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

Financial Advice

We are a full service financial advisors. This means that we offer both financial planning and investment advisory services.

We offer advice on specific quesrtions like like paying for education and long term care. We also provide comprehensive financial plans at any age with an emphasis on retirement planning.

Our investment advice services includes investment advice on how to invest money in the current market as well as long term investment strategies.

Contents of this page:

    Financial Planning Advice     Our Financial Planner Qualification     Investment Advice     Our Investment Advisor Qualifications

More pages about our Financial Advice:



Financial Advice and Financial Planning

Like most people, you have hopes and plans for yourself and your family. No matter your financial planning goals we can help: You could be looking for financial advice on a short term goals like buying a home. Or you might want our senior financial advisor, David Wertz, Ph.D., to prepare a financial plan to achieve long term goals like a retirement strategy or an estate plan that will help your loved ones for years to come.

Attaining these goals requires concrete steps on your part. Financial planning is the process of identifying the steps you need to take to achieve your dreams and goals.

We can help you set goals and adapt to changing life circumstances. Retirement planning is especially complex because it involves issues that you have not dealt with before.

What Sets us Apart as Financial Advisors and Financial Planners is:

  • Financial Planning involves both shaping the future to you advantage and making predcitions about the future. Unfortunately, no one can reliably predict the future. That is why our plans incorporate a "margin of safety" to deal with the unexpected when, not if, it occurs.
  • Our passing the Certified Financial Planner (CFPTM) exam. The CFP exam is the recognized standard for certifying people as financial planners.
  • We are Fee-Only financial advisors who get no commissions on the products we recommend. Thus, the financial advice we give is objective and guided solely by what is best for you.

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

Investment Advice

We understand that the job of YOUR investment advisor is investing money to help you meet YOUR goals. The investment strategy we follow and the investment portfolio we select will be designed to meet them. Usually these goals are some combination of:

  • Income for retirement or living expenses
  • Wealth preservation and/or wealth expansion
  • Accumulation of assets for particular purpose, like retirement or higher education expenses

What sets us apart as investment advisors is

  • Our investment success (See Investment Results 2000 - present ). This success is built on an investment strategy of Value Investing. Value Investing is a proven investment strategy that improves investment results while reducing risk because it requires each investment to have a "margin of safety".
  • Our passing all three Chartered Financial Analyst (CFATM) certification exams. The CFA exams are the recognized standard for certifying people as investment advisors and financial analysts. The exams are very hard -- only 1 in 10 who take the first CFA exam succeed in passing the third one.

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

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

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