RegentAtlantic Capital

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

Acorn Financial Services, located in Morristown, NJ, specializes in assisting individuals and businesses in growing and protecting their wealth through tailored financial solutions. With a commitment to the financial and personal well-being of their clients, the firm offers a range of quality services backed by leading financial organizations. Serving clients across the Northeast, including New Jersey, Pennsylvania, New York, and Connecticut, Acorn Financial focuses on building trusted relationships and innovative strategies to help clients achieve their financial goals. Their approach recognizes the unique needs of each client, fostering a partnership to bring clarity to financial plans and support long-term objectives. Generated from the website

Tucker Capital is a highly experienced team of intermediaries and advisors based in Princeton, NJ, with a focus on serving the long-term financial interests and missions of their clients. With a passion for mindful attention and care, they provide strategic advisory services, facilitate M&A processes, and foster strategic partnerships, specializing in sectors such as educational publishing, educational technology, consumer products, and media. Driven by a commitment to making a meaningful impact, Tucker Capital works closely with business leaders who are dedicated to their entrepreneurial pursuits. Their expertise, credibility, and extensive network enable them to move quickly and provide comprehensive support, while their size allows them to fully invest in their clients' journeys. With a strong track record and a focus on protecting their clients' interests, Tucker Capital is a trusted partner for organizations seeking transformative revenue-enhancing initiatives and sustainable growth.Generated from the website