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Highland Financial Advisors, Llc

EST. AUM
$639,957,200

CONTACTS
3

CLIENT ACCOUNTS
1,151

Firm Details

Metro area North Jersey
CRD Number 125838
Website highlandplanning.com
Client types

Overview

They are an independent, Registered Investment Advisory firm based in Wayne, NJ, serving high-net-worth families and individuals nationwide since 1987. Their objective is to simplify clients' financial lives, help them achieve their goals, protect their family and lifestyle, and plan their legacy. They do this through a team approach that emphasizes their fiduciary duty to always act in their clients' best interest. And as a fee-only firm, clients can rest assured that they do not receive commissions—they are paid only by the client for the services they provide.

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Address

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

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