Find a Financial Planner in Morristown, NJ

 

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We Only Work With The Best Morristown 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 Morristown, NJ


  • Financial Advisor Close to Morristown, 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 Morristown 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 Morristown 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.
Personal financial planners in Morristown offer services that focuses primarily on helping clients establish, organize, and maintain their personal finances. This can take the form of managing their retirement accounts, investments, taxes, and other financial assets.
17.4% of Morristown's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Morristown area can create a custom plan and walk with you each step of the way.
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 Morristown 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 Morristown area an ongoing effort.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Morristown area who determine what breaks are available to you to minimize your tax payments. 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 Morristown 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 typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Morristown area when dealing with high-interest credit card debt and private student loans.

 

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

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

  • Population: 18,909
  • % of Population 62 Years and Over: 17.4%
  • Average Home Value: $463,700
  • Average Monthly Housing Cost: $1,810
  • Average Household Income: $123,887
  • 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 Morristown, NJ


BLACKHILL CAPITAL, INC

Website

(973) 984-7014

161 Madison Avenue

Morristown, NJ 07960

SEC#: 801-32051
Years in Business: 33 years

SICA WEALTH MANAGEMENT, LLC

Website

(973) 975-0750

20 Community Place
Ste 7
Morristown, NJ 07960

SEC#: 801-71359
Years in Business: 11 years

CIRCLE SQUARED ALTERNATIVE INVESTMENTS, LLC

Website

(973) 532-6840

20 Community Place
Ste 7
Morristown, NJ 07960

SEC#: 801-80495
Years in Business: 6 years

PRIVATE ADVISOR NETWORK, LLC

Website

(973) 538-7010

65 Madison Avenue
Suite 300
Morristown, NJ 07960

SEC#: 801-114371
Years in Business: 2 years

BEACON TRUST

Website

(973) 377-8090

163 Madison Avenue

Morristown, NJ 07960

SEC#: 801-96256
Years in Business: 6 years

RED HOOK MANAGEMENT

Website

(973) 998-6345

65 Madison Avenue
Suite 230
Morristown, NJ 07960

SEC#: 801-69570
Years in Business: 12 years

MCRAE CAPITAL MANAGEMENT INC.

Website

(973) 387-1080

230 Madison Avenue

Morristown, NJ 07960

SEC#: 801-15717
Years in Business: 40 years

SIMON QUICK ADVISORS, LLC

Website

(973) 525-1000

360 Mt. Kemble Ave

Morristown, NJ 07960

SEC#: 801-63357
Years in Business: 16 years

REGENTATLANTIC

Website

(973) 425-8420

60 Columbia Road
Building A Suite 300
Morristown, NJ 07960

SEC#: 801-17301
Years in Business: 38 years

PRIVATE ADVISOR GROUP, LLC

Website

(973) 538-7010

65 Madison Avenue, Suite 300

Morristown, NJ 07960

SEC#: 801-72060
Years in Business: 10 years