Marlton, NJ Office

Team
Updated today

Client AUM

$7,692,616,588

Clients

10,696

Advisors

3

Of 169 advisors across 86 offices

Location

9000 Lincoln Drive East, Suite 302

Marlton NJ 08053

Advisors at this office

3

Advisors at this office

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Anthony A

CFP®, Series 63, Series 65

Marlton, NJ

Wealthcare Advisory Partners LLC

Anthony Aulffo is a CFP® with 16 years of industry experience, currently serving as an advisor at Wealthcare Advisory Partners LLC. His prior experience includes roles at Private Advisor Group, LPL Financial, Taylor Capital Management, Retirement Wealth Advisors, Mass Mutual Investors Services, and MSI Financial Services. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach that combines patented Wealthcare software with behavioral economics, using a mix of quantitative metrics, fundamental and technical analysis, passive and active investments, and dynamic rebalancing.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Frank G

CFP®, ChFC®, Series 63, Series 65

Marlton, NJ

Wealthcare Advisory Partners LLC

Frank Galzarano is a CFP® and ChFC® with 24 years of experience in the financial industry. He is currently with Wealthcare Advisory Partners LLC, where he has worked since 2021. His prior experience includes roles at LPL Financial and Good Life Advisors, LLC. Outside of his advisory work, Galzarano is also a musician. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets with a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines goals-based financial planning supported by patented software with an evidence-based investment approach that integrates behavioral economics and proprietary quantitative measures.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Ronald S

Series 63

Marlton, NJ

Wealthcare Advisory Partners LLC

Ronald Sala is a financial advisor with Wealthcare Advisory Partners LLC, holding a Series 63 designation and bringing 30 years of industry experience. His prior roles include positions at Capital Analysts, Lincoln Investment, and Meeder Investment Management. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines a goals-based, client-centered planning process with an evidence-based investment approach, utilizing proprietary quantitative measures alongside fundamental and technical analysis to construct long-term portfolios.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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