Find a Financial Planner in Short Hills, NJ

 

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We Only Work With The Best Short Hills 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 Short Hills, NJ


  • Financial Advisor Close to Short Hills, 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 Short Hills 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 Short Hills 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 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 Short Hills, it typically provides counsel on investing, retirement savings, taxes, estate planning, and risk management.
14.9% of Short Hills'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 Short Hills area can create a custom plan and walk with you each step of the way.
The goal of estate planning is to establish a clear plan for the distribution of your assets--called your "estate"--upon your death, incapacitation, or another predetermined condition. Estate planning in the Short Hills area is typically done by a financial advisor, but sometimes legal professionals are required to assist with things like a living will.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Short Hills area.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Short Hills 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 is a service offered by many financial advisors, planners, and other professionals in the Short Hills area. Typically, it 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 Short Hills 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 Short Hills, 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 Short Hills, NJ

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

  • Population: 13,428
  • % of Population 62 Years and Over: 14.9%
  • Average Home Value: $1405,000
  • Average Monthly Housing Cost: $4,0,00+
  • Average Household Income: $403,233
  • 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 Short Hills, NJ


TRANSCEND WEALTH COLLECTIVE, LLC

Website

(973) 370-X101

51 Jfk Parkway
Suite 110
Short Hills, NJ 07078

SEC#: 801-114435
Years in Business: 2 years

COLUMBUS HILL CAPITAL MANAGEMENT, L.P.

Website

(973) 921-3420

51 John F Kennedy Parkway
Suite 220
Short Hills, NJ 07078

SEC#: 801-73277
Years in Business: 9 years

APPALOOSA LP

Website

(973) 701-7000

51 John F. Kennedy Parkway
Second Floor
Short Hills, NJ 07078

SEC#: 801-106869
Years in Business: 5 years

FRANKLIN MUTUAL ADVISERS, LLC

Website

(973) 912-2000

101 John F. Kennedy Parkway

Short Hills, NJ 07078

SEC#: 801-53068
Years in Business: 24 years

CREDIT CAPITAL INVESTMENTS

Website

(973) 315-3000

150 John F. Kennedy Parkway
2nd Floor
Short Hills, NJ 07078

SEC#: 801-74050
Years in Business: 9 years

HIGHLANDER CAPITAL MANAGEMENT LLC

Website

(973) 718-3511

535 Millburn Avenue

Short Hills, NJ 07078

SEC#: 801-52286
Years in Business: 25 years