Find a Financial Planner in Red Bank, NJ

 

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We Only Work With The Best Red Bank 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 Red Bank, NJ


  • Financial Advisor Close to Red Bank, 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 Red Bank 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 Red Bank 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 Red Bank, it typically provides counsel on investing, retirement savings, taxes, estate planning, and risk management.
17.9% of Red Bank'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 Red Bank area can create a custom plan and walk with you each step of the way.
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 Red Bank 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 Red Bank 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 Red Bank 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 Red Bank 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 Red Bank area when dealing with high-interest credit card debt and private student loans.

 

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

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

  • Population: 12,072
  • % of Population 62 Years and Over: 17.9%
  • Average Home Value: $411,800
  • Average Monthly Housing Cost: $1,691
  • Average Household Income: $115,041
  • 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 Red Bank, 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