Julius Wealth Advisors of Englewood

Julius Wealth Advisors of Englewood is a Financial Planner in Englewood, NJ. The firm provides 360° Wealth Advisory services that include balance sheet and cash‑flow analysis, investment strategy development, insurance protection, and college planning. It focuses on ambitious professionals who are balancing career, family and long‑term financial goals, offering a personalized approach that aligns wealth with the life they are building. The practice holds a 5.00‑star rating based on 200 customer reviews and serves clients throughout Englewood and the surrounding area.

The firm’s approach is rooted in the values of integrity, knowledge and passion passed down from the founder’s grandfather, Julius. Founder Jason Blumstein, CFACEO, draws on experience from major Wall Street institutions and emphasizes a collaborative, highly personalized style. The firm’s mission is to elevate clients’ wealth‑building game plan, help them create generational wealth, and empower the next generation with financial literacy. Its branding highlights a commitment to treating the entire financial picture, not just a portfolio, as a strategic, intentional endeavor.

Located on Sylvan Ave, Julius Wealth Advisors of Englewood sits just a short walk from the main road of Sylvan Avenue itself. It is about 0.2 miles from Hudson Terrace and the Palisades Interstate Parkway, roughly 0.3 miles from the Fort Lee Annex Post Office, and within 0.4 miles of both Upper School and School Number 1.

The business enjoys a strong local reputation, reflected in consistently high customer ratings, and an established track record built on a large base of customer reviews. These strengths underscore its reliability and the confidence clients place in its financial guidance.

With its comprehensive 360° advisory model and a reputation for excellence, Julius Wealth Advisors stands out as a trusted financial planner for Englewood residents seeking intentional, well‑crafted wealth strategies.