Enlight Financial
“Shah has been thorough, consistent, meticulous, and more than just a financial planner or advisor; she's your advocate.”
Best Financial Advisors near Hamilton, NJ
There are no firms listed in Hamilton itself yet; the 15 below are the closest options, from towns including Hamilton Township (8, 2 mi), Yardley, PA (3, 10 mi) and Lawrence Township (1, 5 mi).
2 open weekends · 12 rated 4.5+ · 2 show a license
Data verified October 26, 2026
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Personal Wealth Strategies
“PWS goes a step further by arranging 2 zoom meetings a year to discuss the status of our investments and to explain what changes if any they recommend to maximize the growth of our holdings.”
Mercadien
“The team at Mercadien provides us with ongoing support and insight that truly makes them a partner in our business.”
Mercer Wealth Management
Nowak & Gehan, CPA
“They have always been very professional and available for any questions I have had.”
Dedicated Senior Advisors
“Great service and friendly, efficient staff from top to bottom!”
The 15 firms listed for Hamilton, 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: Hamilton, NJ
14 of the 15 firms on this page have a rating, from 4.2 to 5.0 across 107 reviews; 12 are rated 4.5 or higher. 2 are open on Saturdays. 2 show a license on their websites. Domain records put 12 websites of the firms on this page at ten or more years old; the oldest dates from 2000. 2 offer payment plans; 4 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for 14 of the firms on this page; 13 publish a contact page; 12 list a public email and 1 takes 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 any financial advisers listed for Hamilton offer a free first meeting?
4 of the 15 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
Joseph Tramontana Financial Advisor
“I had so many questions for him and not once did I ever feel rushed, he was so patient and knowledgeable which has helped me tremendously.”
Thrive Financial Services - Hamilton Branch
Yardley Wealth Management
“Yardley Wealth Management has proved to be a very competent and professional organization to my husband and I.”
SEC Financial Services
“Excellent service, she is very dedicated and takes all her time with her clients, I recommend it 100%.”
Kolenda & Associates Cpas
“Very Professional as well as very very smart and easy to work with.”
Lucash Richard J CPA
“He was helpful and professional and processed the taxes in a timely manner.”
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SG Wealth Management
“One thing that stands out is that our options are laid out for us in a very detailed manner.”
Credit Counseling Center
“I followed their advice and was able to get my score from 595 to 788 in 2 years.”
Edelman Wealth Management Group
“Most of my retirement planning is handled by Scott and I feel safe and respected each time I talk with him or another member of the team.”
Why these companies made our list
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