If you’re looking for a financial advisor in Voorhees, NJ, you’ve come to the right place. At Independence Wealth, we specialize in helping pre-retirees and retirees in South Jersey build personalized, tax-smart financial plans so they can retire — and stay retired — with confidence.
Why Work with a Local Financial Advisor in Voorhees, NJ?
There’s no shortage of financial advisors to choose from, but working with someone local matters. When your advisor is embedded in the same community, they understand the local cost of living, New Jersey’s tax environment, and the specific financial challenges that South Jersey families face.
At Independence Wealth, we’re based right here in Voorhees. We meet with clients in person at our office at 221 Laurel Road, Suite 180, and we’re available virtually for clients across New Jersey and beyond.
Who We Work With
We work best with individuals and families who are approaching or already in retirement. Most of our clients:
- Are between the ages of 55 and 70
- Have $750,000 or more in investable assets
- Want a coordinated plan that addresses taxes, income, investments, and estate planning
- Are looking for a fiduciary advisor who is legally required to put their interests first
If you’re a business owner preparing to exit, we also specialize in exit planning and business transition strategies through our CEPA designation.
Our Services
As a CERTIFIED FINANCIAL PLANNER® (CFP®) and Certified Exit Planning Advisor (CEPA), Independence Wealth founder Eric Nelson offers comprehensive wealth management services, including:
Learn more about our services, including how we build retirement planning and tax planning strategies into every wealth management plan.
Retirement Planning We help you determine when you can retire, how much you can spend, and how to structure your assets so your money lasts as long as you do.
Investment Management We build evidence-based, low-cost investment portfolios tailored to your specific goals and risk tolerance — not a one-size-fits-all model.
Tax Planning New Jersey retirees face a unique tax landscape. We help you minimize lifetime taxes through strategies like Roth conversions, asset location, and coordinated withdrawal planning.
Retirement Income Planning We turn your savings into a reliable income stream, optimizing Social Security timing, pension decisions, and portfolio withdrawals to support your lifestyle.
Estate Planning We coordinate with your estate planning attorney to make sure your accounts are titled correctly, beneficiaries are up to date, and your legacy is protected.
Business Exit Planning For business owners in the Voorhees and South Jersey area, we help you understand your wealth gap, identify exit options, and build a plan to maximize what you walk away with.
What Makes Independence Wealth Different
There are three things that set us apart from other financial advisors in the Voorhees, NJ area:
We are a fiduciary. As a registered investment advisor (RIA), we are legally and ethically required to act in your best interest at all times. We do not earn commissions or receive compensation for recommending specific products.
We are independent. We are not affiliated with a bank, brokerage firm, or insurance company. That means we have access to a wide range of investment options and strategies and are free to recommend what’s best for you.
We are comprehensive. We don’t just manage your investments. We look at your full financial picture — taxes, income, estate, and long-term goals — and build a plan that ties everything together.
Serving Voorhees, NJ and the Surrounding Area
Independence Wealth is proud to serve clients throughout South Jersey, including Voorhees, Cherry Hill, Marlton, Medford, Mount Laurel, Haddonfield, and the surrounding communities. We also work with clients virtually across New Jersey and nationwide.
Frequently Asked Questions
What services does a financial advisor in Voorhees, NJ offer? Independence Wealth offers comprehensive financial planning that can include retirement planning, investment management, tax planning, retirement income planning, estate planning coordination, and business exit planning. Each planning relationship begins with an understanding of your goals, current circumstances, and the questions that matter most to you.
What is a fiduciary financial advisor? A fiduciary financial advisor is legally required to act in a client’s best interest when providing investment advice. Independence Wealth is a registered investment advisor and does not earn commissions or receive compensation for recommending specific products. Advisory recommendations are developed around each client’s individual circumstances and objectives.
How much do I need to work with Independence Wealth? Independence Wealth generally works with new clients who have at least $750,000 in investable assets. The firm most often serves individuals and families between ages 55 and 70 who are approaching retirement or are already retired, as well as business owners preparing for a transition.
How is an independent advisor different from one at a large broker-dealer? Independence Wealth is not affiliated with a bank, brokerage firm, or insurance company. Its planning process considers retirement, taxes, income, estate planning, and long-term goals together. A conversation can help determine whether that approach fits your needs, preferences, and individual circumstances.
Do you offer in-person meetings in Voorhees? Yes. Independence Wealth meets with clients in person at its office at 221 Laurel Road, Suite 180, in Voorhees. Virtual meetings are also available for clients across New Jersey and beyond, so you can choose the meeting format that works best for your situation.
How do I get started? The process begins with a short introductory call to learn about your situation and determine whether there may be a mutual fit. If it makes sense to continue, the next steps include an Independence Wealth Blueprint presentation and a discovery meeting to discuss your financial picture and how the firm may work with you.
Ready to Talk?
If you’re looking for a financial advisor in Voorhees, NJ who will take the time to understand your goals and build a plan around your life, we’d love to connect.
We start with a short, no-pressure introductory call to learn more about each other and see if we’re a good fit. There’s no obligation and no sales pitch.
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.