Unique Financial Advisors

Unique financial advisors is a fee-only financial planning firm located in Holmdel, NJ with satellite offices in Iselin, NJ, Princeton, NJ, and New York City. We serve clients locally, and across the country.  We believe busy professionals are under-served by traditional financial advisory methods - due to required asset minimums, and due to conflicting offerings from service providers. We are committed to change this paradigm. Accordingly, we serve as fiduciary, never earn a commission of any kind.

We provide customized financial planning, investment management, and tax services for busy professionals. Please visit our website to learn more about us and our services.


Advisors at this Office

Associates at Other Firm Offices


This Office

26 Broadway Fl 8 New York, NY 10004-1744 Phone: (646) 916-4620

Primary Office

999 Palmer Ave Ste 5 Holmdel, NJ 07733-1088 Phone: (732) 615-0380

Other Offices

33 Wood Ave S Ste 600 Iselin, NJ 08830-2717 Phone: (732) 507-9560
116 Village Blvd Ste 200 Princeton Forrestal Village Princeton, NJ 08540-5700 Phone: (609) 455-1060
26 Broadway Fl 8 New York, NY 10004-1744 Phone: (646) 916-4620