Highland Financial Advisors, LLC

Financial Advising
Hours: Highland Financial Advisors, LLC is an independent Registered Investment Advisory firm based in Wayne, NJ, serving high-net-worth families and individuals across the country. The firm emphasizes a team approach to managing clients' finances and investments, ensuring that each client works with a primary wealth advisor supported by the entire team. As a fee-only, fiduciary advisor, Highland Financial Advisors guarantees that all recommendations are made in the best interest of their clients, without earning commissions. Clients and partners alike praise the firm for its comprehensive and personalized approach. They highlight the firm's attention to all facets of financial well-being, including estate planning, tax, and insurance matters, not just investment returns. The team is known for professionalism, integrity, and caring service, building strong, long-term relationships. Clients appreciate the firm’s focus on understanding their short- and long-term goals, providing timely updates, and maintaining open communication to keep portfolios aligned with their needs. Special recognition is given to team members for their expertise and empathy, especially in helping clients through life changes such as divorce or retirement. The firm’s staff is described as patient, knowledgeable, trustworthy, and attentive, with a genuine commitment to helping clients achieve their life goals. Overall, Highland Financial Advisors is valued for its holistic, client-centered approach, ensuring clients feel confident and supported in managing their financial futures.

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1. Wayne, New Jersey