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.
