Serving Columbus
Wealth management for Columbus and upper Burlington County
Columbus sits in the farmland at the top of the county, about half an hour from the office. The wealth up here often has land underneath it, and that changes the planning considerably.
In short
MTP Private Wealth at Farther advises families and business owners in Columbus and upper Burlington County on financial planning, investments, tax strategy, and estate coordination from an office about half an hour away in Marlton. Land, family businesses, and moving both to the next generation are the questions we hear most from this part of the county.
Who we meet from Columbus
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.
- Farm and land owners working out how acreage passes to the next generation without forcing a sale to cover the tax.
- Owners of family businesses that have been in the same hands for two or three generations.
- Families near Joint Base McGuire-Dix-Lakehurst with a military pension, a Thrift Savings Plan, and a second career on top of both.
- Retirees whose largest asset is property rather than a portfolio.
Working with Columbus
What Columbus tends to bring us
Land makes estate planning harder rather than easier. It is illiquid, it is usually the family's largest asset, it may carry a farmland assessment, and heirs rarely want it in equal measure. Splitting it evenly among children is often the worst answer available, and arriving at a better one takes years and a conversation nobody enjoys starting.
A Thrift Savings Plan and a military pension also behave differently from a private-sector 401(k), particularly on survivor elections and on how a second career's income stacks on top. Several of those choices are effectively permanent once made, which is why they are worth getting right the first time.
Getting to us
- From Columbus
- About half an hour 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 code
- 08022
- Call
- 856-988-6664
Nearby
Two practices, one firm
What we do for Columbus
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 Columbus
The question we ask is whether there are enough moving parts to need somebody holding them together. A working farm, a family business, and property that has to pass to more than one child usually qualifies, whatever the account balance happens to say.
That is your estate attorney's document and our planning around it. We work on how the land is titled, what the liquidity looks like if tax is due, whether the children who want it can buy out the ones who do not, and how that gets funded. The document is the last step, not the first.
Yes. We consult on 401(k), cash balance, SIMPLE, and SEP plans for employers across Burlington County. Smaller employers are often paying more than they realize, and finding out costs nothing.
Next step
Start the conversation from Columbus
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.