What Makes Us Better
  • Better Investment Method reduces risk and gives long term success. Since 2000 my IRAs are up 260% while the stock market is down 20%.
  • Better Qualifications:
     – Passed all three CFAtm exams.    Only one in ten who take
       the first exam pass the third.
     – Passed the Certified Financial
       Planner (CFP) exam.
  • Better Fee Structure:
     – We get no commissions from    our recommendations.
     – This keeps us focused solely
        on what is best for you.
We offer comprehensive financial services, including:
  • Wealth Accumulation Strategies
  • Financial Plan Creation, Implementation and Monitoring
  • Investment Selection and Advice
  • Tax Advantaged Investment
  • Retirement Planning
  • Planning for Higher Education
  • Estate Planning

Individualized Financial Services

As you consider seeking the advice of a financial advisor, it's important to assess what you need. Do you just need investment advice or do you also need a plan that shows you how to get you to where you want to go?   We offer both services.

Investment Advice

Each individual has their own objectives and goals for their investments. The investment strategy we follow and the portfolio we select will be designed to meet your goals. While each individual is unique, most golas are some combination of the following.

  • Investment Income
  • Wealth Preservation
  • Accumulation of assets for some purpose, like retirement or higher education expenses

Click the "For Investors" item above to learn more about our investment methodology, investment selection method, and our long term investment success record.

Financial Planning

A Financial Plan outlines the steps that you need to take to meet some goal. While a plan usually contains things that are to be implemented by others, such as an investment strategy to be executed by your investment advisor or a will to be created by your attorney, the focus is on what you need to do. The types of plans we create include the following.

  • Comprehensive long term plans
  • Rrement plans
  • Estate plans
  • Plans for paying for college tuition

Click on the sidebar for more information about Princeton Value Advisors and the knowledge, methodologies and philosophy that make us different and better.

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