Independence Wealth

If you’re looking for a financial advisor in South Jersey, 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.

Financial Advisor Serving South Jersey

Our office is in Voorhees, NJ, and we work with clients across Camden, Burlington, and Gloucester County. Whether you prefer to meet in person or virtually, we make the process straightforward and convenient.

We regularly work with clients in the 61 communities below. If your town is not listed, it is still worth a conversation: we work with clients throughout New Jersey and virtually across the country.

Communities We Serve

Camden County

  • Audubon
  • Audubon Park
  • Barrington
  • Bellmawr
  • Berlin Borough
  • Cherry Hill
  • Collingswood
  • Gibbsboro
  • Gloucester Township
  • Haddon Heights
  • Haddon Township
  • Haddonfield
  • Laurel Springs
  • Lawnside
  • Magnolia
  • Merchantville
  • Mount Ephraim
  • Oaklyn
  • Runnemede
  • Somerdale
  • Stratford
  • Voorhees
  • Waterford

Burlington County

Gloucester County

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 South Jersey 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:

Why South Jersey Families Choose Independence Wealth

Fiduciary standard. As a registered investment advisor (RIA), we are legally required to act in your best interest. We do not earn commissions or receive incentives for recommending specific products.

Truly independent. We have no affiliation with any bank, brokerage, or insurance company. That means our recommendations are based entirely on what’s right for you — not what benefits us.

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

Personal and accessible. Eric works directly with every client. You won’t 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.

Take the First Step

If you’re looking for a financial advisor in South Jersey 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.