If you’re looking for a financial advisor in Haddonfield, 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 Haddonfield and the Surrounding South Jersey Area
Haddonfield is a borough of roughly 12,500 people in Camden County, a short drive north west of our Voorhees office. It is one of the most established communities in the county, and one of the wealthiest.
Property values in Haddonfield are high relative to the rest of Camden County, and much of the housing stock is old. For households at or near retirement, that tends to push two questions to the front: what New Jersey property taxes will do to a fixed income, and whether the house is titled in a way that matches the rest of the estate plan.
We regularly work with clients from Haddon Township, Haddon Heights, Cherry Hill, Collingswood, Barrington, Voorhees, 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 Haddonfield 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 Haddonfield Families Choose Independence Wealth
Tax planning that accounts for New Jersey. New Jersey has one of the most complex tax environments in the country. In a town where a large share of household wealth sits in the house and in retirement accounts, the order in which those are drawn down matters more than the investment selection does.
Estate coordination, not just documents. We work alongside your estate planning attorney to make sure your accounts are properly titled, your beneficiaries are up to date, and your assets are positioned to transfer according to your wishes.
A fiduciary, and independent. As a registered investment advisor we are legally required to act in your best interest, and we have no affiliation with any bank, brokerage, or insurance company.
What to Expect When You Work with Us
Our process is straightforward and low pressure:
- Introductory Call — A short call to learn about your situation and see if we’re a good fit for each other.
- Independence Wealth Blueprint Presentation — Our first working meeting where we dig into your financial picture and the questions that brought you to us.
- 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 Haddonfield? Yes. While we are based in Voorhees and serve many clients in Haddonfield 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 Haddonfield, 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.