Find a Financial Planner 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 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 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

 

How Can a CFP® in Summit Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Summit 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 planners work with their clients to create strategies for both short-term and long-term financial improvement. Financial planners in Summit typically take a holistic approach, centered on advice and planning, offering management services for taxes, retirement accounts, or investments.
15.2% of Summit'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 Summit 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 Summit 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 Summit area.
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 Summit 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 in the Summit area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. 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 is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Summit area often use this strategy when clients have high-interest credit card debt or private student loans.

 

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 07901

SEC#: 801-55009
Years in Business: 23 years

SUMMIT PLACE FINANCIAL ADVISORS, LLC

Website

(908) 517-5880

18 Bank Street
Suite 202
Summit, NJ 07901

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

CIRCLE WEALTH MANAGEMENT, LLC

Website

(908) 206-1306

47 Maple Street
Suite 201
Summit, NJ 07901

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

POINT VIEW WEALTH MANAGEMENT, INC.

Website

(908) 598-1717

382 Springfield Avenue
Suite 208
Summit, NJ 07901

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

BRAVE FAMILY ADVISORS

Website

(908) 522-8822

47 Summit Avenue

Summit, NJ 07901

SEC#: 801-42617
Years in Business: 28 years

M&R CAPITAL MANAGEMENT INC

Website

(212) 584-8999

25 Union Place
3rd Floor
Summit, NJ 07901

SEC#: 801-44950
Years in Business: 27 years

TSP CAPITAL MANAGEMENT GROUP, LLC

Website

(908) 273-2105

382 Springfield Avenue
Suite 500
Summit, NJ 07901

SEC#: 801-63507
Years in Business: 16 years

EVERMORE GLOBAL ADVISORS, LLC

Website

(908) 378-2880

89 Summit Avenue
3rd Floor
Summit, NJ 07901

SEC#: 801-70645
Years in Business: 11 years

ENERGY CAPITAL PARTNERS

Website

(973) 671-6100

40 Beechwood Road

Summit, NJ 07901

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

PENNANT CAPITAL MANAGEMENT, LLC

Website

(908) 516-5800

535 Springfield Avenue
Suite 120
Summit, NJ 07901

SEC#: 801-74097
Years in Business: 9 years