Financial Advisors in Pennington, New Jersey (Mercer County)

Robert Dunn, CFP
Private Wealth Management Group, LLC is a comprehensive financial planning and investment advisory firm primarily serving those seeking an exceptional level of personal service and guidance. Our firm is composed of two planners who hold the CFP® designation. We utilize a team approach to assist our clients in making the right decisions for their financial future. We seek to accomplish this through education, communication, and by delivering an experience that will provide a lasting feeling of financial well being and security. If you would like more information about our firm, please visit our website at www.myprivatewealth.com.... See More

Byrne Asset Management LLC is a SEC registered investment advisor based in Princeton, NJ. Our portfolio managers average over 30 years’ experience investing for mutual funds, hedge funds, foundations, trusts, and individuals. The sophisticated methods we apply for the benefit of institutions are tailored to the unique needs of each client, large or small.
An independent fiduciary:
We sell nothing – not annuities, not loaded mutual funds, not anything.
We do not outsource investment decisions.
We receive nothing for trading or holding any security.
We base all decisions solely on their efficacy and furtherance of client goals.
Free of charge, we provide holistic financial counseling and planning services.... 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

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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Ajay Kaisth, CFP, CRPC, MA
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);KAI Advisors LLC is a boutique fee-only personal financial planning and investment management firm located in Princeton Jct., NJ and serving the needs of families and small businesses nationwide. We provide expert, financial planning and investment management services on a "fee-only" basis to individuals, families and small-business owners. Clients can expect unbiased fiduciary advice, more savings and peace of mind when working with us. We welcome your interest and invite you to visit our website - www.kaiadvisors.com - or contact us at . ... See More

There are many accounting firms in this world, but Wiss & Company, LLP in Flemington, NJ is proud to by unique and vital. Our talents and expertise elevate us above the crowd. We offer outsourced accounting, financial planning, auditing, advisory services, business valuation, and both national and international tax preparation–all with the utmost dedication to customer service. This attention to detail puts our clients’ satisfaction through the roof, which also makes us a great partner to help your business grow.... See More

John Moynihan, CFP

Financial Pathways is an independent Fee Only financial planning firm. As fee only advisors, we are committed and dedicated fiduciaries. That means our focus is always on you - your goals, your needs, your best interest. We do not sell financial products or accept any sales commissions. We think this limits potential conflicts of interest and allows us to best serve our clients needs.

As Certified Financial Planners, we place a strong emphasis on holistic financial planning for retirement, college, and all of your life goals. In fact, we so believe in the importance of financial planning, that we promise to make our services available to all who need them. No investment minimums, no need to invest with us at all (though many of our clients choose to do so). For those who are not investing with us, project based and subscription fee based engagements are available.

We believe in a holistic approach to financial advice. That is to say, we believe that sound financial decisions must be made not in isolation, but within the context of your overall financial and life situation. It is therefore incumbent on us as advisors to make the effort to understand all aspects of your finances, rather than just focusing on a single aspect such as investments. We do this through thorough and sound financial planning.

Call for a free no pressure consultation at one of our 3 conveniently located offices in Bridgewater (serving Somerset, Middlesex, Union, Hunterdon, and Morris counties and Flanders (serving West Morris/Warren/Sussex counties).... See More

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

James Christie, CFP

Wealth Management, Estate Planning, Divorce Planning.

Michael Maye, CFP, CPA/PFS, MBA
MJM Financial Advisors, LLC was founded by its owner and President Michael J. Maye. Mr. Maye has a B.S. in Accounting and an MBA in Finance. Mr. Maye is a CFP® certificant and is also a CPA (NJ & NYS).
MJM provides highly personalized financial planning and investment management services to the firm's clients. MJM's financial planning services include: cash flow/net worth review, portfolio reviews, risk management, tax planning, and estate planning.
We encourage you to contact us today for a free one hour no-cost consultation.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame logo) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements
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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

as an independent Registered Investment Adviser(RIA), we look for a probability of success, understanding we face an inexact future in fulfilling your financial goals. We focus on client's time frames and the returns needed to achieve their goals.