Business Details
41 Years
experience
Your Trusted Partner for Financial Planning Solutions
Founded in 1985, Glassner Carlton Financial has established itself as a trusted financial planning firm serving Morristown, New Jersey, and surrounding communities. Our family-owned business operates on core values of hard work, honesty, and perseverance, prioritizing personalized service to meet the unique needs of individuals, families, and business owners. With a team of certified professionals, including CFPs and AIFs, we offer comprehensive wealth management solutions tailored to life's complexities. Our approach emphasizes proactive client advocacy, demonstrated through real-world examples like uncovering investment fraud and preventing costly financial errors.We maintain rigorous analytical standards for portfolio management while coordinating with external advisors to ensure holistic financial strategies. Through decades of experience, we've developed specialized expertise in financial planning for therapists and mental health professionals, addressing industry-specific challenges. Our commitment to community extends beyond financial services, aiming to create lasting positive impacts through ethical, transparent relationships built on trust and accountability.
Services
Wealth Management
Financial Planning
Investment Consulting
Advanced Planning
Wealth Protection
Wealth Transfer
Charitable Giving
Wealth Enhancement
Details
- Year established: 1985
Highlights and features
- We offer over 35 years of experience in personalized financial planning since 1985
- Our team includes CFP and AIF certified professionals with specialized knowledge
- We implement rigorous analytical approaches for portfolio management and risk assessment
- Our proactive client advocacy has prevented millions in financial losses through fraud detection
- We maintain transparent communication with coordinated strategies across legal and tax advisors
Associations and certifications
- FINRA
- SIPC
What people say
High attention to small decisions
Saved from investment fraud
Prevented RMD penalty
Protected inheritance
Reduced estate tax
Services
Wealth Management
Our wealth management services combine comprehensive financial planning with customized investment strategies. We analyze clients' complete financial picture to create tailored approaches that address tax optimization, risk management, and long-term growth objectives. With a focus on portfolio diversification and market analysis, we help clients build and preserve wealth through changing economic conditions.
Financial Planning
We provide holistic financial planning covering retirement strategies, tax planning, and estate management. Our process includes cash flow analysis, risk assessment, and coordinated legal planning to create comprehensive roadmaps. Specialized services include financial planning for therapists and business owners, addressing unique industry challenges and succession planning needs.
Investment Consulting
Our investment consulting services feature customized portfolio design and ongoing monitoring. We conduct detailed risk assessments to determine appropriate asset allocation, implement tax-efficient strategies, and provide continuous portfolio adjustments. The service includes concentrated position management and alternative investment analysis to optimize long-term growth potential while maintaining appropriate risk levels.
Wealth Transfer
We specialize in creating comprehensive wealth transfer strategies that protect assets and facilitate smooth transitions. Our services include trust and will establishment, beneficiary analysis, and probate avoidance planning. We coordinate with legal professionals to ensure proper documentation while helping clients structure their legacy according to personal values and family needs.
Charitable Giving
Our charitable giving strategies help clients maximize their philanthropic impact while optimizing tax benefits. We assist with donor-advised funds, family foundation establishment, and legacy planning. The service integrates with overall wealth management to create balanced approaches that support both personal charitable goals and financial objectives.
People
Judd T. Carlton
President
Judd Carlton leads our firm with CFP and AIF certifications, bringing decades of experience in financial planning. He specializes in creating comprehensive wealth management strategies and oversees the firm's strategic direction while maintaining active client relationships.
Edward Durkin
Wealth Advisor
Edward Durkin provides personalized financial advice with a focus on investment strategy and retirement planning. His client-centered approach emphasizes clear communication and tailored solutions to help clients achieve their long-term financial goals.
Shaun Leonard
Wealth Advisor
Shaun Leonard, a CFP and AIF professional, specializes in comprehensive financial planning for individuals and businesses. He helps clients navigate complex financial decisions with customized strategies that align with their unique circumstances and objectives.
Donna Condon
Client Relations Manager
Donna Condon manages client relationships with over two decades of experience in financial services. She ensures seamless communication between clients and advisors while maintaining a deep understanding of each client's evolving needs and circumstances.
Thomas Buckley
Client Service Associate
Thomas Buckley supports client service operations with FPQP certification. He assists with account management, document preparation, and client communication, ensuring efficient implementation of financial strategies while maintaining high service standards.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning covering retirement strategies, tax optimization, estate planning, investment management, and specialized services for therapists and business owners.
How does your wealth management process work?
Our four-step process includes initial consultation, detailed analysis, strategy development, and implementation with ongoing monitoring tailored to each client's unique financial situation.
Do you specialize in any particular industries?
We have specialized expertise in financial planning for therapists, mental health professionals, and private practice owners, addressing industry-specific challenges and retirement considerations.
How do you handle investment management?
We create customized portfolios based on risk assessment, implement tax-efficient strategies, and provide continuous monitoring with adjustments to maintain alignment with financial goals.
What sets you apart from other financial advisors?
Our proactive approach combines decades of experience with personalized service, demonstrated through real-world examples of fraud prevention and tax savings for clients.
How can I get started with your services?
Begin with a free initial consultation via phone or Zoom, followed by a detailed analysis to develop personalized financial strategies that match your specific needs.
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