Riverdale, NJ Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
HIGHLAND Financial Advisors, LLC
Team
Firm-wide stats for HIGHLAND Financial Advisors, LLC
About
HIGHLAND Financial Advisors provides financial planning and investment advisory services to individuals and families, high‑net‑worth clients, and institutional clients including pension and profit‑sharing plans, trusts, and endowments. The firm offers wealth management, investment management, and ERISA 3(38) fiduciary services and manages roughly $640 million on a discretionary basis.
The firm’s investment process centers on developing an Investment Policy Statement and using strategic asset allocation consistent with Modern Portfolio Theory as the primary driver of portfolio outcomes. Security selection is guided by fundamental analysis, diversified exposure through no‑load mutual funds and ETFs, periodic rebalancing, and attention to tax‑aware asset location across client accounts.
HIGHLAND is notable among peers for its affiliation with an accounting practice through an advisor who is a licensed CPA and provides part‑time tax services, enabling closer coordination of tax and investment planning. The firm also runs seminars and a structured, non‑advisory educational program for newly independent women on financial issues related to divorce, taught by a Certified Divorce Financial Analyst.
Based on HIGHLAND Financial Advisors, LLC
Location
44 St Route 23 North, Suite 11
Riverdale NJ 07457
Advisors at this office
1
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”)