Expertise.com

2024

Last updated:

Best Financial Advisors in Camden

Our Recommended Top 13

We did the research for you!

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

29Reviewed

22Curated

13Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

67 Forest St, Suite 271, Camden, NJ 01752
WebsiteLicense: 5813774

Expertise.com Rating

Review Sources

Google
5.0 (5)

Why choose this provider?

Financial planning can be challenging; Cedar Hill Financial Group simplifies things. Their first priority is always acting in their client's best interest. That means providing personalized, comprehensive financial advice, along with data driven portfolios. Whether it is planning for retirement, saving for college, or getting a comprehensive financial plan in place, they can help. With over a decade of industry experience, they are committed to helping clients pursue their financial goals. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

  • Estate Planning
  • Investment Management
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Camden, NJ
Free Consultation

Expertise.com Rating

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

  • Estate Planning
  • Investment Management
  • Retirement Planning
  • Financial Planning

111 South Independence Mall East, Suite 500, Philadelphia, PA 19106

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Why choose this provider?

WealthKeel LLC assists Gen X and Gen Y physicians and their families in Camden in organizing their finances. It offers comprehensive investment management and financial planning to maximize clients' wealth. Its advisors assess individuals' present financial issues and devise solutions for achieving retirement and financial independence goals. In addition, they advise about tax-efficient means of investing money and saving money for children's college education. Founder Chad Chubb holds Certified Financial Planner and Certified Student Loan Professional certifications.

  • Certified Financial Planner (CFP)
  • Estate and Trust Specialist
  • Retirement Planning

57 South Maple Avenue, Marlton, NJ 08053

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

M Financial Planning Services serves executives, business owners, and families in the Camden metro. The wealth management firm helps clients meet short-term financial necessities while preparing for future priorities through well‐rounded financial planning. Its financial advisors provide risk management, and investment, tax, retirement, and estate planning services. The firm is also licensed to offer insurance products to complement its financial services. Its principal, Ted Massaro, is a Chartered Life Underwriter and a Chartered Financial Consultant.

  • Certified Financial Planner (CFP)
  • Retirement Planning

307 Fellowship Road Suite 210, Mt. Laurel, NJ 08054

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Review Sources

Google
4.5 (2)

Why choose this provider?

GSG Advisors provides wealth management services to individuals, families, and businesses in Camden and the surrounding areas. It offers advice on its clientele's financial, investment, tax, estate, and business concerns. Its team uses an integrated approach focused on providing solutions tailored to the clients' needs to implement strategies. By establishing long-term relationships, the firm also helps individuals ease the burden of worrying about their finances. Prior to co-founding the business, Joseph Scocca practiced as a tax and estate planning and CPA.

  • Certified Financial Planner (CFP)
  • Retirement Planning

103 Oakshade Road, Tabernacle, Nj 08088

Expertise.com Rating

Review Sources

Facebook
5.0 (13)

Why choose this provider?

Joshua Duvall, CFP. RTP serves a variety of customers, including high-income earning couples, small business owners, young professionals, and pre- and current retirees in the Camden metro. Since 2017, the firm has been offering a wide range of services, such as tax planning and preparation, financial planning, relevant monthly reports, and personalized investment management. Founder Joshua Duvall is a registered tax preparer and a Certified Financial Planner who has been working in the financial industry for more than a decade.

  • Certified Financial Planner (CFP)

9000 Lincoln Drive East, Suite 300, Marlton, NJ 08053

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Why choose this provider?

Family Wealth Management helps residents and business owners in and around Camden to achieve their financial goals. Its wealth management services include financial planning, estate planning, investment planning, insurance planning, and Social Security planning. Company CEO Martin V. Higgins won the Women's Choice Award for Financial Advisors and Firms. He also created The WealthCare Process, which is designed to help clients feel confident about their financial future through clear and easy-to-follow plans to keep track of their goals.

  • Certified Financial Planner (CFP)
  • Estate and Trust Specialist
  • Private Wealth Advisor

900 Haddon Ave Suite 432, Collingswood, NJ 08108

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

Lighthouse Planning Consultants provides personalized financial guidance to individuals and business owners throughout Camden and its neighboring areas. Holding Certified Financial Planner and Chartered Financial Consultant designations, its team of financial advisors helps clients navigate through the processes of retirement planning, investment planning, education funding, insurance planning, and estate protection. A financial advisor since 1993, co-founder Marc Neumann has been recognized as the "Best in Overall Client Satisfaction Wealth Manager" by the Philadelphia Magazine for three consecutive years.

  • Private Wealth Advisor
  • Retirement Planning
  • Insurance Products

212 W. Route 38 Suite 600, Moorestown, NJ 08057

Expertise.com Rating

Review Sources

Google
5.0 (1)
Facebook
5.0 (1)

Why choose this provider?

Main Street Financial Life Advisors, LLC is an agency that helps Camden clients reach their financial goals. The financial advisors from this company provide guidance in financial, retirement, tax, and estate planning. The firm also provides investment strategies along with in-house investment support to regularly monitor a client's portfolio. Main Street Financial Life Advisors was founded by Joe Roman in 1999. Roman is a certified public accountant with more than 35 years of industry experience.

  • Certified Financial Planner (CFP)

30 South 17th Street, Philadelphia, PA 19103

Expertise.com Rating

Review Sources

Facebook
5.0 (5)

Why choose this provider?

Wescott Financial Advisory Group LLC is an independent registered investment advisory and wealth management firm that serves clients in Camden. It helps individuals and families in managing their wealth and investments, preparing for education or retirement, and drafting of estate or trusts. It also guides entrepreneurs in tax, business valuation, and exit strategy planning. The team also offers advice on outside assets and stocks. The firm was founded in 1987 by Grant Rawdin who is an attorney, accountant, and Certified Financial Planner.

  • Certified Financial Planner (CFP)

1814 East Route 70, Suite 350, Cherry Hill, NJ 08003

Expertise.com Rating

Review Sources

Google
5.0 (4)

Why choose this provider?

GDI Private Wealth Advisors is a full-service financial firm serving Camden and the surrounding communities. It offers a wide range of financial planning services, including business strategy, tax and accounting, portfolio design and management, estate and legacy planning, and insurance strategies. Advice-only services are also available for certain aspects of an individual's financial life, such as comprehensive planning or investments through employers. The firm's founder, Frank Galzarano, is a Chartered Financial Consultant, a Certified Divorce Financial Analyst, and an Accredited Investment Fiduciary.

  • Certified Financial Planner (CFP)
  • Private Wealth Advisor
  • Retirement Planning

223 South White Horse Pike, Audubon, NJ 08106

Expertise.com Rating

Review Sources

Google
5.0 (3)

Why choose this provider?

Gara Wealth Management serves as financial advisor to individuals and families in Camden who are looking to simplify the complexities of the financial world. Its services include investments, financial planning, and insurance. Gara Wealth Management is owned and managed by Joseph Garagozzo, a Certified Public Accountant who can provide guidance related to different aspects of financial planning such as retirement, tax, college, profit sharing, and estate plans. The company started as a CPA firm more than 50 years ago.

  • Retirement Planning

153 Cuthbert Blvd., Floor 1, Haddon Township, NJ 08107

Expertise.com Rating

Review Sources

Google
5.0 (9)
Yelp
5.0 (1)

Why choose this provider?

Freedom Financial is a company that offers financial management services for individuals and businesses in Camden and the surrounding metros. The firm provides retirement plans like traditional, 401(k), 403(b), and simplified employee pensions. The business also assists clients with estate and trust planning, college savings, and accounting and tax preparation. John Pojawis, a certified public accountant working in this firm, is also a personal financial specialist. He previously handled accounting matters for the federal government.

  • Retirement Planning
  • Tax Preparation

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • How can investors in Camden benefit from the Grow NJ Assistance Program?

    Under the Grow NJ Assistance Program, investors in Camden can obtain tax credits for doing business with the city. Job-creating or job-retaining businesses can get tax credits that range from $500 to $5000 per job annually. They may also obtain bonus credits from $250 to $3,000 per job annually. Contact the NJ Economic Development Authority at (844) 965-1125 for more details on the program.

  • What are some mistakes small business owners in Camden make about their financial situation?

    Many small business owners in Camden are too busy running their businesses that sometimes they forget to create a financial roadmap. There are also entrepreneurs who do not have exit strategies in place, such as who will succeed them or whether they should sell the business when the time comes. Others do not separate their retirement savings from their finances, get adequate insurance coverage, and solicit the help of financial planners.

  • How do restricted stock units work for an investor in Camden?

    Restricted stock units are some kind of remuneration awarded to an employee for excellent work and loyalty to the company. They are not shares of stocks yet but rather stock opportunities provisionally offered by the company in Camden to the employee and will be given in phases sometime in the future for over two to five years. RSUs are considered supplemental income and may be taxed, ranging from 22% to 37%.

  • Can a brokerage account be advantageous for an investor in Camden?

    A brokerage account is beneficial to an investor in Camden who is thinking of growing their wealth over time and planning to trade securities by themselves. It enables investors to purchase and sell securities such as bonds, stocks, funds, and many more. With a brokerage account, individuals can have access to markets and investments, in addition to their retirement accounts and traditional savings.

  • Are there risks associated with moderate funds in Camden?

    As the name suggests, moderate funds are exposed to an average degree of share price fluctuations. This can be due to factors, such as the rise and fall of interest rates, income-oriented common stocks, and a combination of stocks and bonds. Moderate funds would be suitable for an investor in Camden planning to invest for more than five years, being able to stand price volatility, and looking to have modest growth and current income.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.