Connect with Top-Rated Financial Planners in Fairfield!

EP Wealth Management, LLC is a private wealth management solutions provider that helps individuals plan and protect their financial legacy. We offer a comprehensive planning process, the Legacy Compass, which ensures that our clients' financial goals are organized, understood, and accessible. Our experienced team of professionals provides customized solutions for wealth accumulation, wealth preservation, risk management, and financial planning. Our goal is to empower our clients to achieve financial autonomy and live their lives to the fullest.

Lifelong Investments is a financial planning and wealth management firm that helps individuals navigate the big financial moments in life, such as retirement, aging parents, or growing children. Our goal is to provide a fully customized approach to investment portfolios and inspire trust from our clients. We take a pulse on the market, allowing our team to navigate the major ups and downs. With our expertise, you can invest for all markets and get smart about the intersection of your money and your life.

U.S. Financial Services, located in Fairfield, NJ, offers a wide range of financial planning and investment services tailored to meet the needs of business owners, individuals, families, physicians, and women investors. With a team of experienced professionals, we help clients navigate through various stages of life, including retirement, career changes, starting a family, divorce, and losing a loved one. Our services include pension plan design, life plan navigator, community involvement, and more.

Financial Principles is a boutique, private financial advisory practice that provides comprehensive wealth management, investment, and long-term planning services to a select clientele of corporate executives, small business owners, retirees, divorcees, widow(er)s, and high-net-worth individuals and families. We offer real-world planning and advice that transcends generations, and are committed to upholding the highest standard of client care in the industry.

Bleakley Financial Group has been providing customized financial planning and wealth management services to a diverse array of clients across the country for more than 30 years. As an independent firm, we pride ourselves on delivering personalized guidance to fit the goals and lifestyle needs of each customer. With more than three decades of experience, our state-of-the-art financial planning comes with a personal touch. Our team consists of more than 100 investment professionals, from financial advisors and research assistants to client support associates. We've created a collaborative culture of innovation and excellence that's unmatched in the industry. At Bleakley Financial, you're our top priority, and we're committed to turning your financial vision into reality.