Find a Financial Advisor in Burlington County, NJ

 

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

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We Only Work With The Best Burlington 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 Burlington County, NJ


  • Financial Advisor Close to Burlington 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 Burlington 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 Burlington County, NJ

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

  • Population: 445,702
  • % of Population 62 Years and Over: 20.4%
  • Average Home Value: $259,000
  • Average Monthly Housing Cost: $1,587
  • Average Household Income: $113,226
  • 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 Burlington County, NJ

 

BLUEFIN FINANCIAL

Website

(856) 795-9998

212 West Route 38
Suite 106
Moorestown, NJ 8057

SEC#: 801-112245
Years in Business: 3 years

MAIN STREET FINANCIAL LIFE ADVISORS, LLC

Website

(856) 234-3550

212 W. Route 38
Suite 600
Moorestown, NJ 8057

SEC#: 801-60820
Years in Business: 19 years

QUAKER WEALTH MANAGEMENT LLC

Website

(856) 222-0110

70 East Main Street

Moorestown, NJ 8057

SEC#: 801-108126
Years in Business: 5 years

LANE HIPPLE - WEALTH MANAGEMENT GROUP

Website

(856) 638-1855

155 E. 3rd Street

Moorestown, NJ 8057

SEC#: 801-112841
Years in Business: 3 years

REDWOOD WEALTH MANAGEMENT GROUP, LLC

Website

(856) 500-2900

110 Marter Ave, Suite 410

Moorestown, NJ 8057

SEC#: 801-106789
Years in Business: 6 years

SOUND INCOME STRATEGIES, LLC

Website

(267) 968-6770

212 West Route 38
Suite 200
Moorestown, NJ 8057

SEC#: 801-80425
Years in Business: 7 years

SOUND INCOME STRATEGIES, LLC

Website

(856) 380-4063

212 West Route 38
Suite 200
Moorestown, NJ 8057

SEC#: 801-80425
Years in Business: 7 years

ADVISORY SERVICES NETWORK, LLC

Website

(856) 778-0908

505 S. Lenola Rd.
Suite 110
Moorestown, NJ 8057

SEC#: 801-71112
Years in Business: 11 years

SOUND INCOME STRATEGIES, LLC

Website

(856) 380-4063

212 West Route 38
Suite 200
Moorestown, NJ 8057

SEC#: 801-80425
Years in Business: 7 years

 


Burlington County, NJ Financial Advisor FAQs

Financial advisers are professionals who work for an investment firm responsible for supporting their clients' need, whether it be saving, investing, or buying insurance. They help people manage their finances so they can secure their present and future needs.
Yes. Banking decisions, mortgage decisions, and should I buy or lease a car are all endeavors that require a real financial advisor--not just the guy at the bank who sold you your checking account.
Financial advisors are paid in a few different ways. Some pay is related to performance, some is time-based, and some is commission-based.
It's critical to find a Financial Advisor who truly understands your goals and who competes on quality of execution. Ask questions about why they followed up on a given strategy, what other clients have done in similar situations, the fees you'll be paying vs. other advisors' fees, have they been disciplined by FINRA or any regulatory body for non-compliance with securities laws.