Ways to browse Seasoned advisors serving New Jersey

Pick a specialty to browse more Seasoned advisors serving New Jersey.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	7,659
Executive	4,917
Wealth management	3,662
Retired	3,370
Tax-loss harvesting	3,370
Retirement plans for business owners (SEP, solo 401k)	2,055
Mid-Career Professionals	1,689
General estate planning guidance	1,680
Active portfolio management	1,676
Approaching retirement	1,676
Retirement income strategy	1,565
General retirement planning	1,547
HENRY (High Earners, Not Rich Yet)	1,471
Cash flow / budgeting	1,338
College savings (529s, UTMA, etc.)	1,158
ESG / Sustainable investing	1,020
Private / alternative investments	828
Business exit / sale strategy	816
Annuities	731
Income planning	703
Equity compensation tax strategy	686
Options & derivatives strategies	661
Charitable giving & philanthropy	627
Social Security optimization	612
Divorce financial planning	540
Concentrated stock management	445
Passive / index investing	440
Retirement withdrawal strategies	439
Self-Employed	426
Attorney	350
Multi-generational wealth transfer	317
Planning for children with special needs	273
Married/Couples/Partners	263
Business succession planning	226
Financial Professional	218
Real estate investing	191
General tax planning	121
Women Professionals	115
Business ownership considerations	113
Consultant	94
Technology Professional	94
Established Professionals	91
Educators, Teachers, and Academics	58
Long-term care insurance	58
Values-based investing	51
Tax strategies for small businesses	37
Debt management	36
Business sale tax planning	35
Retired	34
Intergenerational Families	32
Life insurance needs analysis	30
Factor investing / smart beta	28
Liquidity event planning	26
Doctor or Medical Professional	25
Family Business	23
Business Financial Management	20
Equity Recipients (RS/RSU, SOP, ESPP)	17
Professional Athlete	16
Trust structures (GRAT, IDGT, revocable)	13
Medicare planning	11
Stock option exercise strategy	11
Young Professionals	9
Disability insurance	8
Roth conversion strategy	8
Charitable giving tax strategies	7
Religious/faith focused	6
Startup equity planning	6
Dentist	5

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