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Andrew Donoghue

Advisor at AMD Wealth Management LLC

Updated today

Location

Branchburg, NJ 08876

Credentials

Series 63, Series 65

Industry experience

1 year

About

Andrew Donoghue is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials. He joined Hornor, Townsend & Kent in 2025 and has prior experience at JPMorgan Chase and Reliant Business Valuation. Outside of advising, he serves as a non-selling registered assistant, supporting insurance and investment activities. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services through third-party asset manager platforms, financial planning, and retirement plan consulting. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

Client services

Based on AMD Wealth Management LLC

Financial planning Portfolio management

Expertise

Based on AMD Wealth Management LLC

College savings (529s, UTMA, etc.) Business ownership considerations Cash flow / budgeting General estate planning guidance General retirement planning

Demographic focus

Based on AMD Wealth Management LLC

Young Professionals

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Fee options

Fixed

Fixed fees for project-based financial planning range from $500 to $10,000; initial fee for ongoing financial planning up to $5,000; monthly ongoing financial planning fees range from $125 to $250.

Percentage

$0 - $1,000,000: 0.99% $1,000,001+: 0.75%

Project-based

$250 per hour for project-based financial planning

Subscriptions

Monthly ongoing financial planning fee ranging from $125 to $250.

Other

Fee-only: Financial planning fees only; no commissions received.

Location

971 Us Highway 202 N Ste R

Branchburg, NJ 08876

Most active in

New Jersey

Work history

AMD Wealth Management LLC

2025 - Present (1 year)

Hornor, Townsend & kent, LLC

2025 - 2026 (1 year)

JPMorgan Chase

2023 - 2025 (2 years)

JPMorgan Chase

2021 - 2023 (2 years)

Reliant Business Valutation

2020 - 2021 (1 year)

JPMorgan Chase

2020 - 2020 (1 year)

The College of New Jersey

2018 - 2020 (2 years)

The College of New Jersey

2017 - 2021 (4 years)

Ocean City High School

2013 - 2017 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Damian M

Series 63, Series 65

North Plainfield, NJ

Hillgate Financial, LLC

Damian Mbadugha is the sole advisor at Hillgate Financial, LLC, a New Jersey-registered investment adviser. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. In addition to his advisory role, he is registered as a commodities trading advisor, and works as an insurance agent and tax preparer, focusing on research during weekends. Hillgate Financial provides discretionary investment supervisory services to individuals, trusts, and estates, applying modern portfolio theory to build diversified portfolios primarily using passively managed funds and ETFs. The firm emphasizes tax-aware strategies and manages a historically significant asset base with a focus on individualized client portfolios.

Passive / index investing
user avatar

Robert G

CFP®, CFA®

Hopewell, NJ

Roche Financial Partners LLC

Robert Gregov is a CFP® and CFA® with 21 years of experience in financial advising. He has been with Roche Financial Partners LLC since 2004. Roche Financial Partners LLC is an independent firm providing continuous financial oversight and discretionary investment management to individual clients and their families. The firm employs a diversified, tax-aware asset allocation strategy using low-cost index funds and incorporates derivatives in separately managed accounts to manage risk, with portfolios tailored to client specifications.

Wealth management General retirement planning Cash flow / budgeting
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Jerrold T

Series 65

Highland Park, NJ

Parkview Capital Management

Jerrold Trub is a financial advisor at Parkview Capital Management with 19 years of industry experience. He holds a Series 65 designation and has worked at the New York Metropolitan Transit Authority since 1993, where he serves as a Director of a business unit conducting operational reviews. Parkview Capital Management primarily serves individual clients, offering discretionary investment advisory services along with financial planning and consulting. The firm’s investment approach centers on fundamental equity analysis supplemented by option-based overlays, including the use of LEAPS and covered-call writing, which is a distinguishing feature of their portfolio management.

Options & derivatives strategies Active portfolio management
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Nitin A

Series 65

Bridgewater, NJ

GA Advisors LLC

Nitin Apte is a financial advisor at GA Advisors LLC in Bridgewater, NJ, with eight years of industry experience. He holds a Series 65 designation and previously worked at Azul Systems Inc and Credit Carbon Inc for seven years each. He serves as Chair of the Investment Committee for the nonprofit organization Marathi Vishwa of New Jersey. GA Advisors LLC provides personalized investment advice and discretionary portfolio management to individual clients, focusing on global equity and fixed income markets. The firm employs an asset-allocation model adjusted for market conditions, utilizing mutual funds, ETFs, and occasionally individual securities, along with options trading, supported by regular research and account monitoring.

Wealth management Active portfolio management Retirement income strategy College savings (529s, UTMA, etc.)
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Bryan Z

CFP®, Series 63, Series 65

Flemington, NJ

Hearthstead Financial, LLC

Bryan Zegar is a CFP® professional with six years of experience in the financial services industry. He is the principal advisor at Hearthstead Financial, LLC, where he has worked since 2025. Prior to this, he spent seven years at Ameriprise and AMERIPRISE FINANCIAL SERVICES, Inc. Outside of finance, he is involved with Allshapes Bonsai Nursery, where he assists with inventory management, customer support, and technology. Hearthstead Financial is a registered investment adviser that provides investment management and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs a mixed-methods investment approach combining fundamental and charting analysis with mutual fund and ETF evaluation, focusing on both passive and active strategies implemented on a non-discretionary basis.

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Founder/Business Owner
user avatar

Claudia M

CFP®, Series 63

Millington, NJ

Epona Financial Solutions

Claudia Mott is a CFP® certificant and Series 63 license holder with 13 years of industry experience. She has been the principal advisor at Epona Financial Solutions since 2010. Epona Financial Solutions is an independent, fee-only firm serving individuals and couples with financial planning, investment management, and divorce settlement analysis. The firm applies Modern Portfolio Theory to create diversified portfolios and specializes in divorce financial planning, providing detailed cash-flow and net-worth projections as part of its services.

Divorce financial planning
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