Investment Strategies Advisors

Kiely Capital Management, based in Morristown, NJ, specializes in financial planning and investment advice, serving clients throughout Central and Northern New Jersey. With over 25 years of experience, founders Yvonne and Bernard "Bernie" Kiely provide discretionary asset management, retirement planning, and income tax preparation with a commitment to honesty and integrity. The firm operates as a Fee-Only registered investment advisor, ensuring that their advisors act in the best interest of their clients without conflicts of interest. By adhering to a Fiduciary Standard, Kiely Capital Management emphasizes transparency and unbiased advice, focusing solely on delivering quality financial guidance. Generated from the website

Mercer Advisors helps high-net-worth individuals and families in New Jersey area live the lives they want — now and in the future. We're a unified team: Advisors, planners, investors, accountants, and estate strategists that design – and execute – your financial plan. We are a true family office for all families. We put multiple wealth drivers to work: We don't rely solely on investment returns to help achieve your goals. We look at your entire financial picture, including taxes, estate, and insurance. We put you first: Our advisors don’t sell proprietary investment products and are focused on serving you, not on finding new clients.