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Find Retirement Advisors for Retirement Planning in Moorestown, New Jersey

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in Moorestown, New Jersey

Last Updated - March 28, 2026

Moorestown has 7 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 4 non-vetted advisors in your local area. These retirement advisors in Moorestown, New Jersey have an average of 21 years of experience.

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List of Qualified Retirement Planning Advisors in Moorestown, New Jersey

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Sequoia Financial Group

Qualifications
Firm CRD# 117756
Series 7

Minimum Assets Required
$0

Address

1205 Westlakes Dr., Suite 270,
Berwyn, PA 19312 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

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VERIFIED

Frank Lepore
Bleakley Financial Group

Qualifications
CRD# 4695659
Firm CRD# 318366
Series 6, 7, 65, 66

Minimum Assets Required
$250,000

Address

100 Passaic Avenue,
Suite 300,
Fairfield, NJ 07004 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Flat Fee

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Top 4 Retirement Planning firms in Moorestown, New Jersey (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	155 E. 3rd Street, Moorestown, NJ, 08057	$418,486,449	1083	8	A percentage of AUM, Hourly charges, Fixed fees
2	70 East Main Street, Moorestown, NJ, 08057	$326,300,000	1039	8	A percentage of AUM, Hourly charges, Fixed fees
3	212 West Route 38, Suite 106 Moorestown, NJ, 08057	$259,407,105	677	4	A percentage of AUM, Hourly charges, Fixed fees
4	1223 N. Church Street, Moorestown, NJ, 08057	$112,554,400	220	10	A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Moorestown, New Jersey

LANE HIPPLE - WEALTH MANAGEMENT GROUP

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QualificationsFirm CRD# 165321

Assets Under Management $418,486,449

No. Of Clients1083

Clients Per Financial Advisor135

LANE HIPPLE - WEALTH MANAGEMENT GROUP is a financial advisory firm situated in Moorestown, New Jersey. With a nearly $418M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1083 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

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QUAKER WEALTH MANAGEMENT LLC

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QualificationsFirm CRD# 284546

Assets Under Management $326,300,000

No. Of Clients1039

Clients Per Financial Advisor130

QUAKER WEALTH MANAGEMENT LLC is a financial advisory firm situated in Moorestown, New Jersey. With a nearly $326M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1039 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

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BLUEFIN FINANCIAL

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QualificationsFirm CRD# 288375

Assets Under Management $259,407,105

No. Of Clients677

Clients Per Financial Advisor169

BLUEFIN FINANCIAL is a financial advisory firm situated in Moorestown, New Jersey. With a nearly $259M assets under management, the firm specializes in crafting personalized retirement planning solutions for 677 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

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COPPER BEECH FINANCIAL GROUP, LLC

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QualificationsFirm CRD# 313156

Assets Under Management $112,554,400

No. Of Clients220

Clients Per Financial Advisor22

COPPER BEECH FINANCIAL GROUP, LLC is a financial advisory firm situated in Moorestown, New Jersey. With a nearly $113M assets under management, the firm specializes in crafting personalized retirement planning solutions for 220 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Selection for other advisors
Other (ON-GOING CONSULTING SERVICES)

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Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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