It doesn’t matter to us whether you know a lot about finance or you’re still learning. We’ll never talk down to you—or over you. We’re here to answer your questions, listen to your ideas, and give you the tools to make confident, informed decisions.
True financial freedom is about more than just having money.
It’s about being able to invest, save, spend, and give in ways that matter to you and your family.
Engage with your finances.
Find the investment management and wealth planning services you need, with a partner who will support you through every phase of your financial journey.
We’re with you.
Princeton Global is a financial services firm on a mission to make investment management and wealth planning an interesting and engaging experience. We use our knowledge and perspective to enable multi-generational families and individuals to define, focus, and achieve their financial goals.
All questions are
good questions.
If it matters to you, it
matters to us.
We take the time to learn what you’re interested in and what you’re passionate about. Together, we’ll find creative ways to utilize your wealth today and plan for your future.
We understand
family.
Our client relationships often span generations and are multifaceted. For many clients, we become not only financial advisors but also sounding boards, life coaches, and trusted confidants. We’re here to support you through life’s myriad of plans, decisions, and changes.
Meet our team
We’re more than just investors, advisors, and planners. We’re your people
—and we’re invested in your future.
A dash of perspective.
Interesting articles and stories with our clients and partners in mind.
Interests
Jun 5, 2025
The Soul of Money: Lessons That Changed How I View Wealth
I love the book The Soul of Money by Lynne Twist. It's one of those rare books I believe everyone should read. Since I know many people may not get around to reading the whole thing, I want to share
Learn More
Investments
May 19, 2025
The Case for Active Management
In times of market volatility and policy uncertainty, the debate between active and passive investing becomes more relevant than ever. In a recent episode of THE SMARTER PLANNER PODCAST, Princeton Global’s own Matt Gelfand, PhD, CFA, CFP®—Managing Director and Global
Learn More
Interests
May 15, 2025
Princeton Global Welcomes Erica Bullinger
Princeton, NJ – May 15, 2025 – Princeton Global, an independent investment advisory firm headquartered in Princeton, New Jersey, is pleased to announce the appointment of Erica Bullinger as Managing Partner & Chief Operating Officer. Erica brings nearly two decades
Learn More