Find a Financial Planner in Morris County, NJ

 

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

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We Only Work With The Best Morris 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 Morris County, NJ


  • Financial Advisor Close to Morris 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 Morris County Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Morris County area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Personal financial planning is a financial advisory service focused on helping individuals navigate the correct path to achieve their financial goals. Personal financial planning can look different from client to client, but in Morris County, it typically provides counsel on investing, retirement savings, taxes, estate planning, and risk management.
20.5% of Morris 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 Morris County area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning names the beneficiaries of your estate upon death and who has the responsibility to make healthcare and financial decisions on your behalf if you are incapacitated during life. A comprehensive estate plan includes a living will and other types of legal documentation as needed to achieve its intended outcome. In the Morris County area, qualified financial professionals--like financial advisors--offer estate planning services.
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 Morris County area an ongoing effort.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Morris County area is generally long-term and performed with the help of a qualified planner. 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 in the Morris County area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. 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 is a good way to make high-interest debts more manageable. Advisors in the Morris 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 Morris 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 Morris County, NJ

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

  • Population: 493,379
  • % of Population 62 Years and Over: 20.5%
  • Average Home Value: $462,400
  • Average Monthly Housing Cost: $2,047
  • Average Household Income: $155,396
  • 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 Morris County, NJ


TWIN OAKS PARTNERS

Website

(973) 635-3854

One Main Street, Suite 202

Chatham, NJ 07928

SEC#: 801-74616
Years in Business: 9 years

FCG WEALTH MANAGEMENT, LLC

Website

(973) 635-7374

One Main Street
Suite 202
Chatham, NJ 07928

SEC#: 801-55281
Years in Business: 23 years

SEELAUS ASSET MANAGEMENT, LLC

Website

(212) 935-0755

26 Main Street
Suite 304
Chatham, NJ 07928

SEC#: 801-77641
Years in Business: 8 years

HAMEL ASSOCIATES,INC.

Website

(973) 665-1400

24 Washington Avenue

Chatham, NJ 07928

SEC#: 801-37636
Years in Business: 30 years

CHATHAM WEALTH MANAGEMENT

Website

(973) 635-4275

10 Townsquare
Suite 100
Chatham, NJ 07928

SEC#: 801-58135
Years in Business: 20 years

SELKIRK MANAGEMENT, LLC

Website

(973) 701-6172

One Main Street, Suite 202

Chatham, NJ 07928

SEC#: 801-79991
Years in Business: 7 years

CHATHAM ASSET MANAGEMENT, LLC

Website

(973) 701-2424

26 Main Street
Suite 204
Chatham, NJ 07928

SEC#: 801-73452
Years in Business: 9 years