A complete list of active advisors currently associated with Wealthness LLC

Warmer can help you find a great advisor at Wealthness LLC or one who fits your needs even better.

Wealthness serves business‑owning families as well as individuals, trusts, nonprofit organizations, and business entities, offering integrated wealth management, comprehensive financial planning, asset management, held‑away investment consulting, and retirement plan consulting. The firm provides a structured strategic engagement called the Freedom Blueprint and ongoing Chief Wealth Officer advisory services intended to align business and personal wealth with clients’ life and succession goals. The firm’s process integrates business and personal financial planning into a single roadmap and, when engaged, continues with ongoing strategic oversight that coordinates with clients’ attorneys, accountants, and other advisors. Investment services include discretionary and non‑discretionary portfolio management, advice on held‑away accounts (including use of third‑party connectivity tools when requested), and a multi‑step comprehensive planning process with periodic reviews. Notably, Wealthness offers retirement plan consulting in a 3(21) ERISA capacity and conducts participant education and group enrollment workshops for plan sponsors, offerings that are less common among independent peers. The firm also emphasizes cross‑disciplinary coordination of business wealth issues (enterprise value, executive compensation, succession) and uses administrative technology — including general‑purpose AI writing tools for non‑investment tasks — to support its operating workflow.

To learn more about the advisors currently working at Wealthness 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
Tibor Dani Jr.	Boonton, NJ	24

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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.

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