Find a Financial Planner in Camden County, NJ

 

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

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We Only Work With The Best Camden 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 Camden County, NJ

  • Financial Advisor Close to Camden 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 Camden County Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Camden County area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Personal financial planning is a financial advisory service focused on helping individuals navigate the correct path to achieve their financial goals. Personal financial planning can look different from client to client, but in Camden County, it typically provides counsel on investing, retirement savings, taxes, estate planning, and risk management.
18.8% of Camden County's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Camden County area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
The goal of estate planning is to establish a clear plan for the distribution of your assets--called your "estate"--upon your death, incapacitation, or another predetermined condition. Estate planning in the Camden County area is typically done by a financial advisor, but sometimes legal professionals are required to assist with things like a living will.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Camden County area.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Camden County area is generally long-term and performed with the help of a qualified planner. 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 Camden 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 Camden County area when dealing with high-interest credit card debt and private student loans.

 

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

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

  • Population: 506,738
  • % of Population 62 Years and Over: 18.8%
  • Average Home Value: $203,000
  • Average Monthly Housing Cost: $1,369
  • Average Household Income: $94,016
  • 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 Camden County, NJ


WEALTH MANAGEMENT ASSOCIATES, INC.

Website

(856) 424-2350

1909 Route 70 East
Suite 100
Cherry Hill, NJ 08003

SEC#: 801-79993
Years in Business: 7 years

BCG SECURITIES, INC.

Website

(856) 393-1950

51 Haddonfield Road
Suite 210
Cherry Hill, NJ 08002

SEC#: 801-56943
Years in Business: 21 years

WEALTH CMT

Website

(856) 795-7911

200 Lake Drive East
Suite 204
Cherry Hill, NJ 08002

SEC#: 801-80698
Years in Business: 6 years

PINE VALLEY INVESTMENTS

Website

(856) 334-8260

1810 Chapel Ave. West
Suite 150
Cherry Hill, NJ 08002

SEC#: 801-80742
Years in Business: 6 years

CYPRESS FINANCIAL PLANNING

Website

(856) 720-0029

1500 Kings Highway North
Suite B-204
Cherry Hill, NJ 08034

SEC#: 801-112700
Years in Business: 3 years