Highland Financial Advisors, LLC of Wayne is a financial planner in Wayne, NJ. This fee-only registered investment advisor provides personalized wealth management, tax planning, and investment management services to high-net-worth individuals and families nationwide. The firm maintains a 5.00 rating and specializes in assisting clients navigating major life transitions, such as retirement, inheritance, business sales, divorce, or the passing of a spouse.
The firm operates as an independent fiduciary, emphasizing a team-based approach to managing finances. While clients work with a primary wealth advisor, they receive the collective support and expertise of the entire advisory team. Since 1987, the firm has focused on helping clients make informed decisions through professional practices centered on loyalty, due care, and transparency. Additionally, the firm provides specialized financial planning for dental practice owners, focusing on retirement preparation, business succession planning, and practice exit strategies.
Located on NJ-23, the office is situated near George Washington Middle School and is a short distance from the post office at MailBoxes & More....
Highland Financial Advisors, LLC of Wayne is recognized for its long-standing history of service and its commitment to the fiduciary standard. The firm is known for its dedication to putting client interests ahead of its own, ensuring that all recommendations are made with integrity and professional competence.
Through personalized planning and dedicated expertise, Highland Financial Advisors, LLC of Wayne helps clients achieve financial freedom and long-term stability.