Find a Financial Advisor in Atlantic County, NJ

 

Get Top Tier Financial Planning

We did the hard work of finding trustworthy partners in Atlantic County, NJ.

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We Only Work With The Best Atlantic County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Atlantic County, NJ


  • Financial Advisor Close to Atlantic County, NJ

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Atlantic County, NJ


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Atlantic County, NJ

We evaluated over 13,000 RIA firms to bring you the best of the best Atlantic County financial advisors.
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How Retirement-Friendly is Atlantic County, NJ?

  • Population: 266,105
  • % of Population 62 Years and Over: 21.5%
  • Average Home Value: $221,100
  • Average Monthly Housing Cost: $1,385
  • Average Household Income: $86,110
  • New Jersey Total Tax Burden: 9.98% (6th Highest in U.S.)
  • New Jersey Property Tax: 4.94% (3rd Highest in U.S.)
  • New Jersey Individual Income Tax: 2.47% (20th Highest in U.S.)
  • New Jersey Sales and Excise Tax: 2.57% (8th Lowest in U.S.)



The Top Financial Advisor Firms in Atlantic County, NJ

 

MASTERS LEGACY PLANNING

Website

(609) 601-0800

650 New Road
Suite B
Linwood, NJ 8221

SEC#: 801-113681
Years in Business: 3 years

BOENNING & SCATTERGOOD, INC.

Website

(609) 390-4470

222 New Road
Suite 501
Linwood, NJ 8221

SEC#: 801-68111
Years in Business: 14 years

 


Atlantic County, NJ Financial Advisor FAQs

Financial advisors are professionals who help clients invest their money in order to meet short term and long-term objectives. They particularly focus on their client's personal profile and financial situation to craft specialized plans and strategies fit for their needs.
It is always wise to have a financial advisor for a single reason - it can take months, even years to accumulate the knowledge and experience needed in order to make informed decisions on matters of personal finance.
Ask about the certification, trainings, and designation he/she holds. Examine his/her educational and professional background as well.
Financial advisors are typically compensated through a percentage of sales. They may also receive commission for any trades they execute. However, financial advisors are usually required to provide their clients with fiduciary care, meaning the advisers must act in the best interest of clients at all times.