Find a Financial Planner in Middlesex County, NJ

 

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

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We Only Work With The Best Middlesex 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 Middlesex County, NJ


  • Financial Advisor Close to Middlesex 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 Middlesex County Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Middlesex County area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Financial planning is a service in which a qualified professional creates a detailed plan for a client's financial future. Plans in Middlesex County can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
18.1% of Middlesex 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 Middlesex County area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning is a good way to ensure that your asset base is bequeathed to the appropriate beneficiaries and is properly in accordance with estate tax laws. Comprehensive estate planning in the Middlesex County area consists of more than just writing a will; it also requires setting up trusts, naming an executor, funeral arrangements, and more.
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 Middlesex County area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the Middlesex County area, tax planning is often included with other services like asset management, estate planning, and retirement planning. 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 involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Middlesex County area, it typically 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 Middlesex County 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 Middlesex 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 Middlesex County, NJ

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

  • Population: 825,920
  • % of Population 62 Years and Over: 18.1%
  • Average Home Value: $350,600
  • Average Monthly Housing Cost: $1,680
  • Average Household Income: $112,274
  • 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 Middlesex County, NJ


EISNERAMPER WEALTH MANAGEMENT & CORPORATE BENEFITS, LLC

Website

(908) 429-0025

111 Wood Avenue South
Suite 110
Iselin, NJ 08830

SEC#: 801-69518
Years in Business: 12 years

KEVIN M. GIBNEY AND COMPANY, LLC

Website

(908) 970-9800

120 Wood Ave. South
Suite 507
Iselin, NJ 08830

SEC#: 801-70702
Years in Business: 11 years

LEOGROUP WEALTH SOLUTIONS, LLC

Website

(732) 903-2600

100 Wood Ave South
Suite 209
Iselin, NJ 08830

SEC#: 801-108435
Years in Business: 4 years

LEOGROUP FUND SERVICES, LLC

Website

(732) 903-2600

100 Wood Avenue South
Suite 209
Iselin, NJ 08830

SEC#: 801-76889
Years in Business: 8 years