Directory of Professional Retirement Planners

National Coverage
Local Professionals

Home > Retirement Planners > new jersey > bridgewater

Compare 2-3 financial advisors near you
matched to your specific needs

Free match service |
No obligation to hire

Personalized advice for Portfolio
Size of 100K and above

FINRA/SEC Registered Advisors

Find Retirement Advisors for Retirement Planning in Bridgewater, New Jersey

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in Bridgewater, New Jersey

Last Updated - April 25, 2025

Bridgewater has 23 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 5 non-vetted advisors in your local area. These retirement advisors in Bridgewater, New Jersey have an average of 22 years of experience.

I want to start planning.
HELP ME FIND MY PLANNER

List of Qualified Retirement Planning Advisors in Bridgewater, New Jersey

VERIFIED

Condor Capital Wealth Management
CFP^®, CIMA^®, EA, CFA^®, CDFA^®

Qualifications
Firm CRD# 104920
Series 65

Minimum Assets Required
$500,000

Address

1973 Washington Valley Road,
Martinsville, NJ 08836 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Peter Gellman
Palmerston Group Advisors, LLC

Qualifications
CRD# 4716523
Firm CRD# 128733
Series 66

Minimum Assets Required
$400,000

Address

320 Raritan Avenue, Suite 302,
Highland Park, NJ 08904 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Jim Kilcommons
CFP^®
Princeton Global

Qualifications
CRD# 1340382
Firm CRD# 146644

Minimum Assets Required
$0

Address

17 Hulfish Street, Suite 240,
Princeton, NJ 08542 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Hourly, Based on Assets

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Frank Lepore
Bleakley Financial Group

Qualifications
CRD# 4695659
Firm CRD# 318366
Series 6, 7, 65, 66

Minimum Assets Required
$250,000

Address

100 Passaic Avenue,
Suite 300,
Fairfield, NJ 07004 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Flat Fee

Find An Advisor

VERIFIED

Doug Frew
CFP^®, ChFC^®, AWMA^®
BroadFront Capital Management

Qualifications
CRD# 6030529
Firm CRD# 6413
Series 7, 63, 66

Minimum Assets Required
$250,000

Address

101 Crawfords Corner Rd, Suite 1120,
Holmdel, NJ 07733 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Commissions, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Louis Green
CFP^®, CPWA^®, CFA^®
Savvy Advisors

Qualifications
CRD# 2790531
Firm CRD# 318493

Minimum Assets Required
$250,000

Address

363 Bond Street,
Apt 205,
Brooklyn, NY 11231 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Hourly, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Smallwood Wealth
CFP^®, AIF^®

Qualifications
Firm CRD# 288663
Series 7, 66

Minimum Assets Required
$150,000

Address

199 Broad Street,
Red Bank, NJ 07701 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Commissions, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Dan Brady
Savvy Advisors

Qualifications
CRD# 2172300
Firm CRD# 318493

Minimum Assets Required
$250,000

Address

900 Broadway Ste. 202,
New York, NY 10003 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Farther Finance, LLC

Qualifications
Firm CRD# 302050

Minimum Assets Required
$0

Address

4 World Trade Center,
New York, NY 10019 See Details

Advisory Services:

Financial Planning, Portfolio Management, Wealth Management, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Altfest Personal Wealth Management
CPA, CFP^®, CFA^®, ChFC^®

Qualifications
Firm CRD# 110130
Series 65, 66

Minimum Assets Required
$1,000,000

Address

445 Park Avenue,
6th Floor,
New York, NY 10022 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Edelman Financial Engines LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

650 From Road, Suite 460,
Paramus, NJ 07652 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

6081 Hamilton Boulevard,
Suite 600,
Allentown, PA 18106 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Vanguard Personal Advisor

Qualifications
Firm CRD# 106715

Minimum Assets Required
Not Specified

Address

100 Vanguard Blv V26,
Malvern, PA 19355 See Details

Advisory Services:

Retirement Planning, Education Funding and Planning

Compensation/Fee

Fee-Based

Find An Advisor

VERIFIED

Anthony M. Errico
Port Capital Management

Qualifications
CRD# 5679112
Firm CRD# 330252
Series 7, 63, 65, 66

Minimum Assets Required
$500,000

Address

684 Broadway,
Massapequa, NY 11758 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Diversified, LLC
CFP^®

Qualifications
Firm CRD# 331709
Series 65

Minimum Assets Required
$250,000

Address

3705 Concord Pike,
Talleyville Postal Store, DE 19803 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

Top 5 Retirement Planning firms in Bridgewater, New Jersey (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	400 Crossing Blvd, Fourth Floor Bridgewater, NJ, 08807	$43,837,552,255	4631	126	A percentage of AUM, Performance Based
2	1140 Highway 22 East, Suite 105 Bridgewater, NJ, 08807	$356,126,149	2137	16	A percentage of AUM, Hourly charges, Fixed fees
3	1160 Route 22 East, Bridgewater, NJ, 08807	$176,745,527	357	5	A percentage of AUM
4	100 Somerset Corporate Blvd, Suite 101-2nd Floor Bridgewater, NJ, 08807	$19,176,188	2	6	A percentage of AUM, Fixed fees, Other (FIXED DOLLAR AMOUNT PER UNIT OUTSTANDING OF REGISTERED UNITS.)
5	1140 Us 22 East, Suite 105 Bridgewater, NJ, 08807	$0	0	1	A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Bridgewater, New Jersey

HARDING LOEVNER LP

Find an Advisor

QualificationsFirm CRD# 104543

Assets Under Management $43,837,552,255

No. Of Clients4631

Clients Per Financial Advisor37

HARDING LOEVNER LP is a financial advisory firm situated in Bridgewater, New Jersey. With a nearly $44B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4631 clients. The team consists of 126 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Performance Based

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

View Full Profile

PARADIGM WEALTH ADVISORY LLC

Find an Advisor

QualificationsFirm CRD# 283120

Assets Under Management $356,126,149

No. Of Clients2137

Clients Per Financial Advisor134

PARADIGM WEALTH ADVISORY LLC is a financial advisory firm situated in Bridgewater, New Jersey. With a nearly $356M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2137 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops

View Full Profile

SACKS & ASSOCIATES, LLC

Find an Advisor

QualificationsFirm CRD# 174909

Assets Under Management $176,745,527

No. Of Clients357

Clients Per Financial Advisor71

SACKS & ASSOCIATES, LLC is a financial advisory firm situated in Bridgewater, New Jersey. With a nearly $177M assets under management, the firm specializes in crafting personalized retirement planning solutions for 357 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

View Full Profile

OLDEN LANE ADVISORS LLC

Find an Advisor

QualificationsFirm CRD# 282278

Assets Under Management $19,176,188

No. Of Clients2

Clients Per Financial Advisor0

OLDEN LANE ADVISORS LLC is a financial advisory firm situated in Bridgewater, New Jersey. With a nearly $19M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees
Other (FIXED DOLLAR AMOUNT PER UNIT OUTSTANDING OF REGISTERED UNITS.)

Financial Planning Services

Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Other (INVESTMENT ADVISOR TO INVESTMENT COMPANIES REGISTERED AS UITS)

View Full Profile

PARADIGM ADVISOR GROUP, LLC

Find an Advisor

QualificationsFirm CRD# 334370

Assets Under Management $0

No. Of Clients0

Clients Per Financial Advisor0

PARADIGM ADVISOR GROUP, LLC is a financial advisory firm situated in Bridgewater, New Jersey. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops

View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

Get Matched With Planners

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.