Find a Financial Advisor in Lambertville, NJ

 

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

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We Only Work With The Best Lambertville 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 Lambertville, NJ


  • Financial Advisor Close to Lambertville, 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 Lambertville, 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 Lambertville, NJ

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

  • Population: 3,822
  • % of Population 62 Years and Over: 26.5%
  • Average Home Value: $383,400
  • Average Monthly Housing Cost: $1,457
  • Average Household Income: $109,564
  • 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 Lambertville, NJ

 

ROBUSTWEALTH, INC.

Website

(609) 483-8101

204 N. Union Street

Lambertville, NJ 8530

SEC#: 801-110528
Years in Business: 4 years

MCADAM LLC

Website

(609) 408-3943

264 N. Union Street

Lambertville, NJ 8530

SEC#: 801-79583
Years in Business: 7 years

MCADAM LLC

Website

(609) 408-3943

264 N. Union Street

Lambertville, NJ 8530

SEC#: 801-79583
Years in Business: 7 years

 


Lambertville, NJ Financial Advisor FAQs

Ask about his/her investment strategies and philosophy. This will help you discover the type of financial advisor he/she is to help you decide if he/she is a fit for your needs.
Start on social media where potential advisors might be promoting themselves more than on other platforms like Google or Yelp. On LinkedIn, look at how many connections an individual has and whether recommendations are coming through friends of friends.
Financial advisors are paid on a myriad of different fee schedules. Some of these fee schedules include flat fees (e.g., AUM only), fixed percentages (e.g., annuity, life insurance) or variable percentages (percentage on annual account distributions).
Financial advisors provide clients with guidelines for their spending decisions in order to stick within their limits set by their current income level. They also work hands on in managing their clients investment portfolios, debts, savings, and taxes.