Sax Wealth Advisors, LLC

Contact us today to schedule your complimentary discovery meeting:

Sax Wealth Advisors LLC is a fee-only, independent registered investment advisor offering comprehensive financial services built on trust, integrity and meaningful client relationships. The firm is committed to transparency and open communication through the investing and fee process, and currently has over $1 billion of assets under management.

As a wholly owned subsidiary of Sax LLP, a leading accounting, tax and advisory firm, Sax Wealth Advisors takes an academic, research-based approach to accumulating, protecting and transferring wealth and provides a wide range of strategies and services to help individuals reach their financial goals at every stage of life. Utilizing passive asset class investing and broad global diversification practices offers a lower cost, lower risk alternative to Wall Street’s traditional “beat the market” system, without compromising on value or results.

Sax Wealth Advisors is registered with the Securities Exchange Commission and complies with the highest fiduciary standards. As an independent investment advisor, Sax Wealth Advisors are able to provide objective advice focused solely on priorities and goals, and never on selling propitiatory investment products.


Advisors at this Office

Advisors at Other Firm Offices


This Office

12724 Gran Bay Pkwy W Ste 410 Jacksonville, FL 32258-9486 Phone: (973) 554-6023

Primary Office

389 Interpace Pkwy Ste 3 Parsippany, NJ 07054-1132 Phone: (973) 859-2199 Fax: (973) 859-2166

Other Offices

12724 Gran Bay Pkwy W Ste 410 Jacksonville, FL 32258-9486 Phone: (973) 554-6023
1040 Avenue of the Americas, 16th Floor New York, NY 10018 Phone: (212) 661-8640
960 SE Indian St Stuart, FL 34997-5606 Phone: (877) 552-2638 Fax: (781) 245-4114
607 North Ave Ste 18 Wakefield, MA 01880-1322 Phone: (877) 552-2638 Fax: (781) 245-4114
50 Nashua Road 112 Londonderry Square Londonderry, NH 03053 Phone: (603) 821-1450 Fax: (603) 434-9191
551 Madison Avenue, Suite 1201 New York, NY 10022-3390 Phone: (212) 661-8640 Fax: (212) 972-7495
10 S Main St Pennington, NJ 08534-2817 Phone: (609) 737-6600 Fax: (609) 964-1980