Find a Financial Advisor in Florham Park, NJ

 

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We did the hard work of finding trustworthy partners in Florham Park, NJ.

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We Only Work With The Best Florham Park 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 Florham Park, NJ


  • Financial Advisor Close to Florham Park, 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 Florham Park, 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 Florham Park, NJ

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

  • Population: 11,623
  • % of Population 62 Years and Over: 23%
  • Average Home Value: $680,400
  • Average Monthly Housing Cost: $2,325
  • Average Household Income: $163,507
  • 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 Florham Park, NJ

 

WISS PRIVATE CLIENT ADVISORS, LLC

Website

(973) 577-2529

100 Campus Drive
Suite 400
Florham Park, NJ 7932

SEC#: 801-117284
Years in Business: 2 years

NATIONAL WEALTH MANAGEMENT, LLC

Website

(973) 805-6950

26 Columbia Turnpike
Suite 105
Florham Park, NJ 7932

SEC#: 801-64526
Years in Business: 16 years

WASHINGTON CROSSING ADVISORS LLC

Website

(973) 549-4052

18 Columbia Turnpike

Florham Park, NJ 7932

SEC#: 801-108807
Years in Business: 4 years

JACOBS LEVY EQUITY MANAGEMENT

Website

(973) 410-9222

100 Campus Drive
2nd Floor West
Florham Park, NJ 7932

SEC#: 801-28257
Years in Business: 35 years

STIFEL, NICOLAUS & COMPANY, INCORPORATED

Website

(973) 549-4084

18 Columbia Turnpike

Florham Park, NJ 7932

SEC#: 801-10746
Years in Business: 46 years

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Website

(800) 937-0633

100 Campus Dr

Florham Park, NJ 7932

SEC#: 801-14235
Years in Business: 42 years

PRIVATE PORTFOLIO PARTNERS, LLC

Website

(973) 301-2360

30 Columbia Tpk
Suite 101
Florham Park, NJ 7932

SEC#: 801-81108
Years in Business: 6 years

RBC CAPITAL MARKETS, LLC

Website

(973) 829-1000

200 Park Avenue
2nd Floor
Florham Park, NJ 7932

SEC#: 801-13059
Years in Business: 44 years

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Website

(800) 937-0633

100 Campus Dr

Florham Park, NJ 7932

SEC#: 801-14235
Years in Business: 42 years

 


Florham Park, NJ Financial Advisor FAQs

It is important to choose a financial advisor that best matches your requirements. Common traits include: staying up-to-date on any changes or regulations regarding their training or fields, displaying transparency about how they maintain their fees, and being able to provide references from former clients.
Most financial advisors will either charge by the hour, or on some other commission basis.
Financial advisors can help consumers plan for future goals, set up retirement accounts, and invest funds in a way that is appropriate for their diverse interests.
Financial advisors typically do the following: come up with a strategy that will be beneficial for their client's finances, find investments that work well for the strategies, monitor ongoing performance of all investments, keep clients educated on changes in the stock market or financial world.