Which Financial Advisor Should You Choose in Stanhope, NJ?

Review local financial advisors in Stanhope, NJ and check what each professional offers. Read client feedback, compare professional information and shortlist advisors who cover the investment, retirement or broader financial planning needs you have.
Sax Wealth Advisors provides fee-only financial planning, investment management, and estate planning services. As fiduciaries, we prioritize client needs through customized strategies aligned with long-term goals. Our research-driven approach and collaboration with SAX's tax experts deliver comprehensive wealth solutions.
Financial Planning Estate Planning Investment Management
Award-winning service Client-centric approach Proven expertise
Novin Cannon Financial Group provides personalized financial planning and wealth management services for high net worth individuals and business owners. We specialize in tax-efficient strategies, estate planning, and business succession solutions. Our holistic approach ensures clients achieve long-term financial clarity and security.
Financial Planning Wealth Management Investment Advisory
OnePoint BFG Wealth Partners
Fairfield, NJ 07004 (21.1 mi mi)
41 Years
1 review
OnePoint BFG Wealth Partners is a nationally recognized wealth management firm offering personalized financial planning and investment advisory services. With over 40 years of industry experience and $12 billion in advisory assets, we specialize in creating tailored strategies for high-net-worth individuals, families, and business owners. Our fiduciary approach focuses on long-term wealth preservation, tax-efficient solutions, and multigenerational planning through a collaborative team of certified financial professionals.
Wealth Management Financial Planning Estate Planning
Personalized approach Expert financial guidance Lifelong relationships
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Financial Principles
Fairfield, NJ 07004 (21.1 mi mi)
Not rated yet
Financial Principles offers personalized wealth management and investment advisory services designed to help clients achieve financial independence. Our client-centric approach focuses on comprehensive financial planning, tax-efficient strategies, and fiduciary-driven advice tailored to individual goals. We combine local expertise with national resources to deliver holistic solutions for high-net-worth individuals and families.
Wealth Management Investment Planning Retirement Planning
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Personal CFO Solutions
Chester, NJ 07930 (8.2 mi mi)
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Personal CFO Solutions provides expert financial advisory services specializing in comprehensive planning, investment management, and retirement strategies. Our team of certified professionals delivers personalized solutions for individuals and corporations, focusing on risk mitigation and goal-oriented financial growth. With decades of collective experience, we combine industry-leading expertise with a client-first approach to build lasting financial security.
Comprehensive Financial Planning Investment Management Retirement Planning
EisnerAmper Wealth Management offers holistic wealth management services for successful individuals and business owners. Our expertise includes financial planning, investment management, estate guidance, and tax-efficient strategies. We help clients build sustainable wealth, navigate complex financial decisions, and create enduring legacies through personalized solutions.
Financial Planning Investment Management Estate Planning
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Blackhill Capital
Morristown, NJ 07960 (14.0 mi mi)
38 Years
Not rated yet
Blackhill Capital provides personalized investment management services focused on long-term capital appreciation and wealth preservation for high net worth individuals and families. Our value-based strategy identifies undervalued global companies while maintaining low portfolio turnover and tax efficiency. We deliver tailored investment solutions through daily portfolio monitoring and quarterly client communications.
Investment Management Portfolio Review Wealth Preservation
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Beacon Hill Private Wealth
Summit, NJ (22.2 mi mi)
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Beacon Hill Private Wealth provides personalized wealth management solutions for high-net-worth individuals. Our evidence-driven approach combines tax-efficient investment strategies, comprehensive financial planning, and fiduciary responsibility to help clients preserve and grow wealth across generations. We specialize in addressing complex financial needs through customized solutions.
Wealth Management Financial Planning Investment Management
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Seabridge Investments
Summit, NJ 07901 (22.2 mi mi)
29 Years
Not rated yet
Seabridge Investments provides comprehensive investment and advisory services for individuals and institutions. Founded in 1997, we combine boutique client service with institutional expertise, offering tailored wealth management, portfolio management, and legacy planning solutions. Our 100% employee-owned structure ensures alignment with client interests through fee-only advisory services.
Investment Management Wealth Management Legacy Advisory Services
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Eagle Rock Capital Partners
Morristown, NJ 07960 (14.0 mi mi)
16 Years
Not rated yet
Eagle Rock Capital Partners provides high net worth individuals, institutions, and corporations with access to institutional-grade investment banking products, private equity, and wealth management solutions. Our hybrid financial services model combines fee-based advisory with traditional brokerage to offer customized strategies, including IPOs, private placements, and alternative investments. Headquartered in New Jersey, we specialize in connecting clients with exclusive opportunities typically reserved for institutional investors.
Corporate Advisory Investment Banking Private Equity
Morristown (14.0 mi) Fairfield (21.1 mi) Summit (22.2 mi) Chester (8.2 mi) Mendham (10.4 mi) Parsippany-Troy Hills (15.4 mi) Montville (17.0 mi) Washington (17.3 mi) Florham Park (18.5 mi) East Hanover (18.9 mi)