Expertise.com

Best Financial Advisors in Cherry Hill

Laurels
2023
Laurels

We did the research for you!

Learn more
  • checkboxLicensing
  • checkboxUser Reviews
  • checkboxMystery Shopping Calls

Financial Advisors FAQs

Learn more
FREE

Expertise.com Concierge

Let us do the work for you!

Share your needs with our Concierge team, and they'll book you with our best available top-ranked service providers!

Alloy Silverstein logo
Visit WebsiteWebsite

License Verified:

License: 6122937

Investment Adviser Public Disclosure Database, SEC

Alloy Silverstein

Visit WebsiteWebsite
900 N. Kings Highway, Cherry Hill, NJ 08034
  • Certified Financial Planner (CFP)

Business Description

Alloy Silverstein offers financial advisory services for individuals in and around the Cherry Hill area. Its team develops financial and investment plans for clients, taking into account their financial status, as well as short and long-term objectives. The professionals also conduct risk management evaluations. Additionally, Alloy Silverstein counsels clients on matters concerning business plans, disaster recovery strategies, and contracts. It serves a diverse clientele comprising high-net-worth individuals, business owners, entrepreneurs, family companies, and nonprofit organizations.

License Verified:

License: 6122937

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.7
Google
4.6 / 5 (19)
Facebook
5.0 / 5 (17)
Yelp
4.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
––
Detail
––
Apex Tax Advisors, LLC logo
Visit WebsiteWebsite

License Verified:

License: 2445888

Investment Adviser Public Disclosure Database, SEC

Apex Tax Advisors, LLC

Visit WebsiteWebsite
505 South Lenola Rd. Suite 110, Moorestown, NJ 08057
  • Certified Financial Planner (CFP)

Business Description

Apex Tax Advisors, LLC, is a wealth management company serving clients in the Cherry Hill area. It assists clients looking to fund their futures through individual, estate, and retirement planning. It provides guidance for IRAs, stocks, mutual funds, and 401Ks. Apex Tax Advisors also offers reviews for portfolios and beneficiaries, as well as planning for lifestyle maintenance. Founding partners William Madara and John Miller are Certified Financial Planners and are members of the Financial Planning Association and the National Association of Tax Professionals.

License Verified:

License: 2445888

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.5
Google
4.7 / 5 (20)
Facebook
4.3 / 5 (12)
Yelp
4.5 / 5 (8)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Cardinal Wealth Group logo
Visit WebsiteWebsite

License Verified:

License: 155216

Investment Adviser Public Disclosure Database, SEC

Cardinal Wealth Group

Visit WebsiteWebsite
900 Kings Highway North Suite 201, Cherry Hill, NJ 08034
  • Certified Financial Planner (CFP)

Business Description

Cardinal Wealth Group helps Cherry Hill residents plan for their retirement. The firm works with Riskalyze, LPL Financial, and Private Advisor Group to deliver various services for its clients. It includes estate, tax, and insurance planning, as well as financial roadmaps that represent their aims and aspirations. In addition, it assists clients in developing investment portfolios that support their financial plans. Cardinal Wealth Group has been featured in Advisors Magazine and Forbes. Anthony Aulffo, the firm’s founder, is a CFP.

License Verified:

License: 155216

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (3)
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Family Wealth Management logo
Visit WebsiteWebsite

License Verified:

License: 835036

Investment Adviser Public Disclosure Database, SEC

Family Wealth Management

Visit WebsiteWebsite
9000 Lincoln Drive East, Suite 300, Marlton, NJ 08053
  • Certified Financial Planner (CFP)

Business Description

Family Wealth Management addresses the concerns of clients in communities throughout Cherry Hill. Through consultative communication, it assists families, including pre-retirees and retired couples, in coordinating investment options and decisions, managing portfolios, organizing financial documents, and understanding related strategies. Its investment philosophy is primarily aimed toward the identification and attainment of a client's lifetime goals, as well as risk minimization and asset preservation. The firm and its expertise have been presented on media platforms like Forbes, InvestmentNews, USA Today, and Courier-Post.

License Verified:

License: 835036

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (11)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Gara Wealth Management, LLC logo
Visit WebsiteWebsite

License Verified:

License: 2390063

Investment Adviser Public Disclosure Database, SEC

Gara Wealth Management, LLC

Visit WebsiteWebsite
223 South White Horse Pike, Audubon, NJ 08106
  • Retirement Planning

Business Description

Gara Wealth Management, LLC, serves individuals and families in Cherry Hill and nearby areas. It offers various financial planning services that cover retirement, taxes, college, money purchasing, profit sharing, and estate plans. It assists with investments such as bonds, IRAs, brokerage accounts, government securities, and annuities. The company also provides insurance options for life, disability income, and long-term care. Gara Wealth Management was founded by Joseph Garagozzo, who has over 25 years of experience and deeply rooted family history in financial services.

License Verified:

License: 2390063

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
GDI Private Wealth Advisors logo
Visit WebsiteWebsite

License Verified:

License: 2305346

Investment Adviser Public Disclosure Database, SEC

GDI Private Wealth Advisors

Visit WebsiteWebsite
1814 East Route 70, Suite 350, Cherry Hill, NJ 08003
  • Certified Financial Planner (CFP)

Business Description

GDI Private Wealth Advisors serves individuals and families in the Cherry Hill community. It conducts a financial planning process that includes goal calibration, target outlining, portfolio alignment and monitoring, and principled management. It assists businesses in creating strategies for taxes, buy-sell agreements, and succession planning. The company also provides estate and legacy planning solutions, as well as insurance policies. Its managing partner, Frank Galzarano, is a Certified Financial Planner, a Chartered Financial Consultant, and an Accredited Investment Fiduciary.

License Verified:

License: 2305346

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (4)
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Hill, Barth & King logo

License Verified:

License: 112139

Investment Adviser Public Disclosure Database, SEC

Hill, Barth & King

220 Lake Dr E Suite 205, Cherry Hill, NJ 08002
  • Certified Financial Planner (CFP)

Business Description

Hill, Barth & King serves individuals, small businesses, and corporations in Cherry Hill. The firm offers business consulting and financial services, including tax planning, personal and corporate retirement planning, valuation analysis, accounting, and investment management. Its multidisciplinary approach aims to deliver comprehensive wealth protection and continuous growth by safeguarding each facet of the client's finances. The firm has been operating since 1949 and comprises certified public accountants, Enrolled Agents, and Certified Valuation Analysts. It also has offices in Florida, Ohio, Pennsylvania, and New York.

License Verified:

License: 112139

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
JML Financial Group logo

License Verified:

License: 1192603

Investment Adviser Public Disclosure Database, SEC

JML Financial Group

1864 NJ-70, Cherry Hill, NJ 08003
  • Retirement Planning

Business Description

JML Financial Group serves individuals, retirees, and businesses in the Cherry Hill metro. Its team educates and coaches clients on how to make informed financial decisions that help them secure their financial goals. Since 1982, it has been providing retirement income, cash flow, and estate planning services tailored to the clients' needs. It also offers business insurance and investment management strategies. Founder Joe Yocavitch has more than 33 years of industry experience. He has received the LUTCF and CLTC designations.

License Verified:

License: 1192603

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Lane Hipple Wealth Managment Group logo

License Verified:

License: 165321

Investment Adviser Public Disclosure Database, SEC

Lane Hipple Wealth Managment Group

155 E. 3rd Street, Moorestown, NJ 08057
  • Retirement Planning

Business Description

Lane Hipple Wealth Management Group is a financial advisory firm that caters to families and businesses in Cherry Hill. It advises clients on matters involving insurance, retirement, investment, tax, and estate planning. It strives to help people make informed decisions by educating them about student loans, college funding, and IRA distribution planning. Andrew Hipple, a partner at the firm, is a Certified Financial Planner. He is a member of the Financial Planning Association and the Society of Financial Service Professionals.

License Verified:

License: 165321

Investment Adviser Public Disclosure Database, SEC

Lighthouse Planning Consultants logo
Visit WebsiteWebsite

License Verified:

License: 2422482

Investment Adviser Public Disclosure Database, SEC

Lighthouse Planning Consultants

Visit WebsiteWebsite
900 Haddon Ave Suite 432, Collingswood, NJ 08108
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

Lighthouse Planning Consultants provides financial planning and advisory services to clients in Cherry Hill and the surrounding communities. Its advisors create roadmaps that address each individual's specific goals and needs. They aid in the organization of financial resources for retirement, investment portfolios, college funding, and risk management. They also help with the development of business and tax strategies, as well as charitable giving plans. Co-founder Marc Neumann, a ChFC, has been working as a financial advisor since 1993.

License Verified:

License: 2422482

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Main Street Financial Life Advisors, LLC logo
Visit WebsiteWebsite

License Verified:

License: 118544

Investment Adviser Public Disclosure Database, SEC

Main Street Financial Life Advisors, LLC

Visit WebsiteWebsite
212 W. Route 38 Suite 600, Moorestown, NJ 08057
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Business Description

Main Street Financial Life Advisors, LLC helps individuals in Cherry Hill create legacies for their next generation by offering wealth management solutions. Its advisors assist clients in planning their finances, investments, taxes, estates, and retirement. The process includes consulting with clients, identifying their life and financial goals, gathering data, and monitoring their plans. Its managing director, Joseph Roman, is a CPA and financial advisor with 35 years of experience. He was certified by the American Institute of Certified Public Accountants as a personal financial specialist.

License Verified:

License: 118544

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)
Facebook
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Pine Valley Investments logo
Visit WebsiteWebsite

License Verified:

License: 173995

Investment Adviser Public Disclosure Database, SEC

Pine Valley Investments

Visit WebsiteWebsite
10 E Stow Rd, Suite 200, Marlton, NJ 08053
  • Estate Planning
  • Certified Financial Planner (CFP)

Business Description

Pine Valley Investments caters to customers in the Cherry Hill metro and the surrounding areas. It helps clients achieve their financial goals by offering advisory solutions. These include investment banking and management, qualified retirement planning, and trust administration and estate planning. Its investment management services follow a process that involves client engagement and due diligence, design, confirmation, and strategy implementation. Pine Valley Investments has been in business since 2014. Kate Fay, the financial planning director, holds the CFP designation.

License Verified:

License: 173995

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.6
Facebook
5.0 / 5 (7)
Google
5.0 / 5 (2)
Yelp
1.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Retirement Refined LLC logo

License Verified:

License: 1294440

Investment Adviser Public Disclosure Database, SEC

Retirement Refined LLC

112 Haddontowne Court Suite 102, Cherry Hill, NJ 08034
  • Certified Financial Planner (CFP)

Business Description

Retirement Refined, LLC, offers financial advice to clients in the Cherry Hill area. Its team helps people meet current and future needs by planning out how to use their money. This includes assistance with setting up retirement income that is stable and sustainable. The company also helps create investment portfolios that suit a client's goals and risk tolerance. Co-founder Paul Levin is a Certified Financial Planner and Chartered Financial Consultant with more than 30 years of industry experience.

License Verified:

License: 1294440

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
S&A Financial Strategies and Services, LLC logo
Visit WebsiteWebsite

License Verified:

License: 140188

Investment Adviser Public Disclosure Database, SEC

S&A Financial Strategies and Services, LLC

Visit WebsiteWebsite
1101 North Kings Highway, Suite 204, Cherry Hill, NJ 08034
  • Estate Planning
  • Certified Financial Planner (CFP)

Business Description

S&A Financial Strategies and Services, LLC, is an advisory firm that caters to the residents of Cherry Hill and the surrounding areas. Steven Tambone, with his CFP, ChFC, and CLU designations, provides clients with comprehensive analysis, strategies, and recommendations to meet their life and financial goals. His office also offers an investment management program, which covers ongoing monitoring of investments and cross-checking with life goals to keep clients on track. Tambone is a member of the NAPFA.

License Verified:

License: 140188

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)
Wescott Financial Advisory Group LLC logo
Visit WebsiteWebsite

License Verified:

License: 105989

Investment Adviser Public Disclosure Database, SEC

Wescott Financial Advisory Group LLC

Visit WebsiteWebsite
30 South 17th Street, Philadelphia, PA 19103
  • Certified Financial Planner (CFP)

Business Description

Wescott Financial Advisory Group LLC has been serving Cherry Hill since 1987. It helps individuals, families, and organizations reach their goals through a holistic approach that considers their financial assets and mindsets. Using PerfectScore technology, the company tracks financial plans and handles investment management; philanthropic strategy; and tax, retirement, and business planning. The team at Wescott includes CFP and CFA designation holders, CPAs, lawyers, and an in-house psychologist. The firm was included in America's Top 1,200 Financial Advisors list by Barron's in 2022.

License Verified:

License: 105989

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • 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.

  • 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 much money do I need to work with a financial advisor?

    There’s no specific income level you need in order to work with a financial advisor, but there may be a minimum investment amount for certain types of services. Some financial advisors won’t manage your money unless you have $100,000 or more to invest, but this isn’t the case with financial coaches or robo-advisors.

  • What does a financial advisor do?

    Financial advisors can have many types of specialties. Generally, a financial advisor advises on or helps to execute a financial plan. Some examples include assisting people with getting out of debt, building out an investment portfolio, and handling taxes.

  • What does a financial coach do?

    Financial coaches focus on improving your financial literacy and money management skills. For example, they can help you figure out how to pay down your student loans or decide how much money to put away for retirement. They usually charge by the hour and don’t offer asset management services or investment advice.

  • When should I use a financial advisor vs. doing it myself?

    Smart money management can give you freedom and comfort. Being responsible with your money makes it possible to meet goals and pay for major expenses. A financial advisor is trained and can offer you expertise that would otherwise take years to learn. They know how to save you money and make it go further.

  • How do I know if my financial advisor is trustworthy?

    Because financial advisors aren’t licensed or regulated, it’s up to the client to make that determination for themselves. However, if your advisor is a fiduciary, that means they’re legally bound to act in your best interest. Some types of advisors, including Certified Financial Professionals (CFPs), are held to fiduciary standards.