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.
Find the investment management and wealth planning services you need, with a partner who will support you through every phase of your financial journey.
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.
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.
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.
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.
Interesting articles and stories with our clients and partners in mind.
Interests
Jun 5, 2025
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
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May 19, 2025
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 MoreInterests
May 15, 2025
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
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