Oaklyn, NJ Newton Ave Office

Team
Updated today

Client AUM

$8,431,233,943

Clients

15,611

Advisors

3

Of 52 advisors across 257 offices

Location

500 Newton Ave

Oaklyn NJ 08107

Advisors at this office

3

Advisors at this office

user avatar

Emily H

Series 66

Oaklyn, NJ

Capital Analysts

Emily Hagarty is a financial advisor with Capital Analysts in Oaklyn, NJ, holding a Series 66 credential and nine years of industry experience. She has worked at Lincoln Investment since 2017 and spent two years at Michael Enos prior to that. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management utilizing in-house investment research, third-party managers, and various advisory program options.

Wealth management Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Educators, Teachers, and Academics Founder/Business Owner
user avatar

Michael E

Series 63

Oaklyn, NJ

Capital Analysts

Michael Enos is a financial advisor with Capital Analysts based in Oaklyn, NJ, holding a Series 63 designation and bringing 34 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1991. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, charitable organizations, and corporate clients, offering discretionary and non-discretionary portfolio management through various programs and an in-house investment management team.

Wealth management Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Educators, Teachers, and Academics Founder/Business Owner
user avatar

Brian B

CFP®, Series 63, Series 66

Oaklyn, NJ

Capital Analysts

Brian Biehl is a CFP® professional with 34 years of industry experience, currently affiliated with Capital Analysts. He has been with Lincoln Investment since 2016. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team and employs a proprietary mutual fund screening process called CAPSL.

Wealth management Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Educators, Teachers, and Academics Founder/Business Owner
View complete list of advisors at this office
Warmer team member

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 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")