Experienced Retirement Planning

Fee-Only Retirement Planning Advisors

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Independent Expertise Symbol

Independent Expertise

We get to know you: your desires, your goals, your financial history. We use that knowledge and apply our collective experience to help you navigate your financial life.

Objective Symbol

Objective

Our philosophy is that Financial Planning is an ongoing process. We build a plan around you and your goals. We then seek to proactively identify current and emerging issues based on what we know about you, your situation and your financial objectives.

Building the Plan Symbol

Building the Plan

Our job is to help prioritize your goals and chart an achievable course of action with you.

WHAT DO YOU GET WITH ACCRETIVE

Our goal is to improve our clients’ financial lives. This starts with getting to know you – understanding what’s important to you, your goals, and your values.

Our client focus extends to the decisions we make about our business by being independent , maintaining objectivity, and minimizing conflicts of interest.

Accretive Wealth Partners minimize conflicts as fee only advisors.


Accretive has been faithfully serving the New Jersey Area since 19XX.

WHY WORK WITH US?

FEE ONLY

WE DON’T TAKE COMMISSIONS, THE ONLY SOURCE OF COMPENSATION WE RECEIVE IS FROM OUR CLIENTS.

100% INDEPENDENT

WE ARE NOT OWNED BY A BANK OR FINANCIAL INSTITUTION, YOU ARE WORKING WITH THE DECISION MAKERS.

30 YEARS+

CLIENTS NEED AN ADVISOR WITH A TIME HORIZON THAT MATCHES THEIRS, OUR PRINCIPAL’S EXPECTED CAREER LENGTH MATCHES UP WELL WITH THE AVERAGE CLIENT’S NEED FOR AN ADVISOR.

Low Turnover Symbol

Low Turnover

Too much activity in a portfolio tends to be an enemy of returns. More activity tends to lead to higher costs and greater tax bills.

Long Term Symbol

Long Term

On Wall Street, long term is often measured in days, weeks, or months. There is no advantage in thinking short term. We focus on making a smaller number of longer term decisions.

Evidence Based Symbol

Evidence Based

We construct portfolios based on what academic research has shown to be effective over longer periods of time.

On Going Monitoring Symbol

On Going Monitoring

Financial plans aren’t meant to sit on a shelf. People’s personal and financial lives change constantly and so will their plans. We monitor your plan to ensure it still aligns with your wishes.

Low Cost Symbol

Low Cost

We seek to get value in excess of what we’re paying. The higher the cost, the harder that is to achieve over the long term. We seek to express ideas in our portfolios in a cost–effective manner.

Prioritizing Goals Symbol

Prioritizing Goals

Everyone prioritizes their life differently. For some, earning a living is a result of necessity. For others, their careers are the most optimal path to philanthropic and family gifting goals.

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