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

Medford is a large Burlington County township of roughly 24,500 people, spread out enough that it takes in both established neighborhoods and a good deal of open land at its eastern end toward the Pinelands.

It is also next door to Medford Lakes, which is a separate borough with its own government despite the shared name. If you are searching for an advisor and are not certain which of the two you live in, it makes no difference to how we would work with you.

We regularly work with clients from Medford Lakes, Marlton, Mount Laurel, Shamong, Tabernacle, Southampton, 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 Medford 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 Medford Families Choose Independence Wealth

Answers to the questions that actually keep people up. Can I afford to retire? How much can I spend? Will my money last? Those get answered with a plan, not a product.

Tax planning coordinated with your accountant. We help you minimize lifetime taxes through Roth conversions, strategic withdrawals, asset location, and proactive planning, working with the accountant you already use.

No commissions. We charge an annual fee based on assets under management. There are no commissions, no hidden fees, and no surprises.

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