Best Financial Advisors in Newark

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Hudson Oak is a financial and investment advisory firm serving clients in Newark. The firm was established in 2018 by Brian Sheahen, a certified public accountant and financial planner who carries a decade of experience in the industry. Sheahen provides financial planning services to a select group of individuals, in particular high-earners and wealthy households. These services include retirement and cash flow planning, wealth transfer, equity compensation, and debt management planning. Hudson Oak has also partnered with Planning Network, Ameritrade, and NAPFA.

INDFIN LLC is a consulting and advisory firm that services the Newark metro and its surrounding areas. The independent company designs a comprehensive plan according to clients' financial worries, objectives, and goals. Its team takes into consideration customers' current insurances, investments, contingency funds, tax considerations, debt management, and estate planning issues for its frameworks. Additionally, the business provides long-term assistance through its ongoing services. INDFIN LLC has been serving individuals and families for more than 25 years.

Locker Financial Services LLC has been advising clients in Newark on financial matters since 1992. The firm's financial planning solution covers the review and analysis of an individual's financial goals, net worth, spending habits, tax issues, and insurance coverages. The team also evaluates and plans long-term objectives for clients, which include growing retirement income and arranging estates. Moreover, the company provides asset management and investment advisory. Its founder, Lauren Locker, is a Certified Financial Planner and a NAPFA-registered advisor.

Founded in 2003, LodeStar Advisory Group, LLC, is an independent wealth management firm that has been serving individuals, business owners, and families in Newark and the surrounding areas. It empowers clients with downside protection strategies, investment management, tax minimization strategies, and second opinion service. Its team of financial advisors guides and assists clients throughout the entire financial planning process. LodeStar Advisory Group extends its services to clients in Arizona and Florida.

Mariner Wealth Advisors is a firm that caters to personal and commercial clients in Newark. It advises personal clients on wealth planning, investment management, tax planning, estate planning, and trusts. The firm's team also presents insurance solutions. Its CEO, Marty Bicknell, was recognized as part of the Power 100 List from 2014 to 2019 by the Kansas City Business Journal. Mariner Wealth Advisors has been assisting clients with their financial decisions for over 15 years.

OFC Wealth Management offers personalized financial planning solutions to clients in Newark and the surrounding areas. The firm was established in 2005 with a primary goal of helping families and individuals grow, manage, and protect their wealth. Some of the firm's services include estate planning, retirement planning, asset allocation, education planning, and investment management. OFC Wealth Management has three Certified Financial Planners and a Certified Public Accountant among its staff. It is also affiliated with the National Association of Personal Financial Advisors.