Ways to browse Seasoned advisors serving Jersey City, NJ

Pick a specialty to browse more Seasoned advisors serving Jersey City, NJ.

Browse by specialty

Find advisors serving Jersey City, NJ who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	5,458
Executive	4,002
Wealth management	2,819
Retired	2,155
Tax-loss harvesting	2,106
General estate planning guidance	1,555
Mid-Career Professionals	1,391
Approaching retirement	1,389
General retirement planning	1,336
Retirement plans for business owners (SEP, solo 401k)	1,335
Active portfolio management	1,160
HENRY (High Earners, Not Rich Yet)	1,146
Cash flow / budgeting	1,051
Retirement income strategy	1,027
Private / alternative investments	900
ESG / Sustainable investing	751
College savings (529s, UTMA, etc.)	635
Equity compensation tax strategy	632
Passive / index investing	602
Income planning	555
Charitable giving & philanthropy	526
Options & derivatives strategies	504
Attorney	450
Business exit / sale strategy	437
Annuities	409
Social Security optimization	399
Concentrated stock management	396
Divorce financial planning	374
Multi-generational wealth transfer	306
Retirement withdrawal strategies	277
Divorced	231
Financial Professional	225
Technology Professional	214
Self-Employed	198
Real estate investing	176
Planning for children with special needs	125
Business succession planning	119
Women Professionals	95
Business ownership considerations	74
General tax planning	62
Established Professionals	54
Educators, Teachers, and Academics	45
Long-term care insurance	39
Values-based investing	39
Debt management	31
Intergenerational Families	30
Factor investing / smart beta	25
Tax strategies for small businesses	25
Business sale tax planning	18
Business Financial Management	14
Life insurance needs analysis	14
Doctor or Medical Professional	13
Medicare planning	12
Young Professionals	8
Charitable giving tax strategies	5
Elder care planning	4

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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support