Find a Financial Advisor in Westfield, NJ

 

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

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We Only Work With The Best Westfield 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 Westfield, NJ


  • Financial Advisor Close to Westfield, 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 Westfield, 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 Westfield, NJ

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

  • Population: 29,877
  • % of Population 62 Years and Over: 17.6%
  • Average Home Value: $776,900
  • Average Monthly Housing Cost: $2,635
  • Average Household Income: $235,067
  • 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 Westfield, NJ

 

ROUND TABLE WEALTH MANAGEMENT

Website

(908) 789-7310

241 North Avenue W
Suite 300
Westfield, NJ 7090

SEC#: 801-60139
Years in Business: 20 years

WESTFIELD FINANCIAL PLANNING

Website

(908) 379-2706

316 East Broad Street

Westfield, NJ 7090

SEC#: 801-111888
Years in Business: 4 years

GATEWAY ADVISORY, LLC

Website

(908) 233-8100

900 South Avenue West

Westfield, NJ 7090

SEC#: 801-70890
Years in Business: 12 years

COVINGTON & ASSOCIATES, INC.

Website

(908) 232-4717

597 Westfield Ave

Westfield, NJ 7090

SEC#: 801-60359
Years in Business: 20 years

MERRION INVESTMENT MANAGEMENT CO, LLC

Website

(908) 654-0033

210 Elmer Street

Westfield, NJ 7090

SEC#: 801-65917
Years in Business: 15 years

RARITAN VALLEY CAPITAL MANAGEMENT LLC

Website

(908) 367-5690

240-244 North Ave West
Suite 301
Westfield, NJ 7090

SEC#: 801-80833
Years in Business: 7 years

IAM ADVISORY LLC

Website

(610) 730-9184

208 Lenox Ave
Suite 360
Westfield, NJ 7090

SEC#: 801-117991
Years in Business: 1 years

PALUMBO WEALTH MANAGEMENT LLC

Website

(561) 629-7536

322 Connecticut

Westfield, NJ 7090

SEC#: 801-117901
Years in Business: 2 years

IAM ADVISORY LLC

Website

(610) 730-9184

208 Lenox Ave
Suite 360
Westfield, NJ 7090

SEC#: 801-117991
Years in Business: 1 years

 


Westfield, NJ Financial Advisor FAQs

Financial advisors help investors plan their portfolios based on their financial needs and risk tolerance. This includes saving for retirement, investing in stocks, bonds, or other types of investments, saving for college expenses for children, planning against major current events like the recent stock market crash.
Yes! The only way to be truly financially secure is by using the services of a professional to guide you. Financial advisors can help you with everything, from saving for retirement to long term insurance needs.
Financial advisors typically get paid through a percentage on assets they manage for you.
Firstly, ensure your advisor is registered with the U.S. Securities and Exchange Commission or a state securities regulator which means they are under regulatory oversight. Your advisor should also have at least five years of industry experience which has helped them create their own financial plan's recommendations that are tailored to their clients' unique needs.