Find a Financial Planner 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 Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

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

 

How Can a CFP® in Burlington County Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Burlington County area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planners work with their clients to create strategies for both short-term and long-term financial improvement. Financial planners in Burlington County typically take a holistic approach, centered on advice and planning, offering management services for taxes, retirement accounts, or investments.
20.4% of Burlington County's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Burlington County area can create a custom plan and walk with you each step of the way.
Estate planning names the beneficiaries of your estate upon death and who has the responsibility to make healthcare and financial decisions on your behalf if you are incapacitated during life. A comprehensive estate plan includes a living will and other types of legal documentation as needed to achieve its intended outcome. In the Burlington County area, qualified financial professionals--like financial advisors--offer estate planning services.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Burlington County area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Burlington County area who determine what breaks are available to you to minimize your tax payments. Tax planning strategies will differ depending on depending on where you live. New Jersey has unique laws defining which actions trigger a taxable event and has the 6th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse is a service offered by many financial advisors, planners, and other professionals in the Burlington County area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Burlington County area when dealing with high-interest credit card debt and private student loans.

 

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 08057

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 08057

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

QUAKER WEALTH MANAGEMENT LLC

Website

(856) 222-0110

70 East Main Street

Moorestown, NJ 08057

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

LANE HIPPLE - WEALTH MANAGEMENT GROUP

Website

(856) 638-1855

155 E. 3rd Street

Moorestown, NJ 08057

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

REDWOOD WEALTH MANAGEMENT GROUP, LLC

Website

(856) 500-2900

110 Marter Ave, Suite 410

Moorestown, NJ 08057

SEC#: 801-106789
Years in Business: 5 years