Find a Financial Advisor in Summit, NJ

 

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

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We Only Work With The Best Summit 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

Experience

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

Trustworthiness

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 Summit, NJ


  • Financial Advisor Close to Summit, 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 Summit, 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 Summit, NJ

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

  • Population: 21,913
  • % of Population 62 Years and Over: 15.2%
  • Average Home Value: $929,100
  • Average Monthly Housing Cost: $2,562
  • Average Household Income: $255,160
  • 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 Summit, NJ

 

SEABRIDGE INVESTMENT ADVISORS LLC

Website

(908) 273-5085

450 Springfield Ave, Suite 301

Summit, NJ 7901

SEC#: 801-55009
Years in Business: 24 years

SUMMIT PLACE FINANCIAL ADVISORS, LLC

Website

(908) 517-5880

18 Bank Street
Suite 202
Summit, NJ 7901

SEC#: 801-96169
Years in Business: 6 years

CIRCLE WEALTH MANAGEMENT, LLC

Website

(908) 206-1306

47 Maple Street
Suite 201
Summit, NJ 7901

SEC#: 801-67841
Years in Business: 14 years

POINT VIEW WEALTH MANAGEMENT, INC.

Website

(908) 598-1717

382 Springfield Avenue
Suite 208
Summit, NJ 7901

SEC#: 801-43340
Years in Business: 28 years

BRAVE FAMILY ADVISORS

Website

(908) 522-8822

47 Summit Avenue

Summit, NJ 7901

SEC#: 801-42617
Years in Business: 29 years

M&R CAPITAL MANAGEMENT INC

Website

(212) 584-8999

25 Union Place
3rd Floor
Summit, NJ 7901

SEC#: 801-44950
Years in Business: 28 years

TSP CAPITAL MANAGEMENT GROUP, LLC

Website

(908) 273-2105

382 Springfield Avenue
Suite 500
Summit, NJ 7901

SEC#: 801-63507
Years in Business: 17 years

EVERMORE GLOBAL ADVISORS, LLC

Website

(908) 378-2880

89 Summit Avenue
3rd Floor
Summit, NJ 7901

SEC#: 801-70645
Years in Business: 12 years

ENERGY CAPITAL PARTNERS

Website

(973) 671-6100

40 Beechwood Road

Summit, NJ 7901

SEC#: 801-74094
Years in Business: 9 years

 


Summit, NJ Financial Advisor FAQs

A financial advisor is responsible for acting on behalf of their clients to acquire, review, or negotiate investment opportunities based on the client's specific objectives.
A financial advisor can help you to allocate your resources in ways that make the most beneficial use of what you've got, and ensure that you're not losing too much money on fees. A competent advisor will also be able to develop a plan with specific goals in mind.
First, make sure to do your research. Most importantly, find out if they are a fiduciary-that means they put your interests first and can't get paid for selling or promoting certain investments.
Financial advisors typically get a percentage of the yearly investment for managing the account, but it's important to be aware that fee structures vary greatly.