Find a Financial Advisor in Rumson, NJ


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

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We Only Work With The Best Rumson 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 Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from


All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA


All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC


Our Process for Choosing
An Independent Financial Advisor in Rumson, NJ

  • Financial Advisor Close to Rumson, 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

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

A good financial planner can increase your returns by as much as 3% annually.


Without Advisor

With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Rumson, NJ

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

  • Population: 6,792
  • % of Population 62 Years and Over: 16.2%
  • Average Home Value: $1146,400
  • Average Monthly Housing Cost: $3,315
  • Average Household Income: $345,342
  • 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 Rumson, NJ




(732) 291-7272

47 West River Road
Suite B
Rumson, NJ 7760

SEC#: 801-89173
Years in Business: 6 years


Rumson, NJ Financial Advisor FAQs

There are indeed benefits to having a financial advisor. Financial advisors base your portfolio on what's best for you and reduce the chance of mis-selling. They also help build wealth, create multiple streams of income that not depend on one job, minimize taxes, and lower risk levels.
The most important qualification of a financial adviser is not their certifications or degrees, but rather what they can do for you.
Most people search for a financial advisor both online and through word of mouth from friends or family members. The best way to find out if someone is a financial advisor is to look at credentials such as certification from the Certified Financial Planner Board Certification (CFP) Institute.
A financial advisor is someone who manages your investments for you. They do so in order to help match their clients investing goals with specific investments, usually stocks or bonds. A financial advisor has a fiduciary responsibility- meaning they are legally obligated to act in the best interest of their client- which is why it's always important to research an advisor before signing on with them.