Financial Advisors in Flemington, New Jersey (Hunterdon County)

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

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.

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

Wealth Management, Estate Planning, Divorce Planning.

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

David Dowd, CFP, EA
I provide comprehensive and unbiased fee-only financial advice, where the value of my services exceeds the fee I charge.What!?...Let me describe in a little more detail. Comprehensive I work with you to understand all aspects of your finances. By knowing the full picture, I help clients reach their goals by avoiding costly mistakes, often overlooked by other financial advisors. Unbiased I do not sell financial products; receive any commissions or referral fees. This minimizes conflicts of interest, so that my focus is on providing financial advice that is best for you. If I have a conflict of interest, I will disclose it, as soon as I am aware of it. Fee only I charge an annual fee and you will know the amount upfront. The fee is based on your income, assets and the complexity of your situation. This is the only amount you will pay me annually. You can meet or call me as often as necessary, to help you accomplish your financial goals Provide value that exceeds my fee a. I will not enter a business relationship with you unless the value of my services exceed the fee I charge. I work with people to organize and solve their personal financial issues, so they can reach their life goals. I offer financial advice to clients who agree to work with me annually, in the following areas: Goal setting Investment tracking Investment strategy Tax preparation Retirement planning Insurance review Spending plan and cash flow review Recordkeeping Estate planning evaluation... 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

Eric Gabor
Eagle Grove differs from traditional wealth management firms that require large account minimums; we have no minimums! Many of these traditional firms are designed to serve baby boomers that are nearing retirement or already retired. Eagle Grove focuses on millennials that are entering their peak earning years. Millennials' assets are projected to grow at a rate of nearly 15 percent over the next 15 years. Eagle Grove is committed to making sure that our clients are included in this growth.
Our fee is based on a transparent monthly subscription model similar to a gym membership. Instead of physical fitness, it's financial fitness! My clients have unlimited access to a dedicated financial coach to help them define their goals, craft a plan, and hold them accountable to reaching their goals. Additionally, one-off sessions are available if you are not ready to work with me on an ongoing basis.
I am a Certified Financial Planner™ and have been working in wealth management since graduating Penn State. I enjoy my work as it allows me to mix my analytical and interpersonal skills to help others achieve their goals. Outside of work, I enjoy exploring all New York City has to offer from food truck festivals to concerts.... See More

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

My mission is to help clients reach their financial goals, increase net worth and provide a financial understanding and peace of mind.

I am an independent, fee-only, fiduciary, CFP® professional. I have an extensive tax background and integrate tax planning with investment management as well as retirement planning.

Services provided are financial planning and portfolio management. Both are customized to meet your individual needs. My process advocates meeting with potential clients to ensure expectations are aligned, understand client goals and make sure we are a good fit before moving forward. I work out of two offices: Jersey City, NJ and NYC.... 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

MCG is an award-winning "Fee-Only" investment management and financial planning firm dedicated to helping you build wealth through a consistent, disciplined process. Founded in 1963, we've been providing sound financial advice for over five decades. Our team of professionals have over 170 years of industry experience. As an independent Registered Investment Adviser (RIA), we remain rooted in servicing our clients; not selling them commissioned based products. We focus on risk management as well as setting proper investor expectations given the current market environments.... See More

Victoria Fillet Konrad, CFP
Blueprint Financial Planning is a SEC Registered Investment Advisor. The co-founders of Blueprint are Victoria Fillet Konrad and Richard Konrad both Certified Financial Planners ™.
Vicki is the former Chairman and President of the Financial Planning Association of New York. She is an avid volunteer with FPANY working with students at Borough of Manhattan Community College, and a regular lecturer at the NYPublic Library. She began her career on Wall Street in institutional finance, but much prefers working with individuals! She is passionate about helping everyone, especially those most ignored, to become financially literate!
Rick also started his career in finance managing investment assets for institutions in Canada. He is a CFA® and moved to the US to head the Research Department at a brokerage firm. He also preferred to leave the institutional investment arena and established Value Architects Asset Management to manage investment accounts for our clients. Blueprint does only financial planning and Value Architects is the investment management arm.
Rick is a professor at NYU SPS teaching financial planning to those studing for their CFP. He is on the board of University of Western Ontario, and also lecturer at the NY Public Library.
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