Dakota
Dakota
Book a Demo
Talk to an Expert

Florham Park Wealth Advisors

EST. AUM
$730,000,000

CONTACTS
4

CLIENT ACCOUNTS

Firm Details

Metro area New York City
CRD Number
Website florhamparkwa.com
Client types

Overview

Florham Park Wealth Advisors is an independent wealth management firm and RIA primarily serving affluent families and successful professionals. The firm is dedicated to providing personalized investment planning and guidance, custom-designing strategies based on client goals and risk tolerance. The practice operates in partnership with the &Partners network, leveraging institutional-grade resources, technology, and custody services provided by Fidelity Investments.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy