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Our Owner, David Wertz is Retiring so we are no longer taking clients

The Science of Financial Security

We offer comprehensive, individually tailored financial advice, including investment advice and financial planning for clients ranging from those just starting as to those in or near retirement.

Contents of this page:

   Who We Are    Investment Advice    Financial Planing

More pages About Us:

Who We Are

David Wertz

Princeton Value Advisors was founded to help individuals achieve their financial goals. We are headed by Dr. David Wertz, who has

Outstanding Credentials:
  • a Ph.D. in Computational Chemistry
  • 30 year history of investment success.
  • passed the CFPTM exam and all 3 CFA logo exams. Note: Only 1 in 10 who take the first CFA exam pass the third one.

Fee-Only Advisor

We are fee-only financial advisors, which means that we receive no commissions or fees from the sale of the products we recommend. Thus, we are objective and guided solely by what is best for you.

Investment Advice

As Value Investors we are determined to get good value for each of your savings dollars.

Dave Wertz has an exceptional 30 year investment success record. For example, his IRA are up over 400% since 2000 while the stock market is up only about 60%.

Dave's IRAs are up 350% versus S&P

This investment success is based on a philosophy of Value Investing. Value Investing is a proven methodology that produces higher returns with reduced risk. Adding to the benefit of Value Investing is the knowledge Dr. Wertz gained in preparing for the 3 rigorous CFA exams.

See our Investment Advice page for more about our investing services.

Let's Get Started Planning Your Financial Success

Click for the BBB Business Review of this Financial Advisor in Mount Laurel NJNo question is too small."

Your initial consultation is free and without obligation.

Click Here to have Dr. Wertz contact you.

or Call (856) 581-9075

Financial Planning

Financial planning is the process of deciding how to get from where you are now financially to where you want to be. We help clients ranging from those just starting to those in or near retirement achieve their goals.

See our Retirement Planning and Financial Planning pages for more about our financial planning services.

What Sets Us Apart

Value Investing It has enabled Dr. Wertz to achieve a 30 year record of investment success.

In depth analysis We do not use a cookie cutter approach. Instead, we fit our advice not only to your circumstances but to the state of the fundamental forces that history shows determine long term results.

Fee Only Advisor This means we are objective and guided solely by your goals.

Outstanding Credentials give superior results. Dr. Wertz passed the CFPTM and all 3 CFA certification exams. Note: Only 1 in 10 who take the first CFA exam pass the third one.

Princeton Value Advisors
Financial Advisor
David Wertz, Ph.D. used his successful, value-based approach to financial well-being and stability for clients of all ages and financial backgrounds.
9 Pecan Court
Mount Laurel, New Jersey
(856) 581-9075

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