Financial Advisors in New Jersey

We're dedicated to making sure that when you have a windfall, it works for you. This isn’t just my job, it’s a personal mission. Too frequently I’ve seen people make honest mistakes, get mistreated, and go through their sudden wealth before they realize it. I can’t stand by and watch this happen, and am determined to make sure it doesn’t happen to you.... See More

We are a FEE ONLY comprehensive financial advisory firm. We provide investment management, tax prep, planning for education, retirement and estates. We provide value based retirement plans for our business clients including IRA, SEP, SIMPLE, 401k, 403b. We provide rollover advice for retirees and those temporarily out of work. We are a Registered Investment Advisor not connected with any broker/dealer. We put our clients first.... See More

Wealth Management, Estate Planning, Divorce Planning.

Oscar Wealth Advisory Sdn Bhd (Oscar Wealth) is a Licensed Investment Adviser (Financial Planning) under Securities Industry Act 1983, Securities Commission of Malaysia. Oscar Wealth is a Premier Boutique Financial Planning & Advisory Group that providing personal, corporations and high net worth individuals with a diversified range of financial products and services.... See More

Martin Shenkman, CPA, JD, MBA

Tanya Walliser, CFP
Founded in 1988, Condor Capital is an employee owned SEC-registered investment advisor. We strive to be more than just your investment manager by providing a comprehensive range of financial planning services. We provide our investment management services on a fee-only basis. Our fees are based on the size of our clients' portfolios, rather than commissions or number of trades, so there is no conflict of interest regarding our investment decisions. As part of our integrated approach to investment management, we provide you unlimited and thorough financial planning advice on a complimentary, as-needed basis. We pride ourselves on providing wealth management solutions that combine investment management, financial planning, and relationship management services, including consulting with your other advisors, allowing you to streamline your complex financial affairs.... See More

Eleanore Szymanski, BS, CFP

David Walter, CFP, CPA/PFS
Halberstadt Financial Consultants, Inc. is an independent investment advisor registered with the Securities and Exchange Commission. The Firm provides investment planning and consulting and comprehensive tax and financial planning to individuals, business owners, and executives.... See More

Scott Noyes, CFA, CFP, MBA
At Noyes Capital, we are passionate about helping you and your family work towards financial success. Whether your concerns are retirement planning, investments, college planning or estate planning, we help organize the relevant issues and present you with a simplified list of choices and tradeoffs. We help you focus on strategic decisions rather than the detail.
Our clients work with us for three main reasons:
1) Experience and credentials - 27 yrs of industry experience and many credentials - CFA, CFP, MBA
2) Our business model is based on independence, ethics, professionalism and full disclosure;
3) We help improve your prospects for investment success.
Our typical clients are affluent families with $750K to $10 million of investable assets. We work with clients throughout the east coast and enjoy helping familes succeed.... See More

Scott Buttfield

Constance Herrstrom, BS, CFP, MBA
At Premier Financial Planning, Inc. (PFPI), we are committed to serving our clients and helping them strengthen their financial resources and achieve their goals.
PFPI is a fee-only financial planning and investment management firm whose services can include: goal development and risk management, cash flow analysis, insurance analysis and risk management, retirement planning, estate planning, investment planning, asset allocation and portfolio design, active money management, tax strategies.
To learn more about PFPI and the services we provide, including our initial, no-cost consultation, please visit our website: www.premierfinancialplan.com.


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Jeffrey Waters, CFP
I started OFC ("order from chaos") Financial Planning, LLC in 2005. My practice involves comprehensive financial planning and investment management for high net worth individuals. Many of my clients work in the financial services industry and thus have exposure to the markets through their jobs. I specialize in building portfolios that help hedge the risks to a client's income stream through their jobs.
In addition to myself, I have two employees. Michi Magee, Financial Planning Associate, who has completed the Certificate Program in Financial Planning at Fairleigh Dickinson, works on financial planning matters. Beth Von Bevern, Operations Associate, who is a CPA and formerly was a controller for the real estate funds at BlackRock, works on interal operations and finance.... See More