Serving Cherry Hill
Wealth management for Cherry Hill families and business owners
Cherry Hill is fifteen minutes from our office and one of the places we meet the most people from: physicians, business owners, and long-tenured professionals whose finances have outgrown the simple version.
In short
MTP Private Wealth at Farther advises Cherry Hill families on financial planning, investments, tax strategy, and estate coordination from an office about fifteen minutes away in Marlton. The people we meet from Cherry Hill are most often business owners, physicians, and professionals who have built significant wealth over a career, and employers who need a fiduciary on their company retirement plan.
Who we meet from Cherry Hill
The people who tend to call us from here
Not a boundary, and not a checklist. If one of these sounds like you, the first conversation is the place to find out whether we are the right firm.
- Physicians and surgeons at Jefferson Cherry Hill and the specialty practices along Route 70 and Haddonfield Road.
- Owners of the professional firms and family businesses along Route 70 and Route 38.
- Executives and long-tenured professionals with equity compensation, a concentrated stock position, or a pension decision coming up.
- Retirees in Cherry Hill's established neighborhoods with a portfolio built over thirty years and an estate plan that has not been read in ten.
Working with Cherry Hill
What Cherry Hill tends to bring us
Cherry Hill has a lot of quiet wealth: households that look ordinary from the street and carry a business, a practice, a large 401(k), and a house that has appreciated for decades. Nothing about that is a problem on its own. The problem is that the pieces interact, and the accountant, the attorney, and the broker each see one piece. Most of the coordination work we do for Cherry Hill families is getting those three people onto the same page.
Our office is a straight run east on Route 70, so getting to us is easy. Most first conversations happen by phone or video, and the office is there whenever you would rather sit down with somebody.
Getting to us
- From Cherry Hill
- About fifteen minutes to the office at 270 North Elmwood Road, Suite H-160, Marlton, NJ 08053.
- How we meet
- A first conversation is half an hour by phone or video. The Marlton office is there whenever you would rather meet in person.
- ZIP codes
- 08002, 08003, 08034
- Call
- 856-988-6664
Nearby
Two practices, one firm
What we do for Cherry Hill
For individuals and families
Private Wealth
Financial planning, portfolio management, tax strategy, and estate coordination for families whose finances have outgrown a simple answer. Coordinated with your accountant and attorney rather than around them.
For employers and nonprofits
Retirement Plans
Fiduciary support, fee benchmarking, and investment oversight for 401(k), cash balance, SIMPLE, SEP, and 403(b) plans, on whichever platform serves the plan. For nonprofits, the organization’s own reserves and endowment as well.
Common questions
Questions we hear from Cherry Hill
No. Our office is in Marlton, about fifteen minutes east on Route 70. A first conversation is half an hour by phone, and you are welcome at the office whenever it suits you.
You will know all four of us, and the people you meet in the first conversation are the people who do the work. The platform behind us at Farther gives a four-person team access to an estate planning team, alternative investments, and multiple custodians, so small does not mean limited. Private investments are available only to qualified clients and involve risks, including the potential loss of the entire investment, limited liquidity, and limited transparency.
Yes. We consult on 401(k), cash balance, SIMPLE, SEP, and 403(b) plans for employers across Camden County, on whichever recordkeeping platform serves the plan. A plan review is the usual starting point.
Next step
Start the conversation from Cherry Hill
The first conversation is half an hour and costs nothing. If your situation is not a fit for this firm, we will tell you and suggest where to look.