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Our Owner, David Wertz is Retiring so we are no longer taking clients
With or without a Financial Plan you are making decisions today that affect your future. A financial plan looks ahead and gives you a chance to balance what you want to do today with what you want to do 10, 20, 40 years from now.
We have the expertise to create the financial plan that fits you. This is shown by our seinor financial planner, Dave Wertz, PhD., passing the comprehensive the CFPTM exam. In addition, we are Fee Only advisors so our advice will be objective and guided solely by what is best for you.
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More pages about Financial Planning:
Why a Financial Plan
A Financial Plan is a way to get the most from your money both now and in the future. We will help you protect what you have already while at the same time preparing for the future.
While everyone's situation is unique, there are things that almost everyone's financial plan should include. However, these common things do change with your age. See the links to the left to our age specific financial planning pages.
What Sets us Apart as Financial Planners
We have the experience to help you and our financial plan will fit YOU. Our senior financial planner, Dave Wertz, Ph.D., has demonstrated the extent of his financial planning expertise by completing the equivalent of six college level courses that cover all aspects of financial planning and then passing the comprehensive the CFPTM exam.
A Good Financial Plan Fits YOU
A successful financial plan combines a knowledge of what is important to you -- your goals and priorities -- with the financial knowledge needed to to make your priorities a reality.
A Good Financial Plan is Realistic
A financial plan describes the actions that you should take today in order to achieve you goals in the future. Unfortunately, no one, including us, can reliably predict the future. Thus, it is certain that the future will different to a greater or lesser extent from what is anticipated in the plan. A financial plan that doesn't take this fact into account is unrealistic. That is why a we incorporate a "margin of Safety" into our financial plans which will allow you to reach your most important goals even if things do not work out as expected.
Our Senior Financial Planner
Princeton Value Advisors was founded to help individuals achieve their financial goals. We are headed by our senior financial planner Dr. David Wertz, who has
Why Princeton Value Advisors?