Tilson Financial Group Inc.

Tilson Financial Group Inc. (CRD# 110890) is a financial advisory firm headquartered in New Providence, NJ. They manage $328,562,825 in 1,197 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    329
    MILLION
  • Total Number of Accounts
    1,197
    ACCOUNTS
  • Average Account Value
    $274,489
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NJ, NY, PA, TX, VA

Financial Advisors at Tilson Financial Group Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Judith F. Lutzy
CRD#: 1933790
98 Floral Avenue, Suite 103, New Providence, NJ 07974
96
Wealthminder
score

Judith Lutzy (CRD# 1933790) is an Investment Advisor Representative working at Tilson Financial Group Inc. in New Providence, NJ and has over 28 years of experience in the finance industry. Judith Lutzy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
William J. McCahill
CRD#: 2292566
98 Floral Avenue, Suite 103, New Providence, NJ 07974
96
Wealthminder
score

William McCahill (CRD# 2292566) is an Investment Advisor Representative working at Tilson Financial Group Inc. in New Providence, NJ and has over 25 years of experience in the finance industry. William McCahill has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Michael F. McGrady
CRD#: 4272977
109 Main St, Po Box 541, Whitehouse Station, NJ 08889
96
Wealthminder
score

Michael McGrady (CRD# 4272977) is an Investment Advisor Representative working at Tilson Financial Group Inc. in Whitehouse Station, NJ and has over 17 years of experience in the finance industry. Michael McGrady has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
John T. Prokop
CRD#: 2586657
98 Floral Avenue, Suite 103, New Providence, NJ 07974
96
Wealthminder
score

John Prokop (CRD# 2586657) is an Investment Advisor Representative working at Tilson Financial Group Inc. in New Providence, NJ and has over 19 years of experience in the finance industry. John Prokop has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Robert Tilson
CRD#: 1685948
98 Floral Avenue, Suite 103, New Providence, NJ 07974
96
Wealthminder
score

Robert Tilson (CRD# 1685948) is an Investment Advisor Representative working at Tilson Financial Group Inc. in New Providence, NJ and has over 29 years of experience in the finance industry. Robert Tilson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Leo Tropeano
CRD#: 4096062
109 Main St, Po Box 541, Whitehouse Station, NJ 08889
93
Wealthminder
score

Leo Tropeano (CRD# 4096062) is an Investment Advisor Representative working at Tilson Financial Group Inc. in Whitehouse Station, NJ and has over 17 years of experience in the finance industry.

7
Eric D. Tilson
CRD#: 6219846
98 Floral Avenue, Suite 103, New Providence, NJ 07974
88
Wealthminder
score

Eric Tilson (CRD# 6219846) is an Investment Advisor Representative working at Tilson Financial Group Inc. in New Providence, NJ and has over 3 years of experience in the finance industry.

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