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

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 Dunn, CFP
Private Wealth Management Group, LLC is a comprehensive financial planning and investment advisory firm primarily serving those seeking an exceptional level of personal service and guidance. Our firm is composed of two planners who hold the CFP® designation. We utilize a team approach to assist our clients in making the right decisions for their financial future. We seek to accomplish this through education, communication, and by delivering an experience that will provide a lasting feeling of financial well being and security. If you would like more information about our firm, please visit our website at www.myprivatewealth.com.... 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

David Walter, CFP, CPA/PFS
Halberstadt Financial Consultants, Inc. is an independent investment advisor registered with the Securities and Exchange Commission. The Firm provides investment planning and consulting and comprehensive tax and financial planning to individuals, business owners, and executives.... See More

Tanya Walliser, CFP
Founded in 1988, Condor Capital is an employee owned SEC-registered investment advisor. We strive to be more than just your investment manager by providing a comprehensive range of financial planning services. We provide our investment management services on a fee-only basis. Our fees are based on the size of our clients' portfolios, rather than commissions or number of trades, so there is no conflict of interest regarding our investment decisions. As part of our integrated approach to investment management, we provide you unlimited and thorough financial planning advice on a complimentary, as-needed basis. We pride ourselves on providing wealth management solutions that combine investment management, financial planning, and relationship management services, including consulting with your other advisors, allowing you to streamline your complex financial affairs.... See More

Eleanore Szymanski, BS, CFP

Constance Herrstrom, BS, CFP, MBA
At Premier Financial Planning, Inc. (PFPI), we are committed to serving our clients and helping them strengthen their financial resources and achieve their goals.
PFPI is a fee-only financial planning and investment management firm whose services can include: goal development and risk management, cash flow analysis, insurance analysis and risk management, retirement planning, estate planning, investment planning, asset allocation and portfolio design, active money management, tax strategies.
To learn more about PFPI and the services we provide, including our initial, no-cost consultation, please visit our website: www.premierfinancialplan.com.


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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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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

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

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

John Moynihan, CFP

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

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