Find a Financial Planner in Northfield, NJ

 

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We Only Work With The Best Northfield 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 Northfield, NJ


  • Financial Advisor Close to Northfield, 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 Northfield Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Northfield area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
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 Northfield include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
23.1% of Northfield'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 Northfield area can create a custom plan and walk with you each step of the way.
Estate planning involves much more than just setting up a will. In the Northfield area, it may involve setting up a trust and naming an executor, complying with estate tax law, updating insurance and retirement accounts, making funeral arrangements, and more. There are many ways to divy your estate, from directly giving to beneficiaries to funding future education accounts.
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 Northfield 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. Financial advisors in the Northfield area often offer tax planning services to their clients. 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 Northfield 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 Northfield area when dealing with high-interest credit card debt and private student loans.

 

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

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

  • Population: 8,153
  • % of Population 62 Years and Over: 23.1%
  • Average Home Value: $225,300
  • Average Monthly Housing Cost: $1,809
  • Average Household Income: $109,166
  • 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 Northfield, NJ


NORTHSTAR ADVISORY GROUP, LLC

Website

(833) 226-0400

1555 Zion Road
Suite 203
Northfield, NJ 08225

SEC#: 801-118179
Years in Business: 1 years

CRA FINANCIAL SERVICES, L.L.C.

Website

(609) 380-3500

332 Tilton Road

Northfield, NJ 08225

SEC#: 801-62232
Years in Business: 17 years

TOEWS CORPORATION

Website

(877) 863-9726

1750 Zion Road
Suite 201
Northfield, NJ 08225

SEC#: 801-47765
Years in Business: 26 years

QUANTUM CAPITAL MANAGEMENT, LLC

Website

(609) 677-4949

105 East Mill Road

Northfield, NJ 08225

SEC#: 801-57840
Years in Business: 20 years

QUANTUM CAPITAL ADVISORS, LLC

Website

(609) 677-4949

105 East Mill Road

Northfield, NJ 08225

SEC#: 801-77003
Years in Business: 8 years