A complete list of active advisors currently associated with Sacks & Associates, LLC
Warmer can help you find a great advisor at Sacks & Associates, LLC or one who fits your needs even better.
Sacks & Associates, LLC provides discretionary and non‑discretionary investment management and financial and retirement planning to individual clients (including high‑net‑worth individuals) and business entities. The firm offers ongoing portfolio management across equities, ETFs, mutual funds and fixed‑income instruments and tailors advisory services to clients’ stated objectives and restrictions. The firm’s process centers on developing a written retirement plan through personal meetings to assess financial situation and risk tolerance, implementing that plan via primarily long‑term purchases, and monitoring allocations with periodic account reviews. Investment decisions draw on fundamental, technical and charting analysis, and most client relationships are billed on a percentage‑of‑assets basis with fees invoiced quarterly. The brochure highlights several features that are less common among peers: the firm sponsors its own wrap‑fee program (described in Appendix 1), and certain personnel are licensed insurance producers/agents who may recommend insurance or annuity products and receive sales compensation (a disclosed conflict of interest). The firm also discloses other financial industry registrations and affiliations (Item 10) and that it may consider custodial research and services when selecting brokers.
To learn more about the advisors currently working at Sacks & Associates, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Warren, NJ
| 26
| |
Warren, NJ
| 44
| |
Warren, NJ
| 24
|
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.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")