Princeton Value Advisors is a unique financial services firm focused on achieving your financial objectives. We are lead by Dr. David Wertz who combines three decades of exceptionally successful investment experience with an analytical and client-centric approach to accumulating and managing your wealth.

Proven Methodology Focused on Your Definition of Success

Our guiding principle is our philosophy of value investing – a practical, scientific methodology that has paid off for Dave Wertz over the years and that we use to help you at any stage in your financial life. Whether you are just starting out, seeking to make the most of your established investments, or planning for your successful retirement, Princeton Value Advisors can guide you in making rational, value-based investment choices to produce the results you require.

A Record of Success

Dr. Wertz has outstanding financial/analytical credentials in the form of a Ph.D. in Computational Chemistry, a background as an entrepreneur, and passing prestigious certifications exams like the three rigorous Chartered Financial Analyst^TM exams and the comprehensive Certified Financial Planner^TM exam. But his own investment history speaks just as favorably. For example, his IRAs are up 370% since the end of 1999, while the market as measured by the Standard and Poor's 500 Index is down 10%:

Comprehensive, Individually Tailored Financial Advice

Our mission is to provide you and your family with sound financial advice and the highest quality, individually-tailored, professional services. For us, that means knowing and meeting each client's needs and priorities. Perhaps you prefer to keep your investments safe and steady, even if this means passing up the opportunity of making sizeable gains. Or you may be willing to take carefully considered risks with some or possibly all of your assets – if doing so is likely to be well rewarded. No matter what your objectives, we have the expertise to create the investment strategy and portfolio that best meets your goals and your priorities for the long term.

Why We Can Do A Better Job For You

We are fee-only financial advisors, so 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.

Let's Get Started Planning Your Financial Success

Call (609) 683-8005 or email Dr. Wertz at dwertz@PrincetonValue.com today. Your initial consultation is free and without obligation.