If you’re looking for a financial advisor in Marlton, 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 Marlton and the Surrounding South Jersey Area

Marlton is the community most people mean when they say Evesham Township, and it is our closest Burlington County neighbor. Evesham is the county's largest municipality by population, at roughly 46,800 residents.

It is close enough to our Voorhees office that in-person meetings are genuinely convenient, which matters more than it sounds: the households who get the most out of this work are the ones who will actually sit down twice a year.

We regularly work with clients from Voorhees, Medford, Mount Laurel, Cherry Hill, Evesham, Gibbsboro, and communities throughout Burlington 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 Marlton 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 Marlton Families Choose Independence Wealth

Local, and easy to get to. Our office is minutes away in Voorhees. Whether you prefer to meet in person or virtually, we make the process straightforward and convenient.

A plan, not just a portfolio. We are looking at taxes, income, investments, and long-term goals in one place, rather than managing an account and leaving the rest to you.

Independent. We have no affiliation with any bank, brokerage, or insurance company, so our recommendations are based entirely on what is right for you.

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 Marlton? Yes. While we are based in Voorhees and serve many clients in Marlton and Burlington 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 Marlton, 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.