The Value of Financial Advice

Welcome to the future of financial advice. Advice can challenge our assumptions and beliefs, pushing us to think outside the box and consider new perspectives to make better decisions and avoid costly mistakes. It increases our chances of success, giving us the confidence that inspires personal and professional growth - financial freedom.

At HIGHLAND Financial Advisors, we are committed to providing advice and services that improve people’s lives. Our team of experts is dedicated to providing personalized financial planning, tax planning, and investment management to help you achieve your goals in pursuit of a meaningful life.

The Cost of Our Services

HIGHLAND Financial Advisors is a fee-only, registered investment advisor firm. Our cost of services includes all personalized financial planning, tax planning, and investment management services. The cost is 1% of the assets on the first $2,000,000, 0.75% on the next $1,000,000, only 0.50% of the assets from $3,000,000 to $10,000,000, and 0.25% of the assets from $10,000,000 to $50,000,000. We have a minimum annual fee of $10,000.

While many firms will claim to be transparent, we challenge you to find their fee structure on their website.

Please see our Firm ADV II/Firm Brochure for our complete disclosure information.

How We Help

At HIGHLAND Financial Advisors, “What We Do Matters” is not just a tagline but the foundation for all our work. What we do matters because we are dedicated to helping you make informed decisions about your money and achieve your dreams. We are an especially good fit for those experiencing life changes such as:

Retirement

Inheritance or Other Windfall

Sale of a Business

Starting a Family

Career Changes

Divorce or Passing of
a Spouse

About Us

We are an independent Registered Investment Advisory firm serving high-net-worth families and individuals nationwide from our location in Wayne, NJ. We differ from other firms because we emphasize a team approach to managing your finances and investments. Though you work with a primary wealth advisor, you always receive the support of our entire team. And because we are a fee-only, fiduciary advisor, you can rest assured that our recommendations are made in your best interest, not so we can earn a commission.

View our relationship summary (Form ADV Part 3)

Take the First Step

Our goal is to help you sleep well at night, knowing you have clarity about your options and confidence in your financial direction. To achieve this, click the link below to be redirected to our contact page, where you can schedule a 15-minute call with one of our advisors. We’ll ask some quick questions about you to see if we make a good fit and offer ways we can help.