Serving Marlton
Wealth management from an office on Elmwood Road
Our office is in Marlton, and most of the families and business owners we work with are within a short drive of it. This is where the first conversation usually happens.
In short
MTP Private Wealth at Farther is a wealth management practice based in Marlton, New Jersey, at 270 North Elmwood Road. We advise successful business owners, physicians, professionals, and retirees in Marlton and the surrounding Burlington and Camden County towns on planning, investments, and taxes, and we consult on company retirement plans for local employers.
Who we meet from Marlton
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.
- Owners of the businesses along Route 70 and Route 73, from medical practices to contractors to family companies now in a second generation.
- Physicians and clinicians at Virtua Marlton and the specialty practices around it.
- Families in Evesham who have done well over a long career and want the next set of decisions handled as carefully as the ones that got them here.
- Employers in Marlton and Medford whose 401(k) has not been benchmarked since it was set up.
Why Marlton
Where the practice was built
Marlton is the kind of town where a practice like ours gets built. A lot of successful people live here, and most of them did not arrive at their wealth through a single event. They built a business, or a medical practice, or simply saved seriously for thirty years, and somewhere along the way the finances stopped fitting a simple answer. That is exactly the point at which we are useful.
Being local matters in a practical way. A first meeting can be at the office on a Tuesday afternoon rather than a video call. When your accountant is in Cherry Hill and your attorney is in Moorestown, we know how to get both of them on the same call, and we may well know them already.
Getting to us
- The office
- 270 North Elmwood Road, Suite H-160, Marlton, NJ 08053
- How we meet
- Most first conversations happen here, in person. Video and phone work just as well if that is easier.
- ZIP code
- 08053
- Call
- 856-988-6664
Nearby
Two practices, one firm
What we do for Marlton
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 Marlton
270 North Elmwood Road, Suite H-160, in Marlton, a few minutes from the Route 70 and Route 73 interchange. Parking is at the door. Call ahead and one of us will meet you there.
No. Marlton is where the office is. We work with families across southern New Jersey and Philadelphia, and with shore-town clients who are up this way in the off-season. Most of the work runs by phone and video, with the office for whatever is better face to face.
Yes. Retirement plan consulting is the other half of the practice. A plan review starts with your current statements and ends with an all-in cost figure and a benchmark against plans of similar size, whether or not you change anything.
Next step
Come by the office
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.