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Timothy Hance Starkey

Advisor at LiftPoint Family Wealth Advisors, LLC — Far Hills, NJ

Updated today

Credentials

CFP®, ChFC®, Series 66

Experience

23 years

Location

Far Hills, NJ 07931

LiftPoint Family Wealth Advisors, LLC

Supported

Total advisors

2

Across 2 offices

Clients per advisor

31 Low

Avg AUM per client

$2,978,665 Very High

HNW client ratio

74% Very High

About

Timothy Starkey is a CFP® and ChFC® with 23 years of industry experience. He is currently affiliated with LiftPoint Family Wealth Advisors, LLC and NewEdge Advisors, LLC, having previously worked at LPL Financial and Morgan Stanley. Starkey provides investment advisory services through NewEdge Advisors, an independent firm. LiftPoint Family Wealth Advisors serves individuals, trusts, estates, charitable organizations, and business entities with comprehensive wealth management and financial planning. The firm employs a manager-agnostic approach, utilizing independent managers, ETFs, and alternative investments while coordinating planning with clients’ tax, estate, and insurance professionals.

Client services

Based on LiftPoint Family Wealth Advisors, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on LiftPoint Family Wealth Advisors, LLC

Wealth management Charitable giving & philanthropy General estate planning guidance Tax strategies for small businesses

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Fee options

Percentage

$0 - $999,999: 1.10% $1,000,000 - $2,999,999: 0.80% $3,000,000 - $4,999,999: 0.70% $5,000,000 - $9,999,999: 0.60% $10,000,000 - $24,999,999: 0.50% $25,000,000 - $49,999,999: 0.40% $50,000,000+: Negotiable

Commissions

Certain supervised persons offer insurance products on a separate commission basis

Other

Fee-only: Fixed fees for financial planning and consulting services range from $3,000 to $25,000, negotiable

Location

See office

Far Hills, NJ

49 Us Highway Route 202, Suite 13 A, Office #8

Far Hills NJ 07931

Advisors at this office

1

Most active in

New Jersey · Texas

Work history

23 years of industry experience

FortisPath Advisors, LLC

2025 - Present • 1 year

Far Hills, NJ

NewEdge Advisors, LLC.

2024 - Present • 2 years

New Orelans, LA

LPL Financial, llc

2019 - 2025 • 6 years

Morristown, NJ

Morgan Stanley Private Bank, National Association

2015 - 2019 • 4 years

New York, NY

Morgan Stanley

2013 - 2019 • 6 years

Morristown, NJ

Disclosures

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

Business activities & affiliations

Tomas G

CFP®, Series 66, CIMA®, CPWA®

Summit, NJ

Beacon Hill Private Wealth LLC

Tomas Geoghegan is a CFP® and Series 66–registered financial advisor with 23 years of industry experience. He has been with Beacon Hill Private Wealth LLC since 2016, where he is the sole advisor. The firm provides comprehensive wealth management and planning services to individuals, high-net-worth families, trusts, institutions, and businesses. Beacon Hill employs an evidence-based, largely passive investment approach focused on global diversification, modest factor tilts, and high-quality fixed income to manage portfolio volatility, and it offers distinctive pension-consulting services including plan investment platform analysis and participant education.

Retirement income strategy Wealth management Tax-loss harvesting RSUs / ISOs / NSOs Retirement withdrawal strategies Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
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Timothy M

CFP®, Series 66

Martinsville, NJ

Condor Capital Wealth Management

Timothy Moran is a CFP® and holds a Series 66 license, with 11 years of experience in the financial services industry. He has worked at several firms, including Wells Fargo Bank, Prestige Wealth Management Group, and Investors Bank/Citizens, before joining Condor Capital Wealth Management. Moran is currently part of an 18-advisor team at Condor. Condor Capital Wealth Management serves individuals, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and pension plan consulting. Condor employs fee-only investment strategies with a range of investment vehicles and integrates tools such as AI to support adviser analysis, operating across a multi-office structure with unique service offerings like concierge hourly services and private fund recommendations.

Private / alternative investments ESG / Sustainable investing Tax-loss harvesting Income planning
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Christopher C

CFP®, Series 63, Series 66

Florham Park, NJ

Raymond James & Associates

Christopher Conway is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2016. Prior to this, he worked at Deutsche Bank Securities Inc. from 2014 to 2016. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting with a focus on public finance and municipal work.

General retirement planning General estate planning guidance College savings (529s, UTMA, etc.) General tax planning Wealth management Founder/Business Owner Retired Executive Doctor or Medical Professional Real Estate Professional Young Professionals HENRY (High Earners, Not Rich Yet) Approaching retirement Retired Established Professionals
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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
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Stephen H

Series 63, Series 65

Madison, NJ

Hanley Capital Management, LLC

Stephen Hanley is the principal and sole advisor at Hanley Capital Management, LLC in Madison, NJ, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has operated Hanley Capital Management since 2009. Hanley Capital Management provides investment advisory and discretionary portfolio management services primarily to individual clients, focusing on ongoing portfolio management with an emphasis on municipal and fixed-income strategies derived from the principal's extensive background as a municipal bond trader.

Passive / index investing
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Erik B

Series 63, Series 65

Randolph, NJ

Calrivan Wealth Management

Erik Black is a financial advisor at Calrivan Wealth Management with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Cross River Bank and Charles Schwab. Outside of finance, he co-owns VanessKnitS, LLC, a knitting design business. Calrivan Wealth Management offers discretionary portfolio management and financial planning services primarily to individual clients, including high-net-worth individuals. The firm emphasizes tailored investment programs based on client goals, risk tolerance, and time horizon, operating with a small client base and no account minimum.

General retirement planning Wealth management
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