Laurels

Best Financial Advisors in Brick
2022

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Brick Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 31 24 14

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Blue Sky Business Advisors

  • Tax Planning

Blue Sky Business Advisors is an agency that provides financial analysis and management services to individuals and businesses in the Brick metro. The advisors from this company guide clients in analyzing business profitability; help find ways to reduce expenses; support ad hoc decisions; and advise about debt or equity financing. The agency also provides internal monthly reports and year-end financial statements. Blue Sky Business Advisors has more than 20 years of experience in working with financial lending institutions, banks, and investors.

501 Maryland Ave.
Point Pleasant Beach, NJ 08742

Website

Investment Advisors Wealth Management, LLC

  • Certified Financial Planner (CFP)

Investment Advisors Wealth Management, LLC serves clients in Brick. Individuals can obtain the firm's help with organizing their finances to meet current and future needs. This includes preparing plans for cash flow management, along with securing insurance to protect beneficiaries. The firm's advisors also help set up investment portfolios that fit a client's risk tolerance and plan for retirement with a stable income. Wealth advisor James Rice is a Certified Financial Planner who has been advising clients for more than three decades.

500 Main Street Suite 107
Belmar, NJ 07719

Website

Keith A. Onto, CFP MBA

  • Certified Financial Planner (CFP)
  • Tax Planning

Keith A. Onto, CFP MBA, is a certified wealth management professional who offers services to Brick customers. He educates clients on investing their savings and preparing for retirement, taking their personal objectives and risk tolerance into account. This counsel includes information on the legal methods for minimizing tax liabilities. Keith A. Onto primarily focuses on instructing clients on preserving estates using means such as life insurance policies. He serves individuals and businesses.

1967 Highway 34 Suite 201
Wall, NJ 07719

Website

Scott J. Greenberg Private Wealth Management

  • Certified Financial Planner (CFP)

Scott J. Greenberg Private Wealth Management assists clients in the Brick area. Individuals and families can get the firm's help with organizing their finances for daily costs and future expenses like college funds. Its team also offers advice on insurance policies, along with setting up investment portfolios that are designed to fit clients' financial goals and risk tolerance. In addition, the company helps with retirement and estate planning. Founder Scott Greenberg is a Certified Financial Planner and Chartered Financial Consultant.

501 Trenton Avenue
Point Pleasant Beach, NJ 08742

Website

The Private Client Advisory Group

  • Certified Financial Planner (CFP)

The Private Client Advisory Group offers financial planning services for clients in Brick. Its services include planning for retirement, independence, investment, and business, as well as managing risk and cash. It also offers ancillary planning for charity giving, education, and divorce while reviewing the legal documents associated with these plans. CEO Mark A. Faccone holds the CFP, Certified Divorce Financial Analyst, and Certified Fund Specialist designations, in addition to Series 7, 63, and 65 licenses. 

2517 Highway 35, Suite L100
Manasquan, NJ 08736

Website