Find a Financial Advisor in Mercer County, NJ

 

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

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We Only Work With The Best Mercer 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 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 Mercer County, NJ


  • Financial Advisor Close to Mercer 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

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

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

  • Population: 367,922
  • % of Population 62 Years and Over: 18.4%
  • Average Home Value: $291,100
  • Average Monthly Housing Cost: $1,550
  • Average Household Income: $117,651
  • 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 Mercer County, NJ

 

DUMONT & BLAKE INVESTMENT ADVISORS LLC

Website

(609) 514-1899

731 Alexander Road
Suite 301
Princeton, NJ 8540

SEC#: 801-56824
Years in Business: 22 years

ALTMAN INVESTMENT MANAGEMENT LLC

Website

(609) 252-0048

33 Witherspoon Street
2nd Floor
Princeton, NJ 8542

SEC#: 801-60387
Years in Business: 20 years

UNIO CAPITAL LLC

Website

(212) 920-2000

103 Carnegie Center
Suite 102
Princeton, NJ 8540

SEC#: 801-108533
Years in Business: 5 years

SCIENCAST MANAGEMENT LP

Website

(609) 917-3298

212 Carnegie Center
Suite 100
Princeton, NJ 8540

SEC#: 801-107466
Years in Business: 5 years

NEXT HORIZON ADVISORS LLC

Website

(732) 344-0711

103 Carnegie Center Drive
Suite 300
Princeton, NJ 8540

SEC#: 801-118482
Years in Business: 1 years

PRINCETON PORTFOLIO STRATEGIES GROUP LLC

Website

(609) 436-5680

212 Carnegie Center
Suite 206
Princeton, NJ 8540

SEC#: 801-72695
Years in Business: 10 years

HALBERSTADT FINANCIAL CONSULTANTS INC

Website

(609) 921-0180

50 North Tulane St

Princeton, NJ 8542

SEC#: 801-57297
Years in Business: 21 years

PRINCETON GLOBAL ASSET MANAGEMENT LLC

Website

(609) 945-1781

17 Hulfish Street
Suite 240
Princeton, NJ 8542

SEC#: 801-71305
Years in Business: 11 years

NEW CENTURY FINANCIAL GROUP, LLC

Website

(609) 924-2049

One Airport Place
Suite 3
Princeton, NJ 8540

SEC#: 801-51232
Years in Business: 25 years

 


Mercer County, NJ Financial Advisor FAQs

First, ask the advisor their qualifications. Secondly, ask what resources they have to assist with investments, investing strategies and retirement planning. And finally, does their work offer an independent perspective or is it based on a financial institution's interests?
The cost of hiring a full-time financial advisor varies widely. Financial advisors may charge hourly, semi-annual, or an annual fee. Some will require up front fees while others are paid on commission with no charge to the client in advance.
The first thing you should look for is their licensing. All advisors, insurance agents and securities producers need to be in good standing with a recognized organization. One of the top organizations that carries a lot of weight is the Financial Industry Regulatory Authority (FINRA).
Financial advisors advise their clients on how to invest their money. They can come from a broad range of backgrounds and experience, and each person might recommend different advice depending on that person's personality and personal investment strategy.