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Best Financial Advisors in Newark
2021

We scored 71 Financial Advisors in Newark, NJ and Picked the Top 8

Here are the Picks:

Bautis Financial

Hudson Oak Wealth Advisory

INDFIN LLC

Locker Financial Services, LLC

LodeStar Advisory Group, LLC

OFC Wealth Management

Rio Douro Capital Management

Wealth Health

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Newark 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 71 45 8

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

Bautis Financial

Bautis Financial utilizes a personal approach to wealth management and financial advice. The Montclair company uses a combination of human experience and sophisticated technology to identify the right paths for a client. Bautis Financial was founded in 2008 by wealth manager Marc Bautis. The company's main focus is on providing financial planning services to individuals, families, retirees, and small business owners. For families and individuals, plans center around growth and protection of wealth. Retirees have investment management and retirement income options. Small business owners receive long-term financial planning help like tax planning, risk management, and investment planning.

Click to Call

Montclair, NJ 07042

Website

(862) 205-5800 Website

Reputation: A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Hudson Oak Wealth Advisory

Hudson Oak Wealth Advisory is a group of wealth and tax advisors with CFP and CPA designations. The boutique firm has offices in New York City and Hoboken, New Jersey. The firm's main wealth advisory services include financial planning and investment management. Financial plans cover a wide range of areas like cash flow planning, retirement planning, estate planning, risk management, insurance planning, business planning, charitable giving strategies, debt management planning, college planning, and special needs planning. The firm's typical clients are business owners, startup companies, corporate executives, trusts, estates, real estate investors, urban professionals, and recipients of sudden wealth.

Click to Call

Hoboken, NJ 07030

Website

(646) 820-4858 Website

INDFIN LLC

INDFIN LLC is an independent financial planning firm that's served Livingston individuals and families since 1994. Clients can receive a comprehensive financial plan that covers their current financial position, a contingency fund, debt management, insurance options, investment strategies, tax considerations, and estate planning issues. They then have the option of having the firm manage their plan on an ongoing basis. Ongoing services include portfolio monitoring and management, assistance with plan implementation, collaboration with other professionals like accountants and attorneys, annual reviews and updates, and analyses of any other issues that arise.

Click to Call

Livingston, NJ 07039

Website

(973) 994-4314 Website

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Locker Financial Services, LLC

Locker Financial Services, LLC has been structuring client finances since 1992. The firm's New Jersey office is located in Little Falls, while the Massachusetts office is in Framingham. Clients have access to one of the two financial planning models. The first model involves one meeting to learn about their plan. The second model, reserved for more complex financial situations, involves multiple meetings to learn about the plan. The firm also offers investment advisory and asset management services on an ongoing basis. Finally, the LFS staff offers speaking engagements to teach organizations and communities about multiple financial topics.

Click to Call

Little Falls, NJ 07424

Website

(973) 256-2555 Website

Professionalism: A+

More Info

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

Responsiveness: A

Friendliness: A+

Helpfulness: A+

Detail: A+

LodeStar Advisory Group, LLC

As an independent, "fee-only", privately owned firm, LodeStar has the freedom to provide its clients with unbiased advice and access to the best research, investments and planning services, regardless of source. The firm designs custom, stress-tested investment portfolios that can dramatically lower investment risk without sacrificing long-term returns. It also performs total wealth planning to holistically manage all the interconnected areas of clients’ financial lives, allowing them to adapt more easily to life changes and feel more secure that their goals are on track. Founder and Chief Investment Officer, George Kiraly, is a Certified Financial Planner and NAPFA-Registered Financial Advisor with over two decades of experience.

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Short Hills, NJ 07078

Website

(973) 218-2440 Website

OFC Wealth Management

OFC Wealth Management is a team of investment managers and financial planners with over eight decades of combined experience. It offers goal-based financial planning services, including insurance options, estate planning, retirement planning, college planning, and tax planning. The investment management services are geared toward the ultimate goal of a secure retirement, but they also address short-term goals like wedding planning, home buying, and charitable giving. Investment options are made up mainly of exchange-traded funds, which are both tax-efficient and low-cost. Clients can choose from hourly fee-only planning or asset-based advisory fees that cover ongoing management services.

Click to Call

Short Hills, NJ 07078

Website

(973) 307-0186 Website

Rio Douro Capital Management

Rio Douro Capital Management is a Hillside-based alternative asset management firm that focuses on wealth management. Its clients receive assistance with financial goals and meeting financial needs. The company also creates investment strategies involving value-driven, event-driven, and macro-driven investments. Because the firm invests globally, clients have access to opportunities in more than 20 markets.

Click to Call

Hillside, NJ 07205

Website

(908) 803-4202 Website

Wealth Health

Wealth Health is a Roseland-based financial services firm focused on financial planning, integrated wealth management, portfolio management, and tax preparation. Its wealth management services combine financial planning, estate planning, insurance options, income tax preparation, and investment management. Clients can also receive financial plans addressing education funding, retirement planning, insurance needs, cash flow planning, income tax planning, and executive compensation and benefits. Managing partner Rich Coppa is a Certified Financial Planner with nearly two decades of experience. The other managing partner, Darin Gartland, is a Certified Financial Planner with more than two decades of experience.

Click to Call

Roseland, NJ 07068

Website

(973) 535-9577 Website

Professionalism: A

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A

Detail: --

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