Financial Advisors in Morristown, New Jersey (Morris County)

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

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

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

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

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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Jordan Crowley, CFP

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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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

There are many accounting firms in this world, but Wiss & Company, LLP in Flemington, NJ is proud to by unique and vital. Our talents and expertise elevate us above the crowd. We offer outsourced accounting, financial planning, auditing, advisory services, business valuation, and both national and international tax preparation–all with the utmost dedication to customer service. This attention to detail puts our clients’ satisfaction through the roof, which also makes us a great partner to help your business grow.... 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

Wealth Management, Estate Planning, Divorce Planning.

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

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

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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