Top financial advisors in Princeton, 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 Princeton, NJ, and face complex financial decisions, such as managing high property taxes or planning for a commute to NYC or Philadelphia, you need advisors who understand these local factors. Without this insight, you might miss opportunities to optimize your tax situation or investment strategy.
- Local tax knowledge. Confirm how they address New Jersey's high property taxes in your overall financial plan.
- Commuter cost planning. Ask how they factor in expenses and timing related to commuting to major cities.
- Experience with diverse firms. Look for advisors who have worked in both large and independent firms to balance resources and personalized service.
- Fee structure clarity. Understand whether they offer flat-fee arrangements and how that impacts your ongoing costs.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Chingtai H
Series 66
Princeton, NJ
Acorn Asset Management LLC
Chingtai Hung offers expertise in charitable giving, retirement plans for business owners, and business financial management, making him well-suited for clients in Princeton, NJ facing complex financial decisions. With 25 years of experience, an independent and flat-fee structure, and a firm that emphasizes long-term, income-oriented investment strategies, he provides a balance of personalized service and institutional resources.
Experience: 26 years
Avg account: $550,000
-
David M
CFP®, ChFC®, Series 66
Princeton, NJ
Edward Jones
David Milford's experience at Edward Jones equips him to address complex financial needs in Princeton, including managing retirement income and wealth strategies. His CFP® and ChFC® credentials, combined with a large-firm background and a fee structure up to 1.35% annually, distinguish him from advisors with smaller practices or different fee models.
Experience: 7 years
Avg account: $246,728
-
Steve N
Series 63, Series 66
Princeton, NJ
Bryn Mawr Trust Advisors, LLC
Steve Nguyen's 22 years of experience and Series 63 and 66 licenses equip him to address complex financial needs in Princeton, including managing high property taxes and commuter expenses. His firm, Bryn Mawr Trust Advisors, offers customized investment strategies and serves high-net-worth clients with flat-fee and tiered AUM pricing, blending bank and trust company resources for personalized service.
Experience: 23 years
Avg account: $2,477,318
-
Heena D
Series 63, Series 66
Princeton, NJ
LPL Financial
Heena Dhruv's 13 years of experience and Series 63 and 66 licenses equip her to address complex financial needs in Princeton, including tax-loss harvesting and retirement plans for business owners. Affiliated with LPL Financial, a large firm offering flat-fee financial planning and diverse investment strategies, she combines extensive resources with personalized service, distinguishing her from advisors at smaller firms or with different fee structures.
Experience: 13 years
Avg account: $399,489
-
Joseph S
Series 65
Princeton, NJ
Princeton Global Asset Management LLC
Joseph Schreiner offers expertise in active portfolio management and options strategies, well-suited for high-net-worth clients in Princeton, NJ, who face complex financial decisions like managing local tax burdens and commuter expenses. His firm provides flat-fee financial planning with a focus on fundamental analysis and customized portfolios, distinguishing him through a blend of independent service and institutional experience.
Experience: 7 years
Avg account: $2,477,804
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Princeton, NJ
Find advisors by type
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.
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
© 2026 Warmer Holdings Inc. (“Warmer”)