Let experts help. Manage your investments with us.

A FEE-ONLY
INVESTMENT ADVISOR
We charge one fee and don’t sell proprietary products for commissions.
A TRUE
FIDUCIARY
As a fiduciary, we are required to work in our clients’ best interests.
EMPLOYEE-OWNED
Everyone has a stake in the quality of our work and the satisfaction of our clients.

You, Our Priority

At Condor, acting in our clients’ best interest is our main focus. For us, managing your finances is a commitment to you and your goals. That’s why we strive to build relationships based on trust and transparency.

We take the time to get to know you and your needs.

We craft tailor-made financial solutions for each client.

We value transparency and communication.


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We compose wealth management strategies based on your investor profile.

Wealth Management

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We create comprehensive financial plans tailored to your needs and priorities.

Financial Planning

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We address retirement plans for small companies so they can focus on their businesses.

Small Business

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We facilitate the management of your day-to-day personal affairs to make your life easier.

Family Office

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Who Can We Help

Retirees or individuals
nearing retirement
Young
professionals
People going through
important life changes
Individuals who have
experienced a windfall
Business owners
and corporate executives
Non-profit
organizations

WE BELIEVE TRANSPARENCY IS ESSENTIAL. WE PRIDE OURSELVES ON BUILDING TRUST

That’s why we make it easy for you to monitor your investments and have a team of advisors available for any questions you may have.

We Make Things Easy

Get the expert financial assistance that you need in three simple steps:

1.

Contact Us

We will ask you a few questions to get
to know your needs and priorities.

2.

Get an Analysis

We offer a free analysis during your initial consultation.

3.

Schedule an Appointment

We can start working together if you
decide to hire our services.

Our People

More Members:

Our Blog

Recent News

CONTACT US

We want to help you simplify your life and prepare for the future


    1973 Washington Valley Road
    Martinsville, NJ 08836
    (732) 356-7323