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Top Rated Financial Advisors in Mendham, New-jersey

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Mendham, New-jersey is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Mendham, New-jersey with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Mendham, New-jersey near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

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Ryan Woodring

Heritage Investment Partners, LLP / LPL Financial Advisor
CFP®
Ryan Woodring, a financial fiduciary, provides financial services to clients in the Chatham, New Jersey area. Ryan holds a CFP® certification. Ryan has over 20 years of experience.

Additional Information:

Years of Experience:
20 Years

    Fee Structure

  • Fee-Based

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • Wealth Management
  • Money Management
  • Education Funding and Planning
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Condor Capital Wealth Management

CFP®, CIMA®, EA, CFA®, CDFA®
Condor Capital Wealth Management, a financial fiduciary firm, has been a Paladin Registry member since 2022 and provides financial services to clients in the Martinsville, New Jersey area.

Additional Information:

    Fee Structure

  • Fee-Only
  • Based on Assets

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    Charles Schwab, TDAmeritrade, Fidelity

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Joseph Franciscone

Apollo Financial Advisors
Joseph Franciscone, a financial fiduciary, provides financial services to clients in the Short Hills, New Jersey area. Joseph has over 25 years of experience.

Additional Information:

Years of Experience:
25 Years

    Fee Structure

  • Fee-Only
  • Flat Fee
  • Based on Assets

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Risk Management

    Name(s) of Custodian(s):
    LPL Financial

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Frank Lepore

Bleakley Financial Group
Frank Lepore, a financial fiduciary, provides financial services to clients in the Fairfield, New Jersey area. Frank has over 21 years of experience.

Additional Information:

Years of Experience:
21 Years

    Fee Structure

  • Fee-Based
  • Flat Fee

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • Wealth Management
  • Risk Management
  • Education Funding and Planning

    Name(s) of Custodian(s):
    LPL Financial, Charles Schwab, Pershing, and Fidelity

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Michael Klein

Bleakley Financial Group
CFP®
Michael Klein, a financial fiduciary, provides financial services to clients in the Fairfield, New Jersey area. Michael holds a CFP® certification. Michael has over 12 years of experience.

Additional Information:

Years of Experience:
12 Years

    Fee Structure

  • Fee-Based
  • Flat Fee
  • Based on Assets

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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Scott Schwartz

Bleakley Financial
CFP®
Scott Schwartz, a financial fiduciary, provides financial services to clients in the Fairfield, New Jersey area. Scott holds a CFP® certification. Scott has over 40 years of experience.

Additional Information:

Years of Experience:
40 Years

    Fee Structure

  • Fee-Based
  • Based on Assets

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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HIGHLAND Financial Advisors, LLC

RLP ®, CFP®, AIF®
HIGHLAND Financial Advisors, LLC, a financial fiduciary firm, has been a Paladin Registry member since 2023 and provides financial services to clients in the Wayne, New Jersey area.

Additional Information:

Years of Experience:
27 Years

    Fee Structure

  • Fee-Only
  • Based on Assets

    Asset Requirement: $1,000,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    Charles Schwab

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Daniel R. Martin

D.R. Martin and Associates
CFP®, AIF®
Daniel R. Martin, a financial fiduciary, provides financial services to clients in the Ridgewood, New Jersey area. Daniel holds a CFP®, AIF® certification. Daniel has over 20 years of experience.

Additional Information:

Years of Experience:
20 Years

    Fee Structure

  • Fee-Based

    Asset Requirement: $250,000

    Financial Services Provided:

  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Financial Planning for Individuals
  • Estate Planning & Trusts
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Christopher Badaracco

Rose Wealth Advisors
CFP®, EA
Christopher Badaracco, a financial fiduciary, provides financial services to clients in the Ramsey, New Jersey area. Christopher holds a CFP®, EA certification. Christopher has over 10 years of experience.

Additional Information:

Years of Experience:
10 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Flat Fee
  • Based on Assets

    Asset Requirement: $500,000

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Farther Finance, LLC

Farther, LLC, a financial fiduciary firm, has been a Paladin Registry member since 2023 and provides financial services to clients in the New York, New York area.

Additional Information:

    Fee Structure

  • Fee-Only
  • Flat Fee
  • Based on Assets

    Asset Requirement: $0

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Wealth Management
  • Estate Planning & Trusts
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Altfest Personal Wealth Management

CPA, CFP®, CFA®, ChFC®
Altfest Personal Wealth Management, a financial fiduciary firm, has been a Paladin Registry member since 2022 and provides financial services to clients in the New York, New York area.

Additional Information:

    Fee Structure

  • Fee-Only
  • Based on Assets

    Asset Requirement: $1,000,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    Charles Schwab & TD Ameritrade

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Daniel Chen

DC Strategies, Integrated Wealth Mgt.
None
Daniel Chen, a financial fiduciary, provides financial services to clients in the Eatontown, New Jersey area. Daniel holds a None certification. Daniel has over 28 years of experience.

Additional Information:

Years of Experience:
28 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Flat Fee
  • Based on Assets

    Asset Requirement: $0

    Financial Services Provided:

  • Portfolio Management
  • Wealth Management
  • Money Management
  • Financial Advice & Consulting
  • Financial Planning for Individuals
  • Tax Advice and Services

    Name(s) of Custodian(s):
    Fidelity, Assetmark Trust, TD Ameritrade

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Vanguard Personal Advisor

Vanguard Personal Advisor, a financial fiduciary firm, has been a Paladin Registry member since 2020 and provides financial services to clients in the Malvern, Pennsylvania area.

Additional Information:

    Fee Structure

  • Fee-Based

    Financial Services Provided:

  • Retirement Planning
  • Education Funding and Planning
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