Peace of mind
starts with a plan.
A family-run fiduciary firm helping families, business owners, and institutions plan, invest, and worry less — for over thirty years.
Planning & Investing
Objective advice, a clear roadmap, and transparent fees — for the next thirty years, not the next quarter.
Explore →401(k) Plan Advisory
Take the fiduciary liability off your desk. Better outcomes for your employees, fully fee-only.
Explore →Institutional Management
Specialized investment management for captive insurance companies — recognized by Captive Review.
Explore →Of roughly 310,000 advisors in the U.S., only a small fraction are truly on your side.
Fee-only means we are paid by you, and only you. No commissions, no product sales, no conflicts. We have practiced this way since 1993.
Sources: U.S. Bureau of Labor Statistics; NAPFA fee-only advisor registry. Figures approximate, updated 2024.
Three steps. No obligation. Built around what you actually need.
Schedule a call
A short conversation to understand whether we are the right fit. No pressure, no pitch.
Listening session
An advisor hears your concerns, your goals, and the questions you have been holding.
Receive a plan
A custom proposal — what we would do, why we would do it, and what it costs.
When your advisor's name is on the door — and across the desk — accountability isn't a slogan.
Founded by Samson Wang in 1993. Today, three Wang managing partners — Samson, Andrew, and Chris — along with Pauline Wang, CFP®, and economist David Gahtan, Ph.D., serve clients across three generations.
Meet the team →Andrew Wang — Investopedia Top 100 Financial Advisors (2024)
Berkeley Heights is home. Buy Local NJ is how we say so.
From the Investment Forum of Northern NJ to Lunar New Year community gatherings, we show up in the places that have shown up for us.
Start with a conversation.
Schedule a no-obligation call. We will listen first.