Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
John P. Middleton, CFA, CAIA, AIF® joined Brighton Financial Planning in August 2008 and assumed ownership in February 2010. Prior to Brighton, John spent 7 years with the Invesco Quantitative Strategies Group as a Senior Director & Client Portfolio Manager. While with IQS, John was responsible for over 50 clients worldwide with approximately $2.5 billion in assets under management. At IQS, John was responsible for administrative portfolio management duties, portfolio attribution and on-going client reporting for all IQS strategies in which his clients were invested. Additionally, John was responsible...
Lance Armstrong (CRD# 4592423) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Columbia, NJ and has over 14 years of experience in the finance industry.
I'm Andrew Novick (CRD# 2909907), founder of The Investment Connection.
I've been a fee-only advisor my entire professional career, which spans more than 20years. Don't be fooled by commission-based advisers posing as fee-only planners. I am both an attorney and financial planner. Check out my website www.theinvestmentconnection.com for more information on working with me, including my fees and detail on my customized investment strategies. I focus on low-cost index strategy using ETFs and offer Socially Responsible Investments and Alternatives at no additional fee. Let's chat if you...
I help professionals and business owners sleep better at night by knowing that their investments are doing what they need to do to achieve their goals.
Mark Ukrainskyj (CRD# 4556276) is an Investment Advisor Representative working at Covenant Asset Management, LLC in Chester, NJ and has over 20 years of experience in the finance industry.
Brian Kayhart (CRD# 1678222) is an Investment Advisor Representative working at Commonwealth Financial Network in Bridgewater, NJ and has over 9 years of experience in the finance industry.
Donald Altomonte (CRD# 1064394) is an Investment Advisor Representative working at Prudential Financial Planning Services in Chester, NJ and has over 19 years of experience in the finance industry.