Top financial advisors in Trenton, 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 Trenton, NJ, and face high property taxes alongside a commute to NYC or Philadelphia, you might need an advisor who understands how local tax burdens affect your financial plans. Without this insight, you risk missing opportunities to optimize your tax situation and investment strategy.
- Local tax expertise. Confirm the advisor knows how Trenton's property taxes and state rules impact your overall financial picture.
- Commuter cost planning. Ask how they factor in expenses and timing related to your travel to nearby cities.
- Investment alignment. Look for advisors who adjust portfolios considering your tax bracket and local economic conditions.
- Experience level. Seasoned advisors often navigate complex regional tax issues more effectively, so check their years working in similar environments.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Santo C
Series 66
Trenton, NJ
Merrill
Santo Costa's experience at Merrill equips him to address Trenton's high property taxes and commuter expenses through tax-loss harvesting and active portfolio management. His focus on mid-career professionals and HENRY clients, combined with Merrill's large-firm resources and a 1.10% AUM fee for managed strategies, distinguishes him from advisors with smaller firm affiliations or different client focuses.
Experience: 4 years
Avg account: $860,085
-
Ralph P
Series 63
Trenton, NJ
Mercer Financial Group, Inc.
Ralph Puzio's 41 years of experience in Trenton, NJ, equip him to address local tax challenges and commuter cost planning effectively. His flat-fee structure and independent status, combined with Mercer Financial Group's focus on portfolio management and tax services for a small client base, distinguish him from advisors managing larger assets or using discretionary approaches.
Experience: 41 years
Avg account: $962,250
-
Hardy H
Series 66
Trenton, NJ
Fidelity
Hardy Hodges III, based in Trenton, NJ, brings 17 years of experience and a Series 66 license, working at Fidelity, a large firm known for combining fundamental research with AI-driven portfolio construction. His expertise in active portfolio management and charitable giving, along with Fidelity's advanced advisory services, distinguishes him from others by offering sophisticated investment strategies tailored to local tax and commuter considerations.
Experience: 18 years
Avg account: $234,793
-
Edward A
Series 63, Series 65
Trenton, NJ
Cetera
Edward Adams brings over 26 years of experience in wealth management and tax-loss harvesting, making him well-equipped to address Trenton's high property taxes and commuter financial challenges. His flat-fee planning options through Cetera, a large firm serving diverse clients, and his background as a CPA and adjunct professor provide a unique blend of practical tax expertise and educational insight compared to other advisors.
Experience: 26 years
Avg account: $306,089
-
Gilbert V
Series 63, Series 65
Trenton, NJ
GCVSVC1 LLC
Gilbert Varnes Jr. offers 24 years of experience in Trenton, NJ, with expertise in tax services and credit repair, which can help navigate local property tax challenges and commuter expenses. As the sole advisor at an independent firm, he provides personalized attention, distinguishing him from larger teams and potentially offering more tailored financial strategies for local residents.
Experience: 24 years
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Trenton, 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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")