What this article covers
Find financial advisors in Brick, New Jersey ready to help with your financial planning needs so you can enjoy life more with less money stress.
Financial Advisor Directory for Brick, New Jersey
📍 Advisors Who Serve Clients in Brick
These advisors can meet with you in person in Brick.
Key Takeaways
You can compare Brick financial advisors by credentials, specialty and verified client reviews before you contact anyone.
The advisors featured above can meet with clients in Brick. Profiles include Certified Advisor Reviews™, designations such as the CFP® and the services each advisor offers.
Brick’s flood exposure, public-sector jobs and New Jersey’s retiree-friendly income tax rules shape the planning help many residents need.
Superstorm Sandy damaged about 2,280 Brick homes in 2012, so flood insurance deserves a close look for anyone near the water. Many residents work for the local hospital, school district or township and earn state pensions, and retirees benefit from New Jersey’s rules that leave Social Security untaxed and exclude much pension and IRA income.
Interview more than one advisor and confirm how each one is paid.
Ask about services, fees and whether the advisor acts as a fiduciary, then check their background for free on the SEC’s Investment Adviser Public Disclosure website before you hire.
Financial Planning Considerations for Brick Residents
Every city has its own financial landscape. Here are a few local factors worth discussing with a Brick financial advisor.
Flood risk after Superstorm Sandy
Superstorm Sandy damaged about 2,280 homes in Brick in October 2012, with barrier island and waterfront properties hit hardest. Standard homeowners policies do not cover flooding, and a new National Flood Insurance Program policy usually takes 30 days to take effect. NFIP coverage for a single-family home tops out at $250,000 for the building and $100,000 for contents, so owners of higher-value homes may want to ask about excess flood coverage. About one-third of NFIP claims from 2013 to 2023 came from outside high-risk flood zones.
Hospital, school and township pensions
Hackensack Meridian Health, which runs Ocean University Medical Center in Brick, is the township’s largest employer with 1,750 workers, followed by the Brick Board of Education (1,701) and the Township of Brick (590). Certified teachers join New Jersey’s Teachers’ Pension and Annuity Fund, while many non-certificated school and municipal workers may qualify for the Public Employees’ Retirement System. For newer tiers, pension contributions stop at the Social Security wage base, and pay above it goes to the Defined Contribution Retirement Program, so know your tier before deciding how much more to save.
Retiring in Brick under New Jersey tax rules
Brick’s average residential property tax bill was $7,668 in 2024, below the statewide average of $9,898, according to New Jersey Division of Taxation data. New Jersey does not tax Social Security, and residents 62 and older with total income of $100,000 or less can exclude up to $100,000 of pension, annuity and IRA income on a joint return ($75,000 single), with a partial exclusion up to $150,000. Homeowners 65 and older can also look into Stay NJ, ANCHOR and the Senior Freeze, whose rules change with the state budget.
The Benefits of Hiring a Financial Advisor in Brick
Hiring a financial advisor can be a great move to help you build a long-term investing strategy. Advisors can help you build an investment portfolio to meet your financial goals and help you plan appropriately for retirement.
As a resident living in Brick, hiring a financial advisor who lives nearby and understands the local economy, cost of living, and regional employers can be quite valuable, especially if your individual circumstances are deeply tied to such factors.
Who are the largest employers in the Brick area?
These are the largest employers in Brick Township as reported by the township. Highlighted companies link to Q&As with advice from financial advisors who work with their employees.
- Hackensack Meridian Health (Ocean University Medical Center) 1,750 employees
- Brick Township Board of Education 1,701 employees
- Township of Brick 590 employees
- WalmartRead advisor Q&A →300 employees
- Costco 266 employees
- TargetRead advisor Q&A →245 employees
Work for one of these companies or another large employer? Explore our employer Q&As for advice on making the most of your benefits.
Source: Brick Township Board of Education, Annual Comprehensive Financial Report FY2025, Exhibit J-15 Principal Employers (2025 data, citing Brick Township). Brick Township reported only six principal employers for 2025.
Do you work for one of the largest employers in Brick? If so, there’s a good chance the local financial advisor you hire will also have other clients who work there. This knowledge could prove valuable if they are already familiar with your employee benefits, such as a 401(k) plan, Health Savings Accounts, and other components of your total compensation package.
When you reach out to financial advisors you’re considering hiring, let them know where you work and ask if they are familiar with your employer’s unique benefits and compensation structure.
Types of Financial Advisors You’ll Find on Wealthtender
Thousands of people visit Wealthtender each month to find and compare financial advisors based on their location, education, experience, areas of specialization and online reviews. Wealthtender’s Certified Advisor Reviews™ help consumers make informed hiring decisions with important details about the relationship between reviewers and advisors always displayed to ensure you gain the transparency you deserve when your life savings could be at stake.
On Wealthtender, you can explore a diverse range of financial advisors and wealth management firms that include:
- Fiduciary advisors committed to acting in clients’ best interests
- CFP® professionals with advanced financial planning credentials
- Fee-only advisors compensated solely by clients
- Advisors for growing families, people nearing retirement, and business owners
- Specialists across multiple categories (e.g., life stage, occupation, ethnicity, lifestyle, religion)
- Highly-rated advisors with positive client reviews
- Firms of varying sizes with advisors who can meet with you in person or online
- Fee-based advisors who offer access to insurance and alternative investments
How to use this directory: Compare financial advisors in the Brick area based on what matters most to you. Use the directory to:
- View advisor profiles to evaluate credentials, services, and areas of specialization
- Read Certified Advisor Reviews™ to learn what clients value most
- Identify advisors recognized with Wealthtender Voice of the Client Awards™
- Contact advisors and schedule free introductory video calls
Quick Tips For Hiring a Brick Financial Advisor
Before hiring a financial advisor in Brick, here are a few quick tips to help you find the best advisor for you.
Decide Which Services You Need
Before hiring an advisor, determine what services you need from them. Whether it’s full-service investment management or a plan focused on a specific area of your finances, put together a list of what you’d like help with before contacting an advisor.
Though most people use a financial planner simply to invest for retirement, this is only a small part of what many advisors offer. Here’s a quick rundown of potential services a financial advisor may offer you:
- Budgeting and money management
- Debt management
- Insurance planning
- Retirement planning
- Other investment planning
- Inheritance planning
- Estate planning
- Tax planning
As you can see, financial advisors can help you with your entire financial picture, not just investing. As you start to plan for life’s bigger milestones, you should consider finding a financial advisor who specializes in those areas.
Finding the right advisor can help you minimize risk, maximize gains and take advantage of tax breaks while investing for your future. They can also help you protect your assets with the right kinds of insurance and help you pass on your financial legacy with a proper estate plan.
Consider Your Budget and Payment Preferences
Once you have a list of services you would like, review the fee structures financial advisors offer. Finding a balance between the services you need and the cost of those services will help narrow down the field of advisors you may want to work with.
If you are looking for a full-service advisor to manage all of your investments, consider searching among fee-based financial advisors. If you want to manage your money yourself, consider the flat fee and monthly subscription advisors for ongoing support.
Interview Multiple Financial Advisors
Once you have chosen the services and fee structure you prefer, it’s time to contact a few advisors and interview them. Here are questions to ask financial advisors:
- What services do you provide?
- What are all the ways you get paid? (fee transparency)
- What is your investment strategy?
- How do you measure investment performance?
- How do we communicate about my plan?
Interview multiple advisors to get a feel for who you want to work with. A combination of fees, services, and customer service will help you determine the best fit for your financial advice.
Review Financial Advisor Credentials
Once you find an advisor (or two) you feel comfortable with, it’s always a good practice to check their credentials and the firm’s details. You can do this at the Investment Adviser Public Disclosure (IAPD) website.
You can check both the individual and the firm to view their background and experience details, as well as any disciplinary action taken against them or their firm.
As licensed financial professionals, there is oversight into how financial advisors conduct business, so running a quick (free) check on them is recommended.
For additional information about advisor credentials, read our article to learn the most popular designations held by financial advisors, as well as specialized credentials which may be important to consider if you have unique financial planning needs.
Frequently Asked Questions
Financial advisors and wealth management firms that consistently receive superior client reviews can also qualify for Wealthtender’s Voice of the Client Awards™ designed to recognize America’s most trusted advisors. Learn More About Wealthtender Voice of the Client Awards™
Clients and other individuals can submit reviews for financial advisors and wealth management firms that have turned on the reviews feature. Before each review is publicly displayed, financial advisors agree to disclose important information about their relationship with the reviewer to ensure consumers gain the transparency they deserve when their life savings could be at stake. These disclosures also help financial advisors satisfy compliance with industry regulations.
After financial advisors provide the required disclosures, Wealthtender publishes the review with the Certified Advisor Review™ mark. Learn More About Certified Advisor Reviews™
For example, financial advisors who have earned their Certified Financial Planner (CFP) designation are fiduciaries. To hold themselves out as a CFP, these credential holders must acknowledge they will adhere to the CFP Board’s Code of Ethics and Standards of Conduct and act as a fiduciary when providing financial advice to their clients. Learn More About Fiduciary Financial Advisors
When viewing financial advisor profiles on Wealthtender, look for the Compensation Methods section that shows ways each financial advisor can be paid for their services, including if they offer fee-only financial planning services. Learn More About Fee-Only Financial Advisors
Please note: Wealthtender may be compensated by financial advisors featured on our site and within this guide. Learn more about how we operate with integrity to earn your trust.
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About the author
Founder & CEO and Editor-in-Chief, Wealthtender
Brian Thorp is the founder and CEO of Wealthtender and its Editor-in-Chief. With more than 25 years in the financial services industry, he is applying his experience and passion at Wealthtender to help more people enjoy life with less money stress.
Brian and his wife live in Austin, Texas.
Wealthtender is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. ➡️ Find a Local Advisor | 🎯 Find a Specialist Advisor