Welcome to Princeton Value Advisors, a financial services firm leveraging more than two decades of experience, as well as extensive knowledge of financial markets, products and planning, to create a unique approach to the challenges of investing and financial planning.

At Princeton Value Advisors, our mission is to help clients achieve their goals. We offer clients individually tailored advice for wealth management and financial planning. We offer clients a unique, successful method for managing their assets using a logic-based and systematic approach to financial planning and wealth management. Our senior advisor, David Wertz, Ph.D. utilizes his background in computational chemistry, as an entrepreneur, and extensive training in financial analysis to implement methodologies for evaluating when an investment is a good value and thus worth purchasing.

As fee-only financial advisors, our only income is our client's fees for services provided. We receive no commissions or fees from the sale of the products we recommend. This makes us an objective partner in your financial success -- solely guided by your goals and not influenced by commissions or other payments on the sale of the products we recommend.

Click on the sidebar or the menu above for more information about the experience, methods, and ideas that distinguish Princeton Value Advisors from other financial services specialists.

Call (609) 683-8005 today for a no-obligation, complimentary consultation.