Moorestown, NJ West Main Street Office

Quaker Wealth Management advises individuals and families, including high-net-worth clients, offering discretionary asset management, comprehensive financial planning, retirement plan consulting, and a Family CFO service reserved for households with at least $5 million of investable assets. The firm will also provide stand‑alone planning engagements and may recommend other professionals to implement advice.

The firm describes a collaborative, disciplined investment process that combines top‑down economic analysis with bottom‑up security selection, places primary emphasis on asset allocation, and typically implements portfolios with ETFs and mutual funds (with frequent use of Vanguard funds). Quaker manages client accounts on a discretionary basis using proprietary tools (Qmap), may employ options or short sales when appropriate, and uses a third‑party Pontera platform to review and rebalance held‑away retirement assets.

Quaker’s brochure emphasizes closer integration with tax and estate professionals than is typical for many team firms: it states the firm is affiliated with accounting professionals and will cover tax professional fees up to $1,500 and initial estate attorney document fees up to $2,000. The Family CFO offering — which includes personalized indexing for tax efficiency, access to a structured note marketplace, options‑based strategies, and aggregation of outside accounts — along with the firm’s roughly $449 million in AUM across a five‑advisor team, are distinctive operational features noted in the brochure.