John Munley (CFP®)

John Munley focuses in the
following client markets or areas of practice:

  • Business Owners
  • College/Education Planning
  • Fixed Fee (Subscription, Retainer, etc.)
  • Medical Professionals
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

  • Portfolio Analysis & Investment Management 
  • Retirement Spending/Savings Plans
  • Annual Tax Planning & Preparation
  • Estate Planning
  • Student Loan Analysis/Refinancing
  • Life Insurance Analysis

Additional Information

Conflict-free, fee-only fiduciaries since day one. As a firm, wHealth Advisors is founded on THREE core values:

  • Transparent Fees: As true fee-only fiduciaries*, the only payments we receive are flat retainer fees paid to us directly from our clients via quarterly invoices. No hidden or embedded expenses. No kickbacks or commissions. No conflicts of interest. Clients deserve to know their advisor’s ALL-IN costs.

    *Our Fiduciary Oath, akin to a doctor’s Hippocratic Oath, means that we act in your best interest even when doing so is contrary to ours.

  • Comprehensive Planning: Our guidance relies on having a deep understanding of YOUR big picture. Life is not linear and financial plans are not static – we recalibrate your financial life to be aligned to your overarching life goals. Whether it’s proactively managing your cash flow and investments, planning and preparing your annual taxes, analyzing your various personal and professional insurances, or ensuring your estate documents reflect your intentions – we make sure ALL areas of your financial life receive the proper attention.
  • To Be a Force For Good: wHealth Advisors’ top priority is to provide the highest quality, objective financial planning to our clients – no exception. Additionally, we recognize that society’s most challenging problems cannot be solved by government and nonprofits alone. By harnessing the power of business, we use our technical skills, resources, and profits as a means to a greater end via community volunteerism, pro-bono services, and donating a % of our gross revenues to qualified 501(c)3 charitable organizations. 

NAPFA Start Date

September 03, 2019

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This Office

201 Montgomery St 2nd Floor Jersey City, NJ 07302-5052 Phone: (732) 852-5089

Other Offices

331 Newman Springs Rd Bldg 4 Red Bank, NJ 07701-5688 Phone: (732) 852-5089