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2,703 advisors near
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Thomas P
Series 63, Series 65
Bernardsville, NJ
TSP Capital Management Group, LLC
Thomas Paluck is a financial advisor with TSP Capital Management Group, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with TSP Capital Management Group since 2004. Outside of his advisory role, he serves on the boards of several non-profit charitable institutions and participates in an investment club. TSP Capital Management Group provides discretionary and non-discretionary investment management services to individuals, trusts, estates, pension and profit-sharing plans, business entities, charitable organizations, and an investment club. The firm focuses on portfolio management, employing a mix of fundamental and technical analysis to tailor portfolios to client objectives, income needs, and tax considerations.
David N
Series 63, Series 65
Mountainside, NJ
Woodstock Wealth Management, Inc.
David Netkin is a financial advisor at Woodstock Wealth Management, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Woodstock Wealth Management since 2018 and at St. Bernard Financial Services since 2021. He also operates a branch office for Woodstock Wealth Management through Edgewood Financial Group, Inc. Woodstock Wealth Management provides financial planning, discretionary portfolio management, and access to third-party asset managers to individuals, businesses, charities, and retirement plans. The firm manages approximately $629.9 million on a discretionary basis and offers tailored strategies with a distinctive performance-based fee program.
Richard S
Series 65
Edison, NJ
Geremia Financial Services, LLC
Richard Semo Jr. is a financial advisor at Geremia Financial Services, LLC with 18 years of experience since joining the firm in 2008. He holds a Series 65 designation and works within a team of five advisors based in Edison, NJ. Geremia Financial Services, LLC provides financial planning and discretionary investment and wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm manages approximately $132 million in discretionary assets across roughly 130 client accounts and sponsors its own wrap fee program that integrates portfolio management and brokerage services.
Kevin W
CFP®
Maplewood, NJ
The GenWealth Group, Inc.
Kevin Worley is a CFP® professional with four years of industry experience, currently serving at The GenWealth Group, Inc. He has been with the firm since 2019 and also holds a license as an independent insurance agent. The GenWealth Group, Inc. manages discretionary portfolios and provides financial planning and automated investment programs primarily for individual and high-net-worth clients. The firm employs an ETF-based approach that incorporates ESG screening and tactical allocations, leveraging Schwab’s institutional platform and third-party tools to deliver comprehensive portfolio management and client services.
Peter O
Series 65
Martinsville, NJ
Condor Capital Wealth Management
Peter Ostrowski is a Series 65-licensed advisor at Condor Capital Wealth Management with one year of industry experience. His prior work includes positions at First Capital Advisors Group, Bloomberg, and Kroll, as well as time associated with Rutgers University. Condor Capital Wealth Management serves individuals, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm offers fee-only investment management and financial planning services, utilizing a range of strategies including direct indexing and cryptocurrency exposure under human oversight, with a multi-office structure and distinctive marketing approach.
Joseph C
Series 63, Series 66
Matawan, NJ
Grantvest Financial Group LLC
Joseph Cammayo is a financial advisor at Grantvest Financial Group LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Merrill Lynch, J.P. Morgan Securities, Morgan Stanley, and Calton & Associates. In addition to his advisory role, he is involved with JBT Benefits Group, a supplemental insurance business. Grantvest Financial Group provides wealth management, discretionary portfolio management, and financial planning to individuals, trusts, estates, and small businesses. The firm manages approximately $230 million in client assets, focusing on diversified, ETF-centric portfolios tailored to client goals and risk tolerance.
Leo T
Series 63, Series 65
New Providence, NJ
Tilson Financial Group Inc
Leo Tropeano is a financial advisor with Tilson Financial Group Inc, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Tilson Financial Group since 1999 and at American Portfolios Financial Services, Inc. since 2012. Tropeano is also Co-President of Tropeano & McGrady PC, an accounting practice providing tax and accounting services, and serves as an independent insurance broker. Tilson Financial Group serves individuals, trusts, charitable organizations, and business entities with investment management, financial planning, and retirement plan consulting. The firm employs a Modern Portfolio Theory approach, focusing on globally diversified, multi-asset class portfolios primarily constructed with mutual funds and ETFs, and utilizes institutional custodial platforms alongside sub-advisory arrangements.
Matthew B
Series 65
Gladstone, NJ
Oliver Luxxe Assets LLC
Matthew Biedron is a financial advisor with Oliver Luxxe Assets LLC, holding a Series 65 designation and nine years of industry experience. He has been with Oliver Luxxe Assets since 2015. Oliver Luxxe Assets LLC provides financial planning, investment consulting, and portfolio management services to individual and institutional clients, including pension and profit-sharing plans, trusts, charitable organizations, and family offices. The firm employs a proprietary multi-factor quantitative screening process combined with fundamental research, managing a variety of equity and income strategies through model portfolios and sub-advisers.
Michael H
Series 66
Bridgewater, NJ
Paradigm Investment Advisory, LLC
Michael Haua is a financial advisor at Paradigm Investment Advisory, LLC with a Series 66 credential and one year of industry experience. His prior work includes roles at Bruen Wealth Management, LPL Financial, Paradigm Wealth Management, Timedox Inc, MedMen LLC, Guitar Center Inc., and Lyft. Paradigm Investment Advisory, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, families, trusts, charitable organizations, and businesses. The firm offers primarily discretionary portfolio management with a long-term orientation, utilizing institutional mutual funds, ETFs, individual equities, fixed income, and independent third-party managers, alongside retirement plan advisory services including ERISA 3(21) and 3(38) support and participant education.
Dorota W
ChFC®, Series 63, Series 65
Cranford, NJ
Virtus Wealth Solutions
Dorota Warchol is a financial advisor at Virtus Wealth Solutions with 30 years of industry experience. She holds the ChFC® designation along with Series 63 and 65 licenses. Her prior experience includes roles at MetLife Securities Inc., Metropolitan Life Insurance Company, Mass Mutual Investors Services, and Commonwealth Financial Network. Warchol serves on the boards of the nonprofit organizations Blue Parasol Home Care and PSC Community Services. Virtus Wealth Solutions provides financial planning and asset management to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers discretionary portfolio management, comprehensive financial planning, and access to a broad range of investment products, utilizing both third-party platforms and in-house strategies.
Konstantin D
CFP®, Series 63, Series 66
Bridgewater, NJ
Paradigm Investment Advisory, LLC
Konstantin Danias is a CFP® professional with 34 years of experience in the financial advisory industry. He is currently with Paradigm Investment Advisory, LLC and has prior experience at LPL Financial and Prospera Financial Services. Paradigm Investment Advisory, LLC provides discretionary investment management and financial planning services to individuals, families, trusts, estates, charitable organizations, and businesses. The firm employs a long-term investment approach based on fundamental analysis and offers customized portfolios that may include institutional mutual funds, ETFs, individual equities, bonds, and third-party managers.
Michael L
CFP®, Series 63, Series 65
Maplewood, NJ
The GenWealth Group, Inc.
Michael Leanza is a CFP® with 32 years of industry experience, currently serving at The GenWealth Group, Inc. since 2010. He previously worked at LPL Financial and Purshe Kaplan Sterling Investments. Leanza is also a licensed independent insurance agent involved in fixed insurance sales. The GenWealth Group serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and an automated ETF-based investment program through a Schwab platform. The firm emphasizes tailored advice, employs socially responsible investing screens, and offers both long- and short-term strategies with regular account reviews.
Kristopher J
CFA®
Martinsville, NJ
Condor Capital Wealth Management
Kristopher Jones is a CFA® charterholder with three years of industry experience, currently serving as an advisor at Condor Capital Wealth Management since 2023. Prior to joining Condor, he was involved in property management and a payment services business. Condor Capital Wealth Management serves individuals, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations by providing portfolio management, financial planning, and pension consulting services. The firm employs a fee-only investment approach utilizing various asset types, including equities, fixed income, ETFs, and private funds, and incorporates AI tools to support advisor analysis while maintaining human oversight.
Linda W
Series 65
Martinsville, NJ
Condor Capital Wealth Management
Linda Wang is a Series 65-licensed financial advisor with Condor Capital Wealth Management in Martinsville, NJ, and has two years of industry experience. She has been with Condor Capital since 2023 and has a background that includes roles at Rutgers University and Highland Park High School. 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, employing a fee-only investment approach that includes equities, fixed income, mutual funds, ETFs, and private funds, supported by AI tools and a multi-office presence.
Jason R
Series 65
Cranford, NJ
Atwood Financial Planning LLC
Jason Ross is a financial advisor at Atwood Financial Planning LLC with seven years of industry experience. He holds a Series 65 designation and has been with Atwood Financial Planning since 2019. In addition to his advisory role, he works full-time as Manager of Financial Analysis and Business Intelligence at Xaxis. Atwood Financial Planning serves individuals, small businesses, trusts, estates, and charities, offering comprehensive financial planning and consulting services. The firm emphasizes low-cost index funds and ETFs, a buy-and-hold investment approach, and non-discretionary portfolio management with client-approved trade execution.
Dekker B
Series 65
Metuchen, NJ
Investment Partners Asset Management
Dekker Buckley is a financial advisor at Investment Partners Asset Management with a Series 65 designation and one year of industry experience. Prior to joining the firm, he worked at T3 Trading Group, LLC, and held roles outside the financial sector, including at TMHCC Surety Group and in education. Investment Partners Asset Management serves individual and high-net-worth clients, trusts, estates, and retirement plans, offering discretionary and non-discretionary portfolio management alongside consulting services. The firm employs a multi-style investment approach focused on value investing and utilizes a range of instruments, including derivatives and structured products.
Marybeth G
Series 63, Series 65
Springfield, NJ
Woodstock Wealth Management, Inc.
Marybeth Garry is a financial advisor at Woodstock Wealth Management, Inc. in Springfield, NJ, holding Series 63 and Series 65 licenses with 40 years of industry experience. She has been with Woodstock Financial Group, Inc. since 2011. Woodstock Wealth Management, Inc. serves individuals, businesses, charities, and retirement plans by providing financial planning, discretionary portfolio management, and access to third-party asset managers. The firm manages approximately $629.9 million on a discretionary basis and offers tailored investment strategies, including a performance-based fee program linked to the SPDR S&P 500 ETF.
Jacob B
CFP®, Series 65
Martinsville, NJ
Condor Capital Wealth Management
Jacob Boylan is a CFP® with eight years of industry experience, currently serving as an advisor at Condor Capital Wealth Management since 2016. He holds a Series 65 license and is based in Martinsville, NJ. Condor Capital Wealth Management serves individuals, including high-net-worth clients, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm offers fee-only investment programs with a range of strategies, including direct indexing and cryptocurrency exposure, supported by AI tools and human oversight, and operates across 17 offices.
Gerard M
Series 63, Series 65
Chatham, NJ
Chatham Wealth Management
Gerard Mcgeough is a financial advisor at Chatham Wealth Management with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Chatham Wealth Management since 2017. His prior experience includes roles at O'Neil Securities, Incorporated, and William O'Neil + Company, each since 2016. Chatham Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and pension/profit-sharing plans. The firm employs fundamental, technical, and cyclical analysis to build tailored portfolios and utilizes derivatives such as options and structured products in managed accounts.
Nicholas S
CFP®, Series 63, Series 65
Cranford, NJ
KFA Private Wealth Group, LLC
Nicholas Sullivan is a CFP® professional with 12 years of experience in the financial industry. He is currently with KFA Private Wealth Group, LLC and has previously worked at Facet Wealth, PrairieView Partners, All Star Financial Inc, and Vanguard Advisers. KFA Private Wealth Group serves individual and high-net-worth clients, trusts, pension and profit-sharing plans, and corporate entities by providing financial planning, portfolio management, retirement plan consulting, and wealth management. The firm uses goal-based portfolios with a strategic asset allocation approach that combines passive and active management and offers in-house tax preparation and accounting services.
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2,703 advisors near
08846
within the area shown on the map
Out of 400,000+ nationwide