How We Help

 

At HIGHLAND Financial Advisors, “What We Do Matters” is not just a tagline but the foundation for all our work. What we do matters because we are dedicated to helping you make informed decisions about your money and achieve your dreams. We are an especially good fit for those experiencing life changes such as:

 
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Retirement

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Inheritance or Other Windfall

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Sale of a Business

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Starting a Family

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Career Changes

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Divorce or Passing of
a Spouse

About Us

We are an independent Registered Investment Advisory firm serving high-net-worth families and individuals nationwide from our location in Wayne, NJ. We differ from other firms because we emphasize a team approach to managing your finances and investments. Though you work with a primary wealth advisor, you always receive the support of our entire team. And because we are a fee-only, fiduciary advisor, you can rest assured that our recommendations are made in your best interest, not so we can earn a commission.

Take the First Step

Our goal is to help you sleep well at night, knowing you have clarity about your options and confidence in your financial direction. If you want to see how we can work with you to achieve this, send us your email and we’ll reach out. We’ll ask some quick questions to learn more about you and offer ways we can help.

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