Holistic Financial Guidance for Every Life Stage

At SAX Wealth Advisors, we take a holistic approach to financial planning—considering the full scope of your financial life to help you make informed decisions with clarity and purpose. Our advisors integrate investment management, tax strategy, estate considerations, retirement planning, and more into coordinated strategies designed around your individual goals and circumstances. We provide objective guidance and personalized planning to help you navigate life’s financial complexities with intention and confidence.

Who We Are

As fee-only financial planners and Registered Investment Advisors backed by SAX—a leading accounting, tax, and advisory firm—we offer the resources of a national organization with the personal attention of a boutique practice. Our structure allows us to provide objective guidance, grounded in deep tax and financial expertise, and delivered with the same care and diligence we would extend to our own family.

$4 Billion

Assets Under Management

Wealth Advisors

Offices throughout East Coast

100%

Fee-Only Fiduciary

#21

in nation with AUM by Accounting Today

#31

Fastest Growing Firm with AUM by Financial Advisor

5-Star

Registered Investment Advisor by InvestmentNews

We’re in it for the long haul.

With more than 30 years of experience serving as trusted advisors, we’ve learned that true financial progress comes from partnership—not transactions. At SAX Wealth Advisors, your goals guide our work. We take the time to understand what matters most and collaborate closely with you as long-term partners in building and preserving your financial well-being.

Holistic, Integrated Financial Planning

We address every aspect of your financial life—investments, tax strategy, estate planning, retirement, and more—through a coordinated approach designed to align your goals and priorities.

Fee-Only, Fiduciary Commitment

As a fee-only Registered Investment Advisor, we act solely in our clients’ best interests, providing objective guidance without commissions or product incentives.

Backed by SAX

Our connection with SAX—a nationally recognized accounting, tax, and advisory firm—provides clients with access to extensive technical resources and multidisciplinary insights.

Boutique Service, Personal Relationships

We combine the depth of a large firm with the personal attention and responsiveness of a boutique practice, ensuring every client feels known and supported.

Experienced Advisors, Family-Focused Mindset

Our team offers decades of financial experience and a commitment to treating every client with the same care and respect we give our own families.

Long-Term Partnership for Life’s Transitions

We guide clients through every stage of life—career growth, retirement, legacy planning—with steady, proactive support that adapts as needs evolve.

Ready to take the first step?

Connect with a SAX Wealth Advisor for a complimentary consultation and experience the guidance, clarity, and partnership that support your financial life at every stage.

Start Here.