Top financial advisors in Camden, 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 Camden, NJ, and face complex financial decisions, you might need an advisor who understands the impact of high property taxes and your commuting needs to NYC or Philadelphia. Without local insight, advisors may overlook how these factors affect your overall financial plan.
- Property tax strategies. Ask how they help manage or mitigate the burden of Camden's high property taxes within your budget.
- Commuter cost planning. Confirm they consider your travel expenses and time when advising on cash flow and savings.
- Local market knowledge. Look for advisors familiar with Camden's housing and job market trends to align your investments realistically.
- Experience level. Seasoned advisors here often have a deeper understanding of regional economic shifts affecting your financial goals.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Kyle S
CFP®, Series 63
Collingswood, NJ
Creative Planning
Kyle Summers offers expertise in retirement income strategy and tax-loss harvesting, which can help manage Camden's high property taxes and commuting costs. Based in nearby Collingswood, NJ, he is a CFP®-certified advisor at Creative Planning, a large firm known for its financial planning-led approach and flat-fee structures, serving high-net-worth clients with diverse investment needs.
Experience: 8 years
Avg account: $2,113,277
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Raimondo F
Series 63, Series 66
Voorhees, NJ
PNC Wealth Management
Raimondo Feudale, based near Camden in Pennsauken, offers expertise in retirement income strategy and sustainable investing, which can help address Camden's high property taxes and commuting costs. As a Senior Financial Advisor at Merrill, a large firm, she brings eight years of experience and specializes in serving women professionals and executives, providing tailored strategies with a 1.10% AUM fee for managed accounts under $2 million.
Experience: 8 years
Avg account: $182,752
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Stephen W
CFP®, Series 65
Philadelphia, PA
Setarcos Wealth Advisors LLC
Stephen Way, based in nearby Philadelphia, offers expertise in active portfolio management and real estate investing, which can address Camden's high property taxes and local market trends. His firm serves high-net-worth clients with a flat-fee structure and provides integrated financial planning and discretionary investment management, distinguishing him from advisors focused solely on traditional fee models or less comprehensive services.
Experience: 12 years
Avg account: $2,068,060
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Oliver E
Series 63, Series 66
Philadelphia, PA
TD private Client Wealth LLC
Oliver Evan's experience with wealth management and active portfolio management suits clients navigating complex financial decisions near Camden, NJ, especially given his expertise in tax-loss harvesting which can help manage high property taxes. Operating from Philadelphia with a large firm, he offers a 1.50% AUM fee structure and access to algorithm-driven investment strategies, differentiating him from advisors with smaller firms or less technology integration.
Experience: 13 years
Avg account: $270,263
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Daniel K
Series 66
Collingswood, NJ
UBS Financial Services
Daniel Kent's 24 years of experience and Series 66 license equip him to address Camden's financial challenges, including high property taxes and commuter costs, through expertise in retirement planning and cash flow management. Operating from Collingswood, NJ with UBS Financial Services, a large firm serving high-net-worth clients, he offers fee-based planning and portfolio management, blending institutional research with personalized wealth strategies.
Experience: 24 years
Avg account: $693,691
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