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

Sewell is the mailing address most residents of Washington Township use, and Washington Township is the largest municipality in Gloucester County with roughly 48,700 people. If your address says Sewell, this is your page.

It is a large, primarily residential township built out substantially in the second half of the twentieth century, which means a large cohort of households arriving at retirement at broadly the same time.

We regularly work with clients from Washington Township, Pitman, Wenonah, Deptford, Mullica Hill, Williamstown, and communities throughout Gloucester 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 Sewell 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 Sewell Families Choose Independence Wealth

Retirement planning with a real roadmap. We help you balance growth and security with a personalized plan rather than a rule of thumb about your age.

Social Security timing done properly. Claiming at the wrong moment can cost a household a substantial amount over a retirement. We build the claiming decision into the wider income plan rather than treating it separately.

Straightforward and low pressure. Three meetings to decide whether this is a fit, with no obligation at any step.

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