If you’re looking for a financial advisor in Haddon Township, NJ, Independence Wealth is here to help. We specialize in working with pre-retirees and retirees throughout South Jersey who want a clear, coordinated financial plan — one that addresses taxes, income, investments, and long-term goals all in one place.

CFP® Serving Haddon Township and the Surrounding South Jersey Area

Haddon Township is a Camden County township of roughly 15,400 residents, sitting between Haddonfield and Collingswood on the older, denser side of the county closer to Philadelphia.

The three Haddons are separate municipalities that are routinely mistaken for one another: Haddon Township, Haddonfield borough, and Haddon Heights borough each have their own government and their own tax rate. We work throughout all three.

We regularly work with clients from Haddonfield, Collingswood, Haddon Heights, Oaklyn, Audubon, Cherry Hill, and communities throughout Camden County and the surrounding area.

Whether you prefer to meet in person or virtually, we make the process straightforward and convenient.

Who We Help

We work with individuals and families who have done the hard work of saving and are now focused on making smart decisions with what they’ve built. Most of our clients:

• Are between the ages of 55 and 70
• Have $750,000 or more in investable assets
• Want a fiduciary advisor who puts their interests first
• Are looking for a comprehensive plan — not just investment management
• Are approaching retirement or already retired and want to make their money last

We also work with Haddon Township area business owners who are planning a business exit, transition, or succession.

Our Financial Planning Services

Eric Nelson, CFP® and CEPA, founded Independence Wealth to provide South Jersey families with the kind of comprehensive, personalized financial planning that’s typically reserved for much wealthier clients. Our services include:

• Retirement Planning
• Investment Management
• Tax Planning for Retirees
• Retirement Income
• Estate Planning
• Business Exit Strategies

Why Haddon Township Families Choose Independence Wealth

Comprehensive planning at a realistic level. Independence Wealth was founded to give South Jersey families the kind of comprehensive, personalized planning usually reserved for much wealthier clients.

Education first. We would rather you understood the reasoning than took our word for it. An informed client makes better decisions and sticks with them when markets are unpleasant.

A fiduciary standard you can check. As a registered investment advisor we are legally required to act in your best interest, and our Form ADV is on this site.

What to Expect When You Work with Us

Our process is straightforward and low pressure:

1. Introductory Call — A short call to learn about your situation and see if we’re a good fit for each other.
2. Independence Wealth Blueprint Presentation — Our first working meeting where we dig into your financial picture and the questions that brought you to us.
3. Discovery Meeting — We present our observations, recommendations, and a full picture of how we’d work together going forward.

There’s no obligation at any step. Our goal is to make sure the fit is right for both of us before moving forward.

Frequently Asked Questions

Do you work with clients outside of Haddon Township? Yes. While we are based in Voorhees and serve many clients in Haddon Township and Camden County, we work with clients throughout New Jersey and virtually across the country.

How much do you charge? We charge an annual fee based on assets under management. There are no commissions, no hidden fees, and no surprises.

What if I already have a financial advisor? We’re happy to provide a second opinion. Many clients come to us after feeling like they weren’t getting the attention or comprehensive planning they deserved elsewhere.

Do I need a certain amount of money to work with you? Our new client minimum is $750,000 in investable assets.

Take the First Step

If you’re looking for a financial advisor in Haddon Township, NJ who will take the time to understand your goals, build a plan around your life, and be there when you need them, we’d love to connect.

Schedule a complimentary introductory call today — no pressure, no obligation.

Schedule a Complimentary Consultation

Independence Wealth Advisory Services LLC is a registered investment adviser in the State of New Jersey. Registration does not imply a certain level of skill or training.