Highland Financial Advisors
We are an independent Registered Investment Advisory firm serving high-net-worth families and individuals nationwide from our location in Wayne, NJ. We differ from other firms because we emphasize a team approach to managing your finances and investments. Though you work with a primary wealth advisor, you always receive the support of our entire team. And because we are a fee-only, fiduciary advisor, you can rest assured that our recommendations are made in your best interest, not so we can earn a commission.
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We’ve sourced this information directly from the business, so there may be some errors or omissions. If you have any feedback or suggestions on how we can improve this feature, we'd love to hear from you!
- Financial Planning and Investment Management
Sentiment Analysis
I know that, as an attorney, when I recommend my clients work with him, they are extremely happy with his services.
I am the managing partner of the Murray Firm, LLC which provides Estate Planning, Special Needs Planning and Elder Law Planning to clients in New Jersey, New York and Pennsylvania.
Joe is trustworthy, competent and skilled in helping clients understand cash flow and create financial goals, and does so with empathy and sensitivity to the challenges that divorce brings.
With such uncertainty in the financial markets, it's comforting to know that our portfolio is in good hands and we can focus on enjoying our retirement.
I have been collaborating with Joe Goldy and his team at Highland Financial Advisors for several years now, and I cannot speak highly enough of their services.
I have been incredibly impressed - not only with the results they achieve for their clients from a financial perspective, but also the level of attention they give to each client and the way they work to address all facets of their clients' financial well being.
They have taken the time to teach, review, and re-review both personal (investing, IR As, 529 guidance, etc) and business (401k, Safe Harbour, profit sharing, etc) options and opportunities for us in addition to being extremely personable every step of the way.
They’ve really taken the time to get to know us, learn what our goals and priorities are, and have developed a comprehensive plan to help us achieve those goals.
Their team of experts genuinely cares about their clients' financial well-being and provides personalized financial planning, tax advice, and investment management that have significantly impacted my financial journey.
They are personal, kind, and help you make better decisions for your financial future and more.
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