The Warren Team
Serving the greater Warren, NJ, area.
Talk to the team
Location
Warren, NJ, 07059 (908) 757-5600
A team behind every plan
We’re not just financial advisors—we’re partners in your financial journey. The Warren team understands you and your aspirations and we’re here to help simplify your financial life. Serving central New Jersey for over 30 years, our credentialed professionals ensure responsive and accessible support. From business owners to medical professionals and executives, we’re always there when you need us, fostering open, caring relationships and helping you make smart decisions.
Already a client? Access your accounts.
Meet Our Team
Awards & Recognition
View All2026
NJBIZ Best Places to Work in New Jersey (2026)
2026
Forbes Top Next-Gen Wealth Advisors Best-In-State (2026)
2026
AdvisorHub 250 RIAs to Watch (2026)
2026
Forbes Best-In-State Wealth Advisors (2026)
2025
NJBIZ Best Places to Work in New Jersey (2025)
2025
Forbes Top Next-Gen Wealth Advisors Best-In-State (2025)
Every detail of your big picture
Beyond the six core areas of wealth management, we also offer specialized solutions including employee retirement account management, trust services, tax preparation, and business owner consulting. For businesses, we provide guidance for plan sponsors, plan participant education, and employee benefits programs.
Planning for retirement
Financial freedom in retirement is about creating a strategic plan for a viable, predictable, tax-efficient stream of income.
Investing with a plan-first mindset
We offer investment guidance designed to strike a balance between risk/return and align with your financial goals.
Preparing for the unexpected
Risk management is about being prepared. We can help verify that your current insurance policies fit your unique needs.
Managing my tax strategy
Every effective plan starts with an integrated tax strategy. Our team can help you manage your tax liabilities.
Building my legacy
Our team can build a plan that reflects your passions and provides for your loved ones, now and in the future.
Creating a financial plan
We will help you assess your situation, recognize and pursue opportunities, and craft a detailed financial plan.
Where we are
Our offices, one team
Primary office
Warren, NJ
25 Independence Blvd., Suite 102
Warren, NJ 07059
The primary office is listed first, followed by the remaining offices alphabetically. The team serves clients from every office and meets virtually across the region.
Warren, NJ
Warren, NJ 07059
What working together looks like
Discover
A no-cost conversation about where you are, what you own, and what you want money to do for the people you love.
Plan
A written plan covering income, tax, estate, and insurance — reviewed by a planner, a tax professional, and a strategist before you see it.
Implement
We put the plan to work: portfolios built to your risk tolerance, accounts consolidated, beneficiaries and documents aligned.
Review
Scheduled reviews each year — and a team that picks up the phone when life changes between them.
Insights from Warren Team
What we’re thinking about
Understanding Financial Certifications & Their Significance
Get to Know the Warren Team
7 Market Movers with the Warren Team
Newsroom and Resources
View All19 Wealth Enhancement Advisors Named to Forbes’ 2026 Top Next-Gen Wealth Advisors Best-In-State Ranking
19 Wealth Enhancement Advisors Named to Forbes’ 2026 Top Next-Gen Wealth Advisors Best-In-State Ranking
23 Wealth Enhancement Advisors Recognized on AdvisorHub’s 2026 Advisors to Watch Rankings
23 Wealth Enhancement Advisors Recognized on AdvisorHub’s 2026 Advisors to Watch Rankings
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
Get your second opinion
Meet with us and get your complimentary, hand-crafted Wealth Blueprint to serve your financial goals.
Wealth Enhancement uses your information to respond to requests and share product and service information. You can unsubscribe at any time. Review our Privacy Policy for more information.