Finding the Top Financial Advisors in Moorestown, New Jersey
The process of finding a financial advisor can feel overwhelming, especially if you have several advisory firms in your area. In an effort to help you navigate the search process, SmartAsset identified the top financial advisor firms in Moorestown, New Jersey. The list below goes through specific information about each firm, including their investment strategies, typical clients, fee structures and more. To expand your search, try SmartAsset's free matching tool. It will connect you with up to three advisors who serve your area.
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|Rank||Financial Advisor||Assets Managed||Minimum Assets||Financial Services||More Information|
|1||Quaker Wealth Management, LLC Find an Advisor||$320,951,528||$250,000|| || |
|2||Lane Hipple Wealth Management Group Find an Advisor||$271,444,892||$250,000|| || |
|3||Redwood Wealth Management Group, LLC Find an Advisor||$272,465,412||$250,000|| || |
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|4||Bluefin Financial Find an Advisor||$239,691,895||No set account minimum|| || |
Minimum AssetsNo set account minimum
|5||Main Street Financial Life Advisors, LLC Find an Advisor||$103,392,576||No set account minimum|| || |
Minimum AssetsNo set account minimum
What We Use in Our Methodology
To find the top financial advisors in Moorestown, we first identified all firms registered with the SEC in the city. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:
- AUMFirms with more total assets under management are ranked higher.
- Individual Client CountFirms who serve more individual clients (as opposed to institutional clients) are ranked higher.
- Clients Per AdvisorFirms with a lower ratio of clients per financial advisor are ranked higher.
- Age of FirmFirms that have been in business longer are ranked higher.
All information is obtained through public records and is updated annually after the firms’ form ADV filing. This list may include firms that have a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the above criteria. SmartAsset is not a client of the aforementioned firms, and did not receive compensation for including any of the firms on the aforementioned list.
Quaker Wealth Management
At the top of our list, Quaker Wealth Management (QWM) has has a minimum account size of $250,000, though the firm may decide to waive this minimum under certain circumstances. The advisory team here includes a certified public accountant (CPA) and three certified financial planners (CFPs).
This firm is fee-based, meaning some of its advisors receive commissions for selling insurance products. While this non-advisor role can potentially pose a conflict of interest, the firm is a fiduciary and is legally bound to act in its clients' best interests.
Quaker works almost entirely with individuals and families, mostly focusing on those who do not have high net worths. The firm also works with trusts, estates and non-profits.
Quaker Wealth Management Background
Dan Roccato founded Quaker Wealth Management in 2006 after spending two decades working on Wall Street. Roccato is also an adjunct professor of finance and economics at Rutgers University and San Diego University. Today, the firm has transferred ownership to Peter News and John Heisler, two of the firm's lead advisors.
This firm offers a wide range of financial services, including:
- Income tax planning
- Retirement planning
- Insurance planning
- Estate planning
- Investment management
- Tax and legal advisory
- Retirement plan consulting services
Quaker Wealth Management Investing Strategy
Quaker Wealth Management takes both top-down and bottom-up approaches to investing. Like most firms, Quaker looks to align its investment decisions with the financial goals and investor characteristics of each client. So when you become a client of Quaker, you'll meet with one of the firm's advisors to go over your risk tolerance, liquidity needs, time horizon, investment preferences and other factors.
The firm believes that a proper asset allocation is more key to success than the picking of individual securities. The work doesn't stop once your asset allocation is implemented though, as there are frequent checkups and periodic rebalances. The firm usually invests in exchange-traded funds (ETFs) and mutual funds based on its research, which relies on publicly available materials like company records and market data.
Lane Hipple Wealth Management Group
Advisors at Lane Hipple Wealth Management Group have a range of financial certifications. In fact, there are three certified financial planners (CFPs), two chartered financial consultants (ChFCs) and one chartered retirement plans specialist (CRPS).
The minimum amount of investable assets needed to open an account at Lane Hipple is $250,000, though this is waivable at the discretion of the firm. Likely as a result of this minimum, the firm has a client base that consists mostly of individuals who do not have high net worths. It also manages a few accounts for high-net-worth individuals, charitable organizations and retirement plans.
Lane Hipple is a fee-based firm. This is because some of its advisors earn commissions from insurance sales. While this is a potential conflict of interest, the firm is bound by its fiduciary duty, meaning its advisors are legally obligated to act in their clients' best interests.
Lane Hipple Wealth Management Group Background
Thomas A. Lane, Jr. is the founding partner and principal owner of Lane Hipple Wealth Management Group. Andrew Hipple is also a partner at the firm, along with Lane, Jr.'s son, Thomas A. Lane, III. These three advisors collectively hold around 60 years of financial services experience.
Lane Hipple provides a range of financial advisory services to its clients, with financial planning and investment management being the firm's main focus. These services include:
- Retirement planning
- Estate planning
- College fund planning
- IRA distribution planning
- Insurance needs analysis and planning
- Asset allocation and diversification planning
Lane Hipple Wealth Management Group Investing Strategy
Lane Hipple Wealth Management Group's primary aim is to help clients meet their specific investment objectives. In order to build a risk-adjusted asset allocation according to your needs, the firm will determine your individual goals, risk tolerance and time horizon. This asset allocation will include specific percentages that each asset class should occupy in your portfolio. However, the firm periodically reviews and updates its strategies, so your asset allocation is far from set in stone.
Generally, Lane Hipple recommends a mix of equities, exchange-traded funds (ETFs), index funds, mutual funds and bonds for client portfolios. The firm and its advisors rely on publicly available research, along with technical analysis, to help inform its investment decisions.
Redwood Wealth Management Group
Redwood Wealth Management Group provides financial planning and portfolio management services to a client base constisting primarily of non-high-net-worth individuals. The firm also serves a handful of high-net-worth individuals, retirement plans, trusts, foundations and businesses. The minimum account size for anyone looking to become a client of Redwood is $250,000, though the firm may waive this requirement at its discretion.
Redwood is a fee-based financial advisor firm, meaning certain advisors receive commissions from the sale of insurance products, in addition to the customary client-paid fees. This represents a potential conflict of interest, though the firm is bound by its fiduciary duty to act in its clients' best interests.
Redwood Wealth Management Group Background
Redwood Wealth Management Group was established in 2015 by Samuel C. Bridgers, III, who serves as the firm's principal. The firm also employs one certified public accountant (CPA).
Redwood provides traditional financial planning services to clients, as well as investment management. Investment management services here come on both a wrap-fee and non-wrap-fee basis, while financial planning services include retirement planning analysis, estate planning, insurance planning, cash flow projections, college fund planning and more.
Redwood Wealth Management Group Investing Strategy
At the start of each client relationship, the firm works to determine each client's financial goals. It then crafts an asset allocation strategy that takes into account market conditions, the client's current financial state and more. The firm also considers risk tolerance, time horizon and income needs.
Depending on your customized asset allocation plan, the firm generally won't exceed the stated percentage of each security type within your portfolio. That said, these guidelines are not definite, as they can be amended at any time. Generally, the firm sticks to some combination of stocks, index funds, exchange-traded funds (ETFs), mutual funds and bonds.
Bluefin Financial provides services to mostly individuals (both high-net-worth and not), as well as a few pensions and profit-sharing plans. The firm does not adhere to a minimum account size, so you can theoretically open an account with just about any amount of money. Indeed, most of its individual clients do not have a high net worth.
This is a fee-based firm, so certain members of its advisory team have the opportunity to earn commissions from the sale of insurance products. Despite this potential conflict of interest, the firm is a fiduciary, legally binding it to act in clients' best interests.
Bluefin Financial Background
Bluefin Financial has been in business since 2017. Today, the firm is principally owned by president Theodore Michael Suleski and CEO Joseph Anthony Zielinski. Suleski and Zielinski have about 40 years of combined experience in the investment and financial services industries.
The firm provides a number of advisory services within their core competencies of investment management and financial planning. When it comes to the former, the firm can help with investment strategy selection, asset allocation planning, risk tolerance determination, portfolio monitoring and more. Financial planning services include retirement planning, college fund planning, tax minimization and life insurance planning.
Bluefin Financial Investment Strategy
Bluefin Financial takes both long- and short-term trading approaches when creating and managing clients' portfolios. This is because it invests according to clients' needs rather than a preconceived investment strategy. Other factors that go into the firm's investment planning process include risk tolerance, time horizon and income needs.
This firm's investment advice is limited to such securities as mutual funds, fixed-income securities, insurance products, annuities, equities, exchange-traded funds (ETFs), master limited partnerships (MLPs), real estate investment trusts (REITs), options, treasury bonds and non-U.S. securities. The firm and its advisors use charting, fundamental analysis and technical analysis in conjunction with Modern Portfolio Theory to help inform investment decisions.
Main Street Financial Life Advisors
Main Street Financial Life Advisors only works with individual clients, with more than three-quarters of them not having high net worths. The firm does not have a set account minimum.
Main Street provides financial planning, portfolio mangement and pension plan consulting. The firm has a strong tax planning and management background, as two of the firm's advisors are certified public accountants (CPAs). There's also certifications like certified financial planner (CFP), chartered alternative investment analyst (CAIA), chartered financial analyst (CFA), accredited estate planner (AEP) and more.
Main Street is a fee-based advisory firm, meaning that some of its advisors earn commissions from insurance product sales. Despite the potential for a conflict of interest, though, the firm is bound by its fiduciary duty to act in clients' best interests.
Main Street Financial Life Advisors Background
Joe Roman created Main Street Financial Life Advisors in 1999. Today, Roman principally owns the firm and serves as managing director, wealth advisor and chief compliance officer (CCO).
The firm focuses mainly on providing discretionary and non-discretionary invesment management services to its clients, but may also provide financial planning, tax, insurance and accounting consulting services.
Main Street Financial Life Advisors Investment Strategy
Main Street uses several methods of analysis when deciding which securities to invest in with client assets. These include:
- Charting: uses patterns in market data to identify trends
- Fundamental: focuses on using historical and present data about companies and markets to inform forecasts
- Technical: centers around historical and present price and trade volume data to forecast prices
- Cyclical: uses historical relationships between prices and market trends
In order to develop a particular investment strategy for a client, Main Street Financial Life Advisors utilizes both long- and short-term security purchases. The former means a security will be held in your portfolio for at least a year, whereas the latter is a strategy that focuses on trading securities more frequently. The firm tends to allocate assets among various debt and and equity securities through mutual funds and exchange-traded funds (ETFs). However, the firm sometimes invests directly in stocks and bonds.