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

Mount Laurel is one of Burlington County's largest municipalities, with roughly 44,600 residents, and one of its busiest employment centers. Our Voorhees office is a short drive south.

The corporate presence along the township's office corridor means a lot of households here reach retirement with several employer plans behind them: a 401(k) at the current job, one or two left at former employers, sometimes an old pension and a block of company stock that has never been looked at in the context of everything else.

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

Consolidation with a reason behind it. Bringing old accounts together is only worth doing if the result is a coherent portfolio. We build one investment strategy across everything you hold rather than a set of unrelated accounts.

Evidence-based investing, kept cheap. We manage evidence-based, low-cost investment portfolios aligned with your goals and risk tolerance. No market timing, no stock picking, no conflicts of interest.

Concentrated stock handled deliberately. Where a single holding has grown into a large share of the portfolio, the tax consequences of unwinding it belong in the plan rather than being dealt with all at once.

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