Top Financial Advisors in Princeton, NJ

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Roundview Capital, LLC is a fee-only financial advisory firm that has a minimum account of $1 million. Nevertheless, the firm works with both high-net-worth and non-high-net-worth individuals, as well as retirement plans, charities and businesses.

Roundview looks to adjust for risk and maximize after-tax returns for clients, so the tax efficiency of investments is very important.

When it comes to specific securities, Roundview tends to invest in equities, bonds, commercial paper, CDs, mutual funds, money market funds, options, interests in partnerships and more.

Risk-adjusted investment management is the premier service at Roundview. It also provides services that cover estate planning, tax planning, risk management, financial planning, consulting, wealth transfer planning and philanthropic gift guidance.

The firm says that it uses fundamental and technical analysis to evaluate securities and may also pursue arbitrage opportunities based on perceived market inefficiencies.

Information sources include financial publications, company reports, SEC filings, third-party research, and press releases. Roundview may also use tools and platforms such as Schwab Advisor Services, Fidelity Wealthscape, YCharts, and various online resources.

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Princeton Global Asset Management, LLC (PGAM) is a fee-based firm that works with non-high-net-worth and high-net-worth individuals, as well as retirement plans.

To become a client of this firm, you’ll need no less than $1 million in investable assets.

As a fee-based firm, PGAM employs certain advisors that can earn commissions from the sale of insurance products or securities. This represents a potential conflict of interest, as your advisor has an incentive to recommend such products. Despite this, the firm abides by fiduciary duty, legally binding it to act in your best interest.

The first step in any client-advisor relationship at PGAM is to review your personal risk tolerance, time horizon, liquidity needs and investment objectives. Based on these findings, an appropriate asset allocation will be formulated for you.

The firm's primary method of analysis is fundamental analysis, but it also considers global market conditions and macroeconomic developments in these evaluations, among other factors.

As a starting point, this firm always looks to diversify client assets as strongly as possible. To execute this effectively, it may invest in exchange-traded funds (ETFs), bonds, warrants, CDs, stocks and mutual funds.

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Novi Wealth Partners is a fee-only firm that has millions in client assets under management (AUM). It works with both non-high-net-worth and high-net-worth individuals, as well as retirement plans. There is no minimum to become a client of Novi

Clients of Novi will have access to both investment management and financial planning services. If you’re focused on investing, the firm can help you build a custom, tax efficient investment portfolio.

Financial planning clients will also gain access to investment management, on top of estate planning, retirement planning, tax planning and more.

Novi Wealth Partners prefers passive investing over active management, as this style reduces trading fees and lowers volatility. The firm also looks to maximize your after-tax returns rather than your pre-tax ones.

The firm tends to overweight small-cap and value stocks in its asset allocations, while its bond investments trend towards those that are high quality and low duration.

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While EKS Associates does not explicitly state a minimum investment to become a client, the fee-only firm's current client base consists entirely of high-net-worth individuals.

According to the firm’s Form ADV, it also offers services to individuals, businesses, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities.

Investment management is an integral part of what EKS Associates does, but its hallmark service is financial planning. This comes in many variations, such as cash management, retirement planning, estate planning, intergenerational financial planning, charitable gift planning, education fund planning, insurance planning and tax planning.

Like many financial advisor firms on today’s market, EKS Associates maintains the belief that a long-term perspective is the best investing approach. In the end, though, the firm’s main objective is to match your asset allocation with your stated risk tolerance, time horizon and short-term liquidity needs.

EKS tends to avoid individual stock investments. Instead, it chooses to focus on inherently diversified securities such as mutual funds and exchange-traded funds (ETFs).

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Kubhera Enterprises, LLC is a fee-based firm focused on high-net-worth individuals, who comprise a majority of the firm’s client base. Kubhera also works with individuals, pensions, profit-sharing plans and businesses. There are no minimum investable asset requirements here.

Advisors at Kubhera may have the opportunity to earn compensation from the sale of certain insurance products or securities. Despite this potential conflict of interest, this firm is still a fiduciary and therefore must act in your best interest no matter what.

If you join forces with Kubhera, you can subscribe to investment management services that come with financial planning and consulting. For those that are more interested in just financial planning or consulting, they are also available on a stand-alone basis.

Before any of your money is invested in the market, Kubhera Enterprises will do a deep dive into what kind of investor you are. This involves figuring out your risk tolerance, time horizon, investment objectives and liquidity needs.

The firm may use charting, fundamental and/or technical analysis to evaluate securities. Investment strategies include long- and short-term purchases.

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White Knight Strategic Wealth Advisors (WKSWA) works with both high-net-worth and non-high-net-worth individuals, as well as retirement plans and charities.

WKSWA develops client portfolios based on individual investment objectives. These objectives are identified through financial planning or by reviewing client situations, needs and timelines.

The firm does not require a minimum fee or portfolio value to start or keep an investment advisory relationship.

WKSWA invests portfolios based on client investment goals. For clients with a financial plan, those goals are identified during the planning process or by reviewing the existing plan.

The firm sets asset allocation guidelines to support a long-term investment approach focused on diversification, cost control and tax efficiency. Portfolios may be adjusted over time in response to market changes or the addition of new asset types.

WKSWA may update investment programs and portfolios as needed to align with client objectives or asset allocation guidelines.

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Halberstadt Financial Consultants, Inc. is a fee-only firm that calls for a minimum opening investment of $400,000. It works with individuals who have and don’t have high net worth, pensions and profit-sharing plans. It also offers services to investment and insurance companies.

Customizable investment management and personalized financial planning are Halberstadt’s two main services. Financial planning includes retirement planning, tax planning and estate planning.

Halberstadt Financial Consultants looks to maximize total return within your risk tolerance and time horizon. It generally adheres to a long-term investing strategy. This entails buying and holding onto an investment for one year or longer. If the specifics of your personal situation dictate it, though, the firm may also recommend using short-term investing within your portfolio.

To remain in line with this long-term strategy, Halberstadt will look to diversify your assets across multiple markets and asset classes. To do this effectively, the firm may include individual equities, bonds, exchange-traded funds (ETFs) and mutual funds in your asset allocation.