Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar

Tylor L

Series 66

Medford, NJ

Family Wealth Partners LLC

Tylor Love is a financial advisor at Family Wealth Partners LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Bank of America. Family Wealth Partners, founded in 2019, provides discretionary wealth management services to individuals, trusts, estates, and small businesses, managing approximately $131 million in client assets. The firm utilizes proprietary model portfolios and independent managers, applying both fundamental and technical analysis in its investment approach.

Wealth management General tax planning College savings (529s, UTMA, etc.)
user avatar

Mark F

Series 66

Medford, NJ

Family Wealth Partners LLC

Mark Finelli is a financial advisor with Family Wealth Partners LLC in Medford, NJ, holding a Series 66 designation and 24 years of industry experience. Prior to founding Family Wealth Partners in 2019, he worked at Bank of America and Merrill Lynch from 2009 to 2019. Outside of finance, he owns a charter fishing business and volunteers as a coach in his local community. Family Wealth Partners provides wealth management and financial planning services to individuals, trusts, estates, and small businesses, managing approximately $103 million across 171 client accounts with diversified portfolios and ongoing oversight.

Wealth management General tax planning College savings (529s, UTMA, etc.)
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")