Where Service, Experience and Creativity Meet

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Where Service, Experience and Creativity Meet


Wealth Management

Investment Management

Tax Services

Retirement Planning

Business Services

Executive Services

Senior Care

Estate Planning


Mark G. Spinelli, CPA CFP & Spinelli Financial Advisors in Warren, New Jersey, is a financial planning and accounting firm providing wealth management, tax preparation, and more. Led by Mark G. Spinelli, certified public accountant, and financial planner, our firm follows the five core principles:

  • Put the client's interest first.
  • Act with prudence; that is, with the skill, care, diligence, and good judgment of a professional.
  • Don't mislead clients; provide conspicuous, full, and fair disclosure of all important facts.
  • Avoid conflicts of interest.
  • Fully disclose and fairly manage, in the client's favor, unavoidable conflicts.

What Sets Us Apart

  • First, we reduce the complexity of dealing with many advisors, by managing your taxes, investments, retirement and estate planning needs all in one place.
  • Second, we not only provide you with custom-fit advice, we work shoulder to shoulder with you, to turn that advice into action that delivers real value.
  • Last and most importantly, we make you critical to everything we do. We put ourselves in your shoes, and we think about what you actually want and how we, as a firm, can respond to those needs. We determine which services can deliver real added value, thus setting us apart from the competition. This is, ultimately, what you want in a wealth management firm; therefore, it is the guiding force for our actions.

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(732) 564-9404