorrow. Together with our clients, we devise appropriate financial planning strategies that best align our clients' finances with what drives them and finds them the most happiness.
Our Services: Our services are coordinated to provide a variety of resources that best suit our clients' needs. These services include, but are not limited to, comprehensive financial planning, investment management, tax efficiency planning, debt management, business management, bookkeeping, and savings and budgeting models.
Our Commitment: Legacy Care Wealth was founded upon the belief that clients deserve the utmost care and consideration from their professional partnerships. We pride ourselves on our superior and efficient client service and we are committed to maximize the value we bring to our customers.
Your Financial Issue: Now more than ever, our financial futures require comprehensive analysis to maintain success. Today, we face complications from market fluctuations, increased legal oversight, social security gaps, and ever-changing tax laws that impact our personal and professional lives. We understand that your financial management is the key to helping you achieve your life goals.
Your Solution: We will work with you both to provide planning and as an advisor for any of your financial planning needs. ... 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

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.
... 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

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

Ajay Kaisth, CFP, CRPC, MA
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);KAI Advisors LLC is a boutique fee-only personal financial planning and investment management firm located in Princeton Jct., NJ and serving the needs of families and small businesses nationwide. We provide expert, financial planning and investment management services on a "fee-only" basis to individuals, families and small-business owners. Clients can expect unbiased fiduciary advice, more savings and peace of mind when working with us. We welcome your interest and invite you to visit our website - www.kaiadvisors.com - or contact us at . ... See More