Find a Financial Planner in Union County, NJ

 

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

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We Only Work With The Best Union County 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 Union County, NJ


  • Financial Advisor Close to Union County, 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 Union County Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Union County area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planning is a service in which a qualified financial planner provides advice, planning, and management services for their clients. The goal of these services in Union County is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
17.5% of Union County's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Union County area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning is defined as the establishment of a legally compliant and comprehensive plan of action for the distribution of your asset base upon your death. In the Union County area, estate planning may also consist of legal documentation regarding who is allowed to make medical decisions on your behalf, should you become incapacitated, as well as funeral arrangements.
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 Union County 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 Union County 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 to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Union County 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 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 Union County 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 Union County, 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 Union County, NJ

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

  • Population: 554,033
  • % of Population 62 Years and Over: 17.5%
  • Average Home Value: $367,300
  • Average Monthly Housing Cost: $1,646
  • Average Household Income: $117,238
  • 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 Union County, 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