Independence Wealth

Independence Wealth (CRD# 297032) is a financial advisory firm headquartered in Voorhees, NJ. They manage $52,625,726 in 218 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
221 Laurel Road, Suite 180, Voorhees, NJ 08043
http://independence-wealth.com/
By the Numbers
  • Total Assets Under Management
    53
    MILLION
  • Total Number of Accounts
    218
    ACCOUNTS
  • Average Account Value
    $241,402
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ, PA

Financial Advisors at Independence Wealth
Showing 1 - 1 of 1 top financial advisors.
1
Eric Nelson, financial advisor Voorhees Township NJ
Eric T. Nelson
CRD#: 5885266
221 Laurel Road, Suite 180, Voorhees Township, NJ 08043

Eric helps his clients achieve financial independence. Eric is dedicated to learning about his clients’ personal goals and by focusing on their specific financial needs. Through a rigorous review process, Eric’s clients can realize an individualized financial strategy that helps reduce their financial risk and helps create retirement income. His main goal is to help his clients feel more financially confident in their retirement years. Eric believes that his commitment to professionalism and the cooperative development of a client’s unique, personal financial goals form the foundation of any strong financial strategy.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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