Accretive Wealth Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Accretive Wealth Partners provides wealth management, investment management and financial planning to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, corporations and financial institutions. Services are offered on both a discretionary and non‑discretionary basis and may include construction of diversified portfolios using mutual funds, ETFs and, when appropriate, individual stocks, bonds and options.
The firm’s investment approach is primarily long‑term and combines fundamental and technical analysis with an internal due diligence process and regular client interaction to set goals, risk tolerance and portfolio constraints. AWP may rebalance portfolios, harvest gains or losses, employ cash as a hedge, and, where appropriate, allocate portions of client assets to unaffiliated Independent Managers or bond separate account managers while retaining oversight responsibilities.
Compared with peers, AWP’s client mix notably includes financial institutions (including banking or thrift institutions), a client type that is uncommon for similar team firms. The firm also maintains a formal program to pass certain economies of scale back to clients as its billable assets grow, uses third‑party managers for specialized mandates with ongoing oversight, and enrolls clients in a third‑party class action claim processing service.
Client services
Expertise
Fee options
Fixed fees for financial planning based on expected effort and duration
$0 - $1,000,000: 0.90% $1,000,001 - $3,000,000: 0.70% $3,000,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.40% $10,000,001+: 0.30%
Up to $450 per hour for financial planning services
Account minimum: $1,000,000 Minimum fee: $9,000 per year minimum fee Fee-only: Hourly fees for financial planning up to $450 per hour; fixed fees based on expected effort and duration (negotiable)
Main office
1 Gatehall Drive, Suite 207
Parsippany NJ 07054
Advisors at this office
4
Most active in
California · Florida · Louisiana · Maryland · Massachusetts · New Hampshire · New Jersey · New York · North Carolina · Pennsylvania · South Carolina · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Stephen E
CFP®, Series 63, Series 66
Parsippany, NJ
Accretive Wealth Partners, LLC
Stephen Esposito is a Certified Financial Planner (CFP®) with 18 years of industry experience. He has worked at Accretive Wealth Partners, LLC since 2018 and previously held roles at Mutual Securities, Inc., LPL Financial, and Macro Consulting Group. Accretive Wealth Partners provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and financial institutions. The firm employs a primarily long-term investment approach that integrates fundamental and technical analysis, regular client interaction, and may utilize diversified portfolios including mutual funds, ETFs, stocks, bonds, and options.
Gary R
CFP®, CFA®, Series 66
Parsippany, NJ
Accretive Wealth Partners, LLC
Gary Ribe is a CFP®, CFA®, and holds a Series 66 license with 17 years of industry experience. He has worked at Accretive Wealth Partners, LLC since 2018 and previously at MACRO Consulting Group from 2015 to 2018. He serves on an oversight board for a company currently in the process of liquidating. Accretive Wealth Partners, LLC provides wealth management, investment management, and financial planning services to individuals, trusts, charitable organizations, corporations, estates, and financial institutions. The firm employs a long-term investment approach combining fundamental and technical analysis to build diversified portfolios and offers a Client Alignment Program that passes economies of scale back to clients through fee waivers.
John M
CFP®, Series 63
Parsippany, NJ
Accretive Wealth Partners, LLC
John Moynihan is a CFP® with 24 years of experience in the financial industry. He has worked at Accretive Wealth Advisors LLC since 2026, following a 20-year tenure at Waterstone Wealth Advisors, LLC, and four years at Ameriprise. He is based in Parsippany, NJ, and holds a Series 63 license. Accretive Wealth Partners provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and financial institutions. The firm employs a primarily long-term investment approach that combines fundamental and technical analysis, internal due diligence, and regular client interaction to establish goals and risk tolerance.
Eric F
CFP®, CFA®, Series 65
Parsippany, NJ
Accretive Wealth Partners, LLC
Eric Furey is a CFP®, CFA®, and Series 65 registered advisor with 16 years of industry experience. He has worked at Accretive Wealth Partners, LLC since 2018 and previously at Regent Atlantic for ten years. Accretive Wealth Partners, LLC provides wealth management, investment management, and financial planning services to a diverse client base including individuals, trusts, charitable organizations, corporations, and financial institutions. The firm employs a primarily long-term investment approach combining fundamental and technical analysis to build diversified portfolios using mutual funds, ETFs, stocks, bonds, and options.
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