If you’re looking for a financial advisor in Cherry Hill, NJ, Independence Wealth is here to help. We specialize in working with pre-retirees and retirees throughout South Jersey who want a clear, coordinated financial plan — one that addresses taxes, income, investments, and long-term goals all in one place.
Serving Cherry Hill and the Surrounding South Jersey Area
Our office is located just minutes from Cherry Hill in Voorhees, NJ. We regularly work with clients from Cherry Hill, Voorhees, Marlton, Mount Laurel, Haddonfield, Medford, and communities throughout Gloucester, Camden, and Burlington County.
Whether you prefer to meet in person or virtually, we make the process straightforward and convenient.
Who We Help
We work with individuals and families who have done the hard work of saving and are now focused on making smart decisions with what they’ve built. Most of our clients:
- Are between the ages of 55 and 70
- Have $750,000 or more in investable assets
- Want a fiduciary advisor who puts their interests first
- Are looking for a comprehensive plan — not just investment management
- Are approaching retirement or already retired and want to make their money last
We also work with Cherry Hill area business owners who are planning a business exit, transition, or succession.
Our Financial Planning Services
Eric Nelson, CFP® and CEPA, founded Independence Wealth to provide South Jersey families with the kind of comprehensive, personalized financial planning that’s typically reserved for much wealthier clients. Our services include:
Retirement Planning We help you answer the questions that matter most — Can I afford to retire? How much can I spend? Will my money last? — and build a roadmap to get you there with confidence.
Investment Management We manage evidence-based, low-cost investment portfolios aligned with your goals and risk tolerance. No market timing, no stock picking, no conflicts of interest.
Tax Planning New Jersey has one of the most complex tax environments in the country. We help you minimize lifetime taxes through Roth conversions, strategic withdrawals, asset location, and proactive planning coordinated with your accountant.
Retirement Income Planning We help you convert your savings into a reliable income stream by optimizing Social Security timing, pension decisions, and withdrawal strategies so you can maintain your lifestyle without worrying about running out.
Estate Planning We work alongside your estate planning attorney to make sure your accounts are properly titled, your beneficiaries are up to date, and your assets are positioned to transfer according to your wishes.
Business Exit Planning As a Certified Exit Planning Advisor (CEPA), Eric helps Cherry Hill area business owners evaluate exit options, understand the financial implications of a sale or transition, and build a plan to maximize what they walk away with.
Why Cherry Hill Families Choose Independence Wealth
Fiduciary standard. As a registered investment advisor (RIA), we are legally required to act in your best interest. We do not earn commissions or receive incentives for recommending specific products.
Truly independent. We have no affiliation with any bank, brokerage, or insurance company. That means our recommendations are based entirely on what’s right for you — not what benefits us.
Comprehensive approach. We look beyond your investment portfolio. Taxes, income, estate planning, and long-term goals are all part of the conversation from day one.
Personal and accessible. Eric works directly with every client. You won’t be handed off to a junior advisor or a call center. We meet twice per year proactively and are always available in between when life happens.
What to Expect When You Work with Us
Our process is straightforward and low pressure:
- Introductory Call — A short call to learn about your situation and see if we’re a good fit for each other.
- Independence Wealth Blueprint Presentation — Our first working meeting where we dig into your financial picture and the questions that brought you to us.
- Discovery Meeting — We present our observations, recommendations, and a full picture of how we’d work together going forward.
There’s no obligation at any step. Our goal is to make sure the fit is right for both of us before moving forward.
Frequently Asked Questions
Do you work with clients outside of Cherry Hill? Yes. While we are based in Voorhees and serve many clients in Cherry Hill and Camden County, we work with clients throughout New Jersey and virtually across the country.
How much do you charge? We charge an annual fee based on assets under management. There are no commissions, no hidden fees, and no surprises.
What if I already have a financial advisor? We’re happy to provide a second opinion. Many clients come to us after feeling like they weren’t getting the attention or comprehensive planning they deserved elsewhere.
Do I need a certain amount of money to work with you? Our new client minimum is $750,000 in investable assets.
Take the First Step
If you’re looking for a financial advisor in Cherry Hill, NJ who will take the time to understand your goals, build a plan around your life, and be there when you need them, we’d love to connect.
Schedule a complimentary introductory call today — no pressure, no obligation.
Schedule a Complimentary Consultation
Independence Wealth Advisory Services LLC is a registered investment adviser in the State of New Jersey. Registration does not imply a certain level of skill or training.