Find a Financial Planner in Englewood Cliffs, NJ


Get Top Tier Financial Planning

We did the hard work of finding trustworthy partners in Englewood Cliffs, NJ.

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Englewood Cliffs 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,, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products


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


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


Our Process for Choosing
An Independent Financial Advisor in Englewood Cliffs, NJ

  • Financial Advisor Close to Englewood Cliffs, 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 Englewood Cliffs Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Englewood Cliffs area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planning focuses on organizing and optimizing a client's finances through risk management, debt reduction, investment management, and more. Some of the most common services in Englewood Cliffs include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
29.8% of Englewood Cliffs'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 Englewood Cliffs area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
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 Englewood Cliffs area, qualified financial professionals--like financial advisors--offer estate planning services.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Englewood Cliffs area an ongoing effort.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. Financial advisors in the Englewood Cliffs area often offer tax planning services to their clients. 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 Englewood Cliffs 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 is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Englewood Cliffs area often use this strategy when clients have high-interest credit card debt or private student loans.


The Value of Working With the Best Financial Planners in Englewood Cliffs, NJ

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


Without Advisor

With Advisor

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

Find a Fee-Only Financial Planner Near Englewood Cliffs, NJ

We evaluated over 13,000 RIA firms to bring you the best of the best Englewood Cliffs financial advisors.
  • This field is for validation purposes and should be left unchanged.

How Retirement-Friendly is Englewood Cliffs, NJ?

  • Population: 5,371
  • % of Population 62 Years and Over: 29.8%
  • Average Home Value: $1006,200
  • Average Monthly Housing Cost: $2,513
  • Average Household Income: $214,589
  • 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 Englewood Cliffs, NJ



(888) 736-7871

560 Sylvan Avenue

Englewood Cliffs, NJ 07632

SEC#: 801-68660
Years in Business: 13 years



(201) 871-0866

574 Sylvan Avenue
Suite 100
Englewood Cliffs, NJ 07632

SEC#: 801-65726
Years in Business: 15 years



(201) 227-5040

910 Sylvan Avenue
Suite 130
Englewood Cliffs, NJ 07632

SEC#: 801-74291
Years in Business: 9 years



(201) 464-0962

530 Sylvan Ave.
Suite 101
Englewood Cliffs, NJ 07632

SEC#: 801-79065
Years in Business: 7 years



(201) 541-2121

930 Sylvan Avenue
Suite 105
Englewood Cliffs, NJ 07632

SEC#: 801-65396
Years in Business: 15 years