Find a Financial Planner in Hunterdon County, NJ

 

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

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We Only Work With The Best Hunterdon 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 Hunterdon County, NJ

  • Financial Advisor Close to Hunterdon 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 Hunterdon County 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 Hunterdon County area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planning is a service offered by qualified financial experts who provide personalized plans and strategies to help clients achieve their financial goals. Financial planning may be more hands-on or hands-off, but strategies in Hunterdon County can include managing client retirement accounts, investments, tax plans, and more.
22.1% of Hunterdon 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 Hunterdon County area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
In the Hunterdon County area, an estate plan consists of a set of legally binding documents that describe how your estate should be divided upon your death. The purpose of an estate plan is to eliminate any ambiguity regarding the line of inheritance for your estate once you are unable to arbitrate it yourself.
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 Hunterdon County area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
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 Hunterdon County 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 Hunterdon 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 is a good way to make high-interest debts more manageable. Advisors in the Hunterdon County area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

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

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

  • Population: 124,823
  • % of Population 62 Years and Over: 22.1%
  • Average Home Value: $422,700
  • Average Monthly Housing Cost: $1,957
  • Average Household Income: $149,456
  • 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 Hunterdon County, NJ


ALLIANCE WEALTH MANAGEMENT GROUP, LLC

Website

(908) 751-7090

23 Royal Road
Suite 101
Flemington, NJ 08822

SEC#: 801-78935
Years in Business: 7 years

PRESTIGE WEALTH MANAGEMENT GROUP, LLC

Website

(908) 782-0001

31 State Route 12

Flemington, NJ 08822

SEC#: 801-72627
Years in Business: 9 years

THE PILLAR STRATEGIES

Website

(908) 782-0001

31 State Route 12

Flemington, NJ 08822

SEC#: 801-77623
Years in Business: 8 years

QUANTELLIGENT SOLUTIONS,LLC

Website

(908) 824-2383

349 State Route 31
Suite 401
Flemington, NJ 08822

SEC#: 801-67577
Years in Business: 14 years