Financial Advisors in Marlton, New Jersey (Burlington County)

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

Robert B Walsh, CFP, CPA/PFS, CRPC
Lighthouse Financial Advisors, Inc. represents the next generation of financial advice.
Lighthouse Financial Advisors, Inc. provides integrated tax and financial advisory services. Our difference is that we follow a fee-only, personal relationship model. In the past, this business model was available only to the super wealthy. However, Lighthouse Financial Advisors, Inc. brings it to you today. We work closely with you to determine the best plan for you. Our mission is to help you reach your goals. Together we will design a complete program that addresses all of your tax and financial issues.
The Future of Financial Planning...Today!
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Scott Buttfield

James Christie, CFP

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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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.

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

A full service wealth and investment management firm. We provide group benefits for medium to small sized organizations. We accept fiduciary responsibility, placing our clients' interests before our own.

401k, 403b, 457 Individual Account Management

New York State Partnership for Long Term Care Insurance certified

Fidelity Investments Fidelity Institutional Wealth Services client... See More

We are a true Fee-Only Investment Management and Financial Planning firm. Our services include discretionary asset management, retirement planning and income tax preparation.

Jennifer Murray, CFP, MBA
Stonebridge Financial Advisors, LLC is a Fee-Only financial planning and investment management firm with offices in Morristown and Sea Girt, NJ. The firm caters primarily to women who are widowed or divorced.
Stonebridge's mission is to provide sound, objective advice when women need it most. The firm works with clients to objectively assess their current situation, establish goals and objectives, and implement a solid financial plan to meet those goals. We provide guidance and advice to help clients sort things out and make the many important decisions that need to be made after the death of a spouse or divorce.
Financial planning services are provided on an hourly or fee for project basis. Investment management services are charged as a percentage of assets under management.... See More

George Kiraly, CFP, MBA
LodeStar Advisory Group, LLC is an independent, fee-only, boutique wealth management firm committed to helping individuals and business owners achieve their long-term financial goals.
We combine asset management with comprehensive financial planning, using cutting-edge technology, to give you the best in wealth management. We serve as fiduciaries and always put your best interests first. Our "open platform" allows us access to the entire universe of investment solutions, objectively, with no biases whatsoever. Providing fee-only wealth management services is our only business.... See More

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

James Kinney, CFP, MBA
Financial planning reduces the uncertainty that leads to anxiety and stress over money.
At Financial Pathways we create detailed plans for retirement that answer the two big questions “Am I Ready To Retire” and “How Do I Do This?”.
We help parents figure out how to save and pay for college expenses. We help young people get their lives started on sound financial footing. We help divorcing individuals chart a new financial course. We help clients invest their savings in a manner consistent with their goals.
We do not require clients to invest with us. We do not impose any “minimum asset requirements”. We do not sell insurance or other financial products.
Visit www.financialpathways.net to learn more about our “no strings attached” financial advice.

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Danna Jacobs, ADPA, CFP, MBA
Our Mission: At Legacy Care Wealth, we work closely with young professionals and entrepreneurs to learn about their largest financial concerns and their visions for their future. We then address any cash flow needs to align today's finances with their goals of tomorrow. Together with our clients, we devise appropriate financial planning strategies that best align our clients' finances with what drives them and finds them the most happiness.
Our Services: Our services are coordinated to provide a variety of resources that best suit our clients' needs. These services include, but are not limited to, comprehensive financial planning, investment management, tax efficiency planning, debt management, business management, bookkeeping, and savings and budgeting models.
Our Commitment: Legacy Care Wealth was founded upon the belief that clients deserve the utmost care and consideration from their professional partnerships. We pride ourselves on our superior and efficient client service and we are committed to maximize the value we bring to our customers.
Your Financial Issue: Now more than ever, our financial futures require comprehensive analysis to maintain success. Today, we face complications from market fluctuations, increased legal oversight, social security gaps, and ever-changing tax laws that impact our personal and professional lives. We understand that your financial management is the key to helping you achieve your life goals.
Your Solution: We will work with you both to provide planning and as an advisor for any of your financial planning needs. ... See More