Find a Financial Planner in Monmouth County, NJ

 

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

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We Only Work With The Best Monmouth 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 Monmouth County, NJ


  • Financial Advisor Close to Monmouth 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 Monmouth 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 Monmouth County area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planning focuses on organizing and optimizing a client's finances through risk management, debt reduction, investment management, and more. Some of the most common services in Monmouth County include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
21.2% of Monmouth 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 Monmouth 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 Monmouth 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 the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Monmouth County area an ongoing effort.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. In the Monmouth 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 is a service offered by many financial advisors, planners, and other professionals in the Monmouth 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 Monmouth 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 Monmouth 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 Monmouth County, NJ

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

  • Population: 621,659
  • % of Population 62 Years and Over: 21.2%
  • Average Home Value: $428,000
  • Average Monthly Housing Cost: $1,865
  • Average Household Income: $134,907
  • 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 Monmouth County, NJ


SHOREHAVEN WEALTH PARTNERS, LLC

Website

(732) 447-9301

188 East Bergen Place
Suite 202
Red Bank, NJ 07701

SEC#: 801-119024
Years in Business: 0 years

SHREWSBURY RIVER CAPITAL LP

Website

(732) 945-4320

322 Route 35 South

Red Bank, NJ 07701

SEC#: 801-113688
Years in Business: 2 years

GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC

Website

(732) 280-6886

328 Newman Springs Road

Red Bank, NJ 07701

SEC#: 801-79500
Years in Business: 7 years

WITHUM WEALTH MANAGEMENT

Website

(732) 450-0147

47 Reckless Place

Red Bank, NJ 07701

SEC#: 801-72657
Years in Business: 9 years

SALVUS WEALTH MANAGEMENT, LLC

Website

(732) 542-2629

200 Schulz Drive, Suite 402

Red Bank, NJ 07701

SEC#: 801-117044
Years in Business: 1 years

NEWPORT CAPITAL GROUP, LLC

Website

(732) 741-8400

12 Broad Street, 5th Floor

Red Bank, NJ 07701

SEC#: 801-68323
Years in Business: 13 years

THE HOGAN-KNOTTS FINANCIAL GROUP, INC.

Website

(732) 842-7400

298 Broad St

Red Bank, NJ 07701

SEC#: 801-33850
Years in Business: 32 years

SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC

Website

(732) 542-1565

199 Broad Street

Red Bank, NJ 07701

SEC#: 801-110658
Years in Business: 3 years

LIGHTHOUSE FINANCIAL ADVISORS, INC.

Website

(732) 747-6680

3 Harding Road, Suite B

Red Bank, NJ 07701

SEC#: 801-78290
Years in Business: 7 years

LUCAS CAPITAL MANAGEMENT, L.L.C.

Website

(732) 758-1004

2 Bridge Ave, Suite 221
The Galleria
Red Bank, NJ 07701

SEC#: 801-57997
Years in Business: 20 years