Loading page
Find Help · New Jersey
Financial Advisors serving New Jersey. Before a listing appears here, we check the provider's phone, business address, and working website against the provider's own site, and MORTL writes the standard listing description from it. Sponsored Pro and Premium cards may include a provider-written bio.
Provider listings aren’t recommendations, endorsements, guarantees, or referrals. We don’t verify licenses, disciplinary history, availability, or quality. Check those directly before hiring.
Ask a funeral home about these before you sign. They set what has to happen, and when, no matter who you hire.
Verified in New Jersey so far: 127 financial advisors, 5 funeral homes, 3 grief counselors.
Every figure here comes from MORTL's New Jersey guide, which cites the statute or the state agency behind it. Read the New Jersey guide for the rest of it: the cremation and burial rules in full, probate and the small-estate threshold, who inherits when there's no will, advance directives, and the estate tax.
If someone has already died, what to do first in New Jersey is the order to work in. It's free and it always will be.
New Jersey financial advisor firm offering portfolio management for individuals, small businesses, and institutional clients, and pension consulting services, including services for retail investors, high net worth individuals, pension plans, charitable organizations, and corporations, in the Wyckoff area.
New Jersey financial advisory firm offering financial planning, retirement plan services, and wealth management guidance, including access to a client portal, in the Woodcliff Lake area.
New Jersey financial advisor firm offering financial planning, retirement, estate, insurance, tax, family wealth, college savings, cash management, and investment management services, including charitable planning, in the East Hanover area.
New Jersey financial advisor offering backdoor Roth IRA, 401k plan, 403(b) plan, 529 plan, estate planning, and immigrant financial strategies in the Princeton area.
New Jersey financial advisory firm offering custom portfolio management, options income strategies, wealth planning, and risk management services, including retirement and income planning, in the Woodcliff Lake area.
New Jersey investment advisory firm offering investment management and custom portfolio solutions, including an online client portal for research and communication, in the Somerset area.
New Jersey investment firm offering investment banking and advisory, equity sales and trading, and wealth management services in the Red Bank area.
New Jersey financial advisory firm offering wealth management, retirement goal-setting, business strategies, tax strategy, and estate strategy services in the Vineland area.
New Jersey investment advisory firm offering wealth management, financial planning, retirement planning, and qualified plan administration services, including portfolio management and estate planning, in the Cedar Knolls area.
New Jersey financial advisor offering investment management, integrated tax services, and financial planning in the Flemington area.
New Jersey investment management firm offering equity investing, fixed income, balanced portfolio, and high income services in the Princeton area.
New Jersey financial advisory firm offering financial planning and investment management services in the Kinnelon area.
New Jersey financial advisor offering equity compensation, proactive tax planning, retirement planning, and strategic tax-efficient investing services in the Jersey City area.
New Jersey financial advisor offering wealth management, financial planning, and trust, estate, and philanthropic planning strategies in the Short Hills area.
New Jersey financial advisor offering financial planning and investment management services, including portfolio rebalancing and tax loss harvesting, in the Fair Lawn area.
New Jersey financial advisor offering investment management, financial planning, trust and estate administration, and banking services, including a proprietary fund, in the Morristown area.
New Jersey investment advisory firm offering portfolio management for high net worth individuals, family groups, and charitable foundations, including trust, partnership, and foundation account structures, in the Morristown area.
New Jersey investment firm offering separately managed accounts, blank check company investments, and tax free municipal bond accounts in the Saddle Brook area.
New Jersey financial advisory firm offering investment management, financial planning, retirement plan services including 401(k), SEP IRA, and SIMPLE IRA options, and institutional investment services, including fee-only fiduciary advice, in the Kingston area.
New Jersey financial advisory firm offering fiduciary money management, investment management, and retirement and financial planning services in the Parsippany area.
New Jersey financial advisor offering financial planning, retirement planning, investment management, wealth preservation, risk management, Roth IRA conversions, and 401(k) rollovers, including family legacy planning, in the Fair Haven area.
New Jersey financial advisor offering wealth management, portfolio management, and family office services in the Summit area.
New Jersey wealth management firm offering financial planning, investment management, retirement planning, estate and legacy planning, and tax and insurance services in the Red Bank area.
New Jersey investment advisory firm offering governance, strategy, and implementation consulting services for institutional investors, including research and publications, in the Princeton area.
New Jersey financial advisor offering wealth management, financial planning, small business retirement plans, and family office services in the Martinsville area.
New Jersey financial advisory firm offering wealth planning and family CFO services, including a wealth and purpose audit, in the Moorestown area.
New Jersey financial advisor offering financial planning services in the Fairfield area.
New Jersey financial advisor offering asset management services in the Chester area.
New Jersey investment advisory firm offering fixed income strategies, mutual funds, and credit-focused investment solutions, including AAA through BB credit, US Treasuries, ABS, MBS, and CMBS strategies, in the Newark area.
New Jersey financial advisor offering financial planning and investment management services, including fee-only, fiduciary advice for young professionals, mid-career professionals, and retirees, in the Haddon Heights area.
About This Directory
Providers come from public sources and provider submissions. Before a listing goes live, MORTL checks the provider's phone, business address, and working website. MORTL writes standard listing descriptions from that site. Sponsored Pro and Premium cards may include a provider-written bio. A provider without a working website isn’t listed.
A listing isn’t a recommendation, endorsement, guarantee, or referral.
MORTL doesn’t verify licenses, disciplinary history, availability, or quality of service. Provider information can change after a listing is added.
Before hiring any provider, check their license with the state licensing board or professional authority, get pricing in writing, and confirm availability directly.
Know Someone Good?
Worked with a funeral home, grief counselor, hospice, financial advisor, or death doula worth finding? Tell us who they are. It takes a minute and it's free.
Every suggestion gets the same check as the rest of the directory: we confirm the provider's phone and address against their own website before anything is listed.
Death doulas aren’t in the directory because no verifiable registry exists to check them against. You can still suggest one; submissions stay open.
For Providers
MORTL readers are planning ahead: people getting their wills, directives, and funeral wishes in order before a crisis. Listing here puts you in front of them before they need you.
A standard listing in the MORTL directory costs nothing, now or later. We list funeral directors, grief counselors, financial advisors, and hospice providers. Founding providers get in before the category fills up.
Death doulas can apply, but don’t appear in the directory yet: no verifiable registry exists to check a doula listing against.
A listing in the MORTL directory isn’t a recommendation, endorsement, guarantee, or referral. Before hiring any provider, verify credentials directly with the appropriate state licensing board.
Want paid placement? A standard listing stays free. Approved Featured plans add labeled sponsored placement and tier-specific card features. Compare Featured plans →
We're adding providers every week. Suggest a provider you've worked with, or sign up to be notified when your state goes live.
Every state has its own financial advisors page, and every listing is checked against the provider's own website before it appears.
Provider Directory Disclosure: A listing in the MORTL directory isn’t a recommendation, endorsement, guarantee, or referral. Before listing, MORTL checks each provider's phone, business address, and working website. MORTL writes standard descriptions from that site; sponsored Pro and Premium cards may include a provider-written bio. MORTL doesn’t verify every license, disciplinary history, availability, or quality. Check credentials directly before hiring. Read our Provider Review Policy →