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

Moorestown is a township of about 21,000 people in Burlington County, roughly ten miles east of Philadelphia. Route 38 is the main road through town, which is also the most direct way to reach us in Voorhees.

Being a Philadelphia suburb shapes the planning. Many households here have spent a career at an employer across the bridge or along the Route 38 corridor, which usually means a 401(k) or 403(b) that has never been consolidated, and sometimes a pension decision with no obvious right answer.

We regularly work with clients from Mount Laurel, Cinnaminson, Maple Shade, Delran, Riverton, Marlton, 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 Moorestown 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 Moorestown Families Choose Independence Wealth

Retirement income built from what you actually have. We help you convert your savings into a reliable income stream by optimizing Social Security timing, pension decisions, and withdrawal strategies so you can maintain your lifestyle without worrying about running out.

Comprehensive from day one. We look beyond your investment portfolio. Taxes, income, estate planning, and long-term goals are all part of the conversation from the first meeting.

You work with Eric. You will not be handed off to a junior advisor or a call center. We meet twice per year proactively and are always available in between when life happens.

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