Talisman Wealth Advisors, LLC

About Talisman Wealth Advisors, LLC

<p>Independent registered investment advisor work is the core of this firm’s practice, with a 3(21) fiduciary service model for employer-sponsored retirement plans. Talisman Wealth Advisors, LLC works with plan sponsors and individuals who want ongoing guidance without handing over full discretionary control.</p> <p>Headquartered in Mountainside in Union County, Talisman Wealth Advisors supports clients across the New York–North Jersey metro area. The team focuses on financial planning and wealth management, with an emphasis on clear, practical recommendations tied to real-life decisions.</p> <p>The firm works with a range of client needs, including high-net-worth households, women, and people building first-generation wealth. It also advises business owners on aligning personal planning with company benefits and long-term goals. As of 2026, Talisman Wealth Advisors reports $0.2B in assets under management.</p> <p>What sets the firm apart is its emphasis on personal relationships and education, with advisors taking time to explain options and tradeoffs in plain language.</p> <ul> <li>3(21) fiduciary guidance for retirement plan sponsors</li> <li>Financial planning tied to life events and changing priorities</li> <li>Wealth management and ongoing portfolio advice</li> <li>Support for business owners and first-generation wealth builders</li> <li>Works alongside other <a href="/plan-advisors">plan advisors</a> and <a href="/retirement-plans">retirement plan providers</a></li> </ul>

Website: https://www.talismanwealthadvisors.com/