MTP Private Wealth at Farther

Serving Mount Laurel

Wealth management for Mount Laurel professionals and employers

Mount Laurel is ten minutes from the office and carries more corporate offices than anywhere else near us. A lot of our work here touches both sides of the firm: an executive's own planning, and the plan the company sponsors.

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In short

MTP Private Wealth at Farther advises Mount Laurel families, executives, and business owners on financial planning, investments, tax strategy, and estate coordination, and consults on company retirement plans for Mount Laurel employers. Our office is about ten minutes away in Marlton, and the two halves of that work often belong to the same person.

Who we meet from Mount Laurel

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.

  • Executives and senior staff at the corporate offices along Route 73 and Church Road, with equity awards, deferred compensation, or a pension election ahead.
  • Employers whose 401(k) was set up years ago and has not been benchmarked since.
  • Owners of the professional firms and family businesses across the township.
  • Families who moved here for the schools and stayed long enough to accumulate accounts at four different employers.

Working with Mount Laurel

What Mount Laurel tends to bring us

Mount Laurel is where our two practices overlap most often. The person responsible for a company's retirement plan is frequently also the person whose own finances need attention, and those two conversations usually happen at two different firms that never speak to each other. We would rather hold both.

Compensation is often the complicated part here. Restricted stock, options, deferred compensation, and a supplemental plan stacked on a 401(k) all carry timing decisions, and the tax cost of taking them in the wrong order is real and avoidable.

Getting to us

From Mount Laurel
About ten 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 code
08054

Nearby

Two practices, one firm

What we do for Mount Laurel

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.

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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.

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Common questions

Questions we hear from Mount Laurel

  • No. Our office is in Marlton, about ten minutes away. A first conversation is half an hour by phone, and the office is an easy trip when you would rather meet in person.

  • Yes, and they are separate engagements under separate agreements. Plenty of people find us through one and ask about the other later. Neither depends on the other, and we will say so if only one of them is worth doing.

  • Establish what you actually hold, what the tax looks like at each decision point, and how much of your net worth is riding on one employer. Concentration is the risk people underestimate, and unwinding it usually has to be staged across tax years rather than done at once.

Next step

Start the conversation from Mount Laurel

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.

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