Top financial advisors in Atlantic City, NJ
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you live in Atlantic City, NJ, and face complex financial decisions, you might need an advisor who understands the local tax environment and commuting dynamics. A common mistake is working with someone who overlooks how high property taxes and proximity to major cities affect your overall financial plan.
- Local tax insight. Confirm the advisor knows how Atlantic City's property taxes impact your budget and long-term wealth.
- Commuter financial planning. Ask how they factor in costs and income considerations related to commuting to NYC or Philadelphia.
- Experience level. Look for advisors who can navigate both local and regional financial challenges with seasoned expertise.
- Firm size impact. Understand how working with advisors from large or independent firms might influence the services and resources available to you.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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James D
Series 63, Series 66
Margate City, NJ
LPL Financial
James Devlin Jr. offers extensive expertise in wealth management and retirement plans, with 43 years of experience and a focus on tax-loss harvesting, which is valuable for navigating Atlantic City's high property taxes. Operating through LPL Financial, a large firm, he provides flat-fee financial planning and serves a diverse clientele, distinguishing him from advisors at smaller firms or with different fee structures.
Experience: 43 years
Avg account: $399,489
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Ronald R
Series 63
No. Brunswick, NJ
Mass Mutual Investors Services
Ronald Rubin's 34 years of experience and expertise in divorce financial planning and multi-generational wealth transfer equip him to address complex financial needs relevant to Atlantic City residents, including local tax considerations. Affiliated with Mass Mutual Investors Services, a large firm offering comprehensive financial planning and asset management, he also serves business owners and executives, providing a broad perspective compared to advisors focused solely on individual clients.
Experience: 34 years
Avg account: $249,379
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Sarah S
Series 66
Atlantic City, NJ
Merrill
Sarah Swofford offers expertise in wealth management and active portfolio management, with 12 years of experience at Merrill, a large firm in Atlantic City, NJ. She specializes in cash flow analysis and budgeting, serving women professionals and executives, which may provide nuanced financial planning considering local tax and commuting factors.
Experience: 12 years
Avg account: $860,085
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George B
Series 63, Series 65
Margate, NJ
Wells Fargo Clearing
George Bellos offers 30 years of experience and operates from Margate, NJ, near Atlantic City, providing insight into regional financial challenges. Affiliated with Wells Fargo Clearing, a large firm known for retirement plan consulting and an IPS-driven approach using modern portfolio theory, he serves high-net-worth clients with a flat-fee and AUM-based fee structure, distinguishing him from advisors at smaller firms.
Experience: 30 years
Avg account: $475,575
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Thomas C
CFP®
Ventnor, NJ
TC Financial Management, Co Inc.
Thomas Cakert, based in Ventnor, NJ, offers expertise in passive and index investing with 21 years of experience, making him well-equipped to address Atlantic City residents' financial needs, including local tax considerations. His firm, TC Financial Management, Co Inc., provides comprehensive planning and portfolio management with a long-term, allocation-driven approach, charging a 1.00% AUM fee and serving high-net-worth individuals and trusts.
Experience: 21 years
Avg account: $849,472
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