Drucker Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$861,491,360
Clients
613
Advisors
5
across 3 offices
About
Drucker Wealth advises primarily pre-retirement and high‑net‑worth individuals—notably mid‑career professionals in the technology and medical fields and small‑business owners—offering comprehensive financial planning and discretionary portfolio management. The firm’s services also include equity‑compensation planning, tax planning, retirement plan rollover guidance, and access to online estate‑document tools.
The firm applies a mix of fundamental, technical, tactical, and behavioral analysis to construct diversified, asset‑allocation portfolios and uses direct indexing and sub‑advisors or model trading platforms to implement strategies, particularly for non‑qualified accounts. Drucker Wealth operates a wrap fee program as sponsor and provides held‑away retirement plan implementation support through a third‑party order management solution (Pontera), with disclosures about the incentives created when the firm covers transaction charges in wrap accounts.
Drucker Wealth is affiliated with a separate, commonly owned tax services entity (Drucker Tax, LLC), an arrangement the brochure describes as a convenience to clients while noting the resulting conflicts of interest and the choice to engage that firm separately. The brochure also highlights other distinguishing practices — sponsorship of a wrap program, a partnership to facilitate client lending options (Sora Finance), and the use of AI for real‑time meeting transcription and summaries — each disclosed with explanations of associated conflicts and client controls.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Financial planning fixed fees range from $3,000 to $8,000. Estate planning platform fee up to $2,499.
Certain investment advisor representatives may receive commissions for selling securities and insurance products; separate from advisory fees.
Account minimum: $7,500 minimum annual fee Minimum fee: $7,500 minimum annual fee for asset management services.
Main office
See officeMahwah NJ
Advisors at this office
2
Offices (3)
Most active in
California · Connecticut · Florida · Georgia · Louisiana · Massachusetts · Minnesota · New Jersey · New York · North Carolina · Pennsylvania · Texas · Utah · Virginia
Also doing business as
Drucker Wealth · Drucker Wealth 3.0, LLC · Drucker Wealth, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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
Dru B
CFP®, Series 66
Mahwah, NJ
Drucker Wealth
Dru Burns is a CFP® and Series 66–licensed advisor at Drucker Wealth with five years of industry experience. His prior roles include positions at UBS Financial Services and Morgan Stanley. Outside of his advisory work, he coaches a girls' under-16 hockey team for the Team Colorado Hockey Association. Drucker Wealth serves primarily pre-retirement and high-net-worth individuals, including mid-career professionals in technology and medical fields, as well as small-business owners. The firm offers comprehensive financial planning and discretionary portfolio management, utilizing a combination of fundamental, technical, tactical, and behavioral analysis to build diversified portfolios.
Jordan H
CFP®, Series 65
Kuna, ID
Drucker Wealth
Jordan Haines is a CFP® and holds a Series 65 license with four years of industry experience. He is currently with Drucker Wealth, where he has worked since 2025. Prior to that, he held roles at Scaling Motions, which he founded and consults for, as well as at Dentist Advisors and Elements Technology, Inc. Drucker Wealth advises primarily pre-retirement and high-net-worth individuals, notably mid-career professionals in the technology and medical fields and small-business owners, offering comprehensive financial planning and discretionary portfolio management. The firm employs a combination of fundamental, technical, tactical, and behavioral analysis to build diversified portfolios and utilizes direct indexing, sub-advisors, and model trading platforms.
Kathleen R
CFP®, Series 63, Series 65
New York, NY
Drucker Wealth
Kathleen Ritchie is a CFP® with 25 years of experience in the financial industry, currently advising at Drucker Wealth. She previously worked at Hornor Townsend & Kent Inc for 16 years before joining Drucker Wealth and Purshe Kaplan Sterling Investments. Kathleen serves as a board member and treasurer for a cooperative owners association in New York. Drucker Wealth primarily serves pre-retirement and high-net-worth individuals, including mid-career professionals in technology and medical fields, as well as small-business owners. The firm offers comprehensive financial planning and discretionary portfolio management, employing a mix of fundamental, technical, tactical, and behavioral analysis to construct diversified portfolios.
Gideon D
CFP®, Series 66
New York, NY
Drucker Wealth
Gideon Drucker is a CFP® professional with 12 years of industry experience, currently serving at Drucker Wealth. His prior roles include positions at Purshe Kaplan Sterling Investments, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent Inc. He is also the author of the financial book *How To Avoid Henry Syndrome*. Drucker Wealth primarily serves pre-retirement and high-net-worth individuals, including mid-career professionals in technology and medical fields as well as small-business owners. The firm offers comprehensive financial planning and discretionary portfolio management, employing a combination of fundamental, technical, tactical, and behavioral analysis in its investment approach.
Lance D
ChFC®, Series 63
Mahwah, NJ
Drucker Wealth
Lance Drucker is a ChFC® credentialed financial advisor with 41 years of industry experience. He is currently Chairman at Drucker Wealth and has worked previously at Hornor, Townsend & Kent, Inc. for 39 years. Drucker oversees his team and leads strategic planning at his firm. Drucker Wealth serves primarily pre-retirement and high-net-worth individuals, including mid-career professionals in technology and medical fields and small-business owners. The firm offers comprehensive financial planning and portfolio management, employing a combination of fundamental, technical, tactical, and behavioral analysis to build diversified portfolios.
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