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 CFA® exams.    Only one in ten who try are
       successful.
     – 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.
    •








The Science of Financial Security

Welcome to Princeton Value Advisors, a financial services firm leveraging David Wertz's (Ph.D. Computational Chemistry) three decades of experience, extensive knowledge of financial markets, products and planning.

You have a choice of many financial advisors who offer investment advice and financial planning services. What is better about Princeton Value Advisors? My exceptional qualifications and a proven and successful investment selection process means that I can create the individually tailored investment strategy and financial plan that best fits your needs.

My mission is help you and your family stay secure, now and in the future. I offer clients individually tailored advice using a successful logic-based and systematic approach to financial planning and wealth management. I have an outstanding long term record of investment success (see panel to the left). This success is the result of my value investing philosophy (See Our Better Investment Method), the analytical skills that I learned as a Ph.D. in computational chemistry, extensive knowledge of financial products and services (see panel to the left) combined with over three decades of experience. I know that you worry about risk. I take your hopes and priorities and combine them with today's realities to produce the investment strategy anf financial plan that is right for you.

Our individually tailored services include:
  • Investment Selection and Wealth Accumulation Strategies
  • Financial Plan Creation, Implementation and Monitoring
  • Tax Advantaged Investments, including IRAs and 401(k)s
  • Retirement Planning
  • Planning for Higher Education

I will take the time to explain the options available to you and their pros and cons. That way you can be confident that your investment strategy or financial plan is in fact right for you, your goals, and your priorities. I will also review your plan or strategy regularly to make sure it continues to be right for you. As your situation or financial market's risks and oportunities change so will our advice.

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.

Click on the sidebar or the menu above for more information about the experience, methods, and ideas that make Princeton Value Advisors different and better.

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