Financial Advisors in Princeton Junction, New Jersey (Mercer County)

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

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

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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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

Martin Shenkman, CPA, JD, MBA

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

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

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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Nicholas LaVerghetta, CFP
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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

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