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Financial Planning Firm In New Jersey Serving 500+ Families

Discover where you stand financially, and build a plan to go further than you ever imagined with comprehensive financial planning. 

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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High-Touch Service Backed By Decades of Experience

High-Touch Service Backed By Decades of Experience

At Legacy Wealth Advisors, we are an independent fiduciary firm specializing in personalized financial planning and wealth management. We put your best interests first—always. Free from proprietary products and sales quotas, our client-first approach allows us to design truly customized strategies that build confidence through every stage of life.

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Navigate Your Wealth With Ease

Navigate Your Wealth With Ease

Our comprehensive financial planning process is designed to optimize every aspect of your wealth, from investments and retirement to tax strategies and legacy planning, ensuring no gaps are overlooked. With regular, structured reviews, we keep your plan aligned with your goals. Let us leverage our decades of experience to bring you clarity in every life stage.

Speak with an Advisor to get a No-Cost Financial Diagnostic Report*


*No-cost diagnostic report requires implementation of a zero-cost financial planning agreement
**No-cost diagnostic report will be a financial plan from Nitrogen software.

Comprehensive Wealth Services

Our solutions help you find the gaps in your current strategies, so you can protect and grow your wealth.

Individual & Family Services

Individual & Family Services

Personalized strategies designed to help high-net-worth individuals and families manage complexity, grow wealth, and protect their financial future.

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Business Services

Business Services

Whether you're focused on optimizing employee benefits or developing robust succession and exit strategies, our experience helps business owners build and preserve wealth.

Optimize Your Business

Clients We Serve

Individuals & Families

Personalized strategies designed to help high-net-worth individuals and families manage complexity, grow wealth, and protect their financial future.

Pre-Retirees

Strategic planning to bridge the gap from your working years to a confident and secure retirement.

Retirees

Maximize your retirement income with sophisticated strategies tailored to support your lifestyle and financial independence for years to come.

Business Owners

From business growth to succession planning, achieve alignment between your personal goals and business strategy with expert financial guidance.

Meet Our Clients

Our New Jersey-based Financial Planning Firm Has 70+ Reviews

I have been a client of Legacy Wealth for many years. Their expertise, professionalism and personal commitment have led me to continue to place my trust in them. I recommend Eric and Jay to all who are seeking trustworthy financial advisors.

—Gus Maris*

Working with Jay and Eric is like working with good friends, they actually care about me and my family. Its a pleasure having them as my financial advisors. Highly recommend.

—Peter Abene*

After getting an upsetting notice from one of my accounts, I emailed Legacy Wealth Advisors for help. A short time later the office called me and said that in checking with the company which sent out the letter, they admitted that it was sent out in error, a glitch. Their immediate attention put my mind at rest.

—Bea Jay*

Legacy Wealth found us alternative options for managing our savings. All of the staff are highly responsive. They answer questions super quickly. Very glad that we found them!

—Sara Bernstein*

Jay Gilston and Eric Sandowsky have been my financial planners for over 15 years now with consistency, reliability, integrity & they are articulate, they keep me posted quarterly or anytime I want to call, they are smart & know their numbers. I like the no nonsense and professionalism about them…. What more can I say? You’re in great hands with them at least I know I am!

—Peter Trivelas*

My Wife and I have been clients of Eric and Jay since 2015. Their advice and guidance has made a tremendous impact in our financial lives. Always very responsive and maintain a perfect balance of professionalism and friendliness.

—Patrick Wildridge*

Our Financial Planners in New Jersey have been serving families for 65+ Years.

Client Centered
  • Industry-recognized expertise led by seasoned advisors holding CWS®, CLTC®, and NSSA® designations, with deep experience in wealth strategy, retirement income planning, and long-term care considerations
  • Independent and fiduciary by design, providing objective guidance without proprietary products, quotas, or conflicts of interest
  • High-touch, client-first financial planning built on long-term relationships, clear communication, and ongoing support through every life stage
  • Comprehensive planning with no gaps, integrating investments, retirement planning, tax strategy, insurance, and legacy planning into one cohesive approach
  • Planning-led and process-driven, using structured reviews and proven frameworks to bring clarity, confidence, and direction to your financial decisions

Explore Our Financial Literacy Resources

Annuity Comparison

Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.
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First Year of Retirement: What to Expect

First Year of Retirement: What to Expect

Understand the key financial and lifestyle shifts that happen in your first year of retirement.
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Once Upon a Goal

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.
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Build Your Dream Retirement With Clarity and Confidence 

Don't let financial anxieties define your future. Gain the clarity, confidence, and expert guidance to plan for the tomorrow you deserve.


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Frequently Asked Financial Planning Questions



I just moved to New Jersey. Do you offer financial planning services for new residents?

Legacy Wealth Advisors works with individuals and families relocating to New Jersey, providing comprehensive financial planning to help you navigate each step with confidence. If you are moving in from Brooklyn, Queens, Staten Island, Long Island, or anywhere else, our financial planning services are designed to help you settle in with a clear strategy and a strong financial foundation. Whether you are adjusting your budget to New Jersey’s cost of living, preparing for retirement, or aligning your personal and business financial goals, our team offers tailored guidance to support your transition.

How does Legacy Wealth Advisors support employees and executives at large New Jersey corporations?

If you work at a large New Jersey employer, your financial picture may include a mix of workplace retirement plans, stock-based compensation, executive benefits, and decisions that can impact your long-term retirement income. Legacy Wealth Advisors provides comprehensive, fiduciary financial planning for employees and executives, including second-opinion guidance on topics such as 401(k) rollover options, retirement timing, tax-aware income planning, and coordinating benefits with your broader goals.

We have extensive experience navigating complex benefit structures across a wide range of industries, including dedicated reviews for employees of:

Where in New Jersey does Legacy Wealth Advisors provide financial planning services?

Legacy Wealth Advisors provides tailored financial planning and retirement strategies for individuals, families, and business owners throughout New Jersey. We are proud to provide financial guidance to local communities and help our clients discuss how we can support their financial goals right in their own neighborhoods.

Contact us for local financial guidance whether you are building your plan, preparing for retirement, or aligning your personal and business financial goals in communities such as:

Can Legacy Wealth Advisors provide fee-only financial planning?

Yes, Legacy Wealth Advisors can provide fee-only financial planning services through either a one-time financial planning engagement or an hourly consulting arrangement.

Depending on your needs, we can help with:

Some clients engage us for a specific financial planning project and then implement the recommendations themselves.

Other clients decide they would like ongoing support and choose to establish a long-term advisory relationship with our firm.

For many clients with $500,000 or more in investable assets, comprehensive financial planning is often included as part of our ongoing wealth management services. This allows clients to receive both investment management and financial planning support through a single advisory relationship. Exceptions to minimum account requirements may be considered based on a client's overall financial situation and planning needs.



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(732) 385-1171

Address

800 Tennent Road, Suite 2

Manalapan, NJ 07726

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