Best Financial Advisors near Camden, NJ

There are no firms listed in Camden itself yet; the 15 below are the closest options, from towns including Philadelphia, PA (6, 5 mi), Moorestown (3, 8 mi) and Mt Laurel Township (2, 8 mi).

2 open weekends · 14 rated 4.5+

Data verified October 26, 2026

Schwartz & Associates CPA

Schwartz & Associates CPA

5.0 86 reviews
“Within our partnership, each representative encountered has taken the initiative to walk alongside of me, answering questions, providing support, offering words of encouragement, and fulfilling financial tasks/projects as needed.”
Coupons & offersSince 2006
Turnersville, NJ · 11 mi from Camden
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Tristate Financial Advisors

Tristate Financial Advisors

4.9 55 reviews
“They've helped my family structure the right retirement plan for our needs now and when it's time to retire.”
Free consultationSince 2019
Philadelphia, PA · 5 mi from Camden
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Zenith Wealth Partners

Zenith Wealth Partners

5.0 51 reviews
“I highly recommend this firm, especially to those who feel they would benefit from working with a minority-owned business.”
Since 2020
Philadelphia, PA · 5 mi from Camden
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Liberty One Wealth Advisors

Liberty One Wealth Advisors

5.0 62 reviews
“The entire team is personable and you can tell they work hard for their clients.”
Since 2021
Philadelphia, PA · 5 mi from Camden
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Worry Free Tax & Financial Solutions

Worry Free Tax & Financial Solutions

5.0 109 reviews
“He has been incredibly helpful, providing not just the return itself but also some valuable advice on how to handle various state and local registrations.”
Virtual consultationsServes United States, abroadSince 2015
Havertown, PA · 11 mi from Camden
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Ausperity Private Wealth

Ausperity Private Wealth

5.0 49 reviews
“Geoff and the team over at Ausperity provide professional advice with integrity and transparency.”
Since 2021
Moorestown, NJ · 8 mi from Camden
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The 15 firms listed for Camden, NJ provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Camden, NJ

The 15 firms on this page are rated from 4.4 to 5.0 across 1,548 reviews; 9 have 50 or more reviews and 14 are rated 4.5 or higher. The topics that come up most in reviews of the firms on this page are "communication", "knowledge" and "patient". 2 are open on Saturdays. The services the firms on this page list most often on their websites are business services (2), services for individuals (2) and tax services (2). 1 has a BBB rating of A or A+. Domain records put 8 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 2 offer payment plans; 4 offer a free initial consultation; 1 is family- or locally-owned and 1 lists coupons or special offers. We have a website on file for all 15 of the firms on this page; 12 publish a contact page; 12 list a public email and 4 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Camden take financial planning bookings online?

4 of the 15 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.

USA Tax Service

USA Tax Service

4.6 35 reviews
“There's nobody I trust more concerning tax knowledge, reliability to complete my tax forms, and treat me with the upmost respect at all times.”
Since 2000FinancingPrices online
Philadelphia, PA · 5 mi from Camden
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Jumping Jack Taxes

Jumping Jack Taxes

4.9 112 reviews
“The customer service experience is A1 and they really prioritize building a relationship with you as a client to ensure they are doing everything they can to help you reach your financial goals as a company.”
Virtual consultationsFree consultationSince 2017
Philadelphia, PA · 5 mi from Camden
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Leonard Financial Solutions

Leonard Financial Solutions

5.0 66 reviews
“He guided me through the process smoothly, explaining all the details and options available.”
Free consultationVirtual consultationsSince 2017
Mt Laurel Township, NJ · 8 mi from Camden
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Family Wealth Management

Family Wealth Management

5.0 42 reviews
“I have known Marty for almost his entire career since 1976 and have always felt like he has never steered me wrong with my investments.”
Since 2008
Marlton, NJ · 9 mi from Camden
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Peak Wealth Partners

Peak Wealth Partners

5.0 123 reviews
“Mike and Dana have my best interest in mind and I highly recommend you use their services.”
Since 2019
Mt Laurel Township, NJ · 8 mi from Camden
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Quaker Wealth Management

Quaker Wealth Management

5.0 42 reviews
“Pete and Nick have successfully guided us financially through our retirement years.”
Since 2006
Moorestown, NJ · 8 mi from Camden
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Alloy Silverstein

Alloy Silverstein

4.8 35 reviews
“Detailed orientated and great customer service.”
Since 1997Family-owned
Cherry Hill Township, NJ · 6 mi from Camden
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Apex Tax Advisors

Apex Tax Advisors

4.4 23 reviews
“I tell anyone who asks how much I trust John Miller and everyone at Apex.”
BBB A+Since 2007
Moorestown, NJ · 8 mi from Camden
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AJ Moore Consulting Corp

AJ Moore Consulting Corp

4.5 16 reviews
“She helped me start my first business while getting my taxes done!”
Free consultationSince 2011FinancingPrices online
Philadelphia, PA · 5 mi from Camden
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HomeWealth Management AdvisorsNew JerseyCamden, NJ

Why these companies made our list

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