Business Details
Your Trusted Financial Advisory Partner in Florham Park
Northeast Private Client Group is a distinguished boutique financial advisory firm dedicated to empowering entrepreneurs, professionals, and families in achieving multigenerational wealth. Founded on principles of attentive listening and proactive engagement, we cultivate long-term trusted relationships to deliver tailored, objective advice that aligns with clients' unique goals. Our strategic approach combines critical thinking and industry expertise to address complex financial challenges, including business development, retirement planning, estate planning, and asset protection.With a team of seasoned professionals, we provide holistic solutions backed by decades of collective experience, a robust network of industry partners, and a commitment to innovation. Our mission is to inspire confidence through transparency, accountability, and ethical practices, ensuring clients can focus on their passions while securing their financial future. Recognized for excellence in client service and industry leadership, we continuously adapt to evolving market dynamics while maintaining an unwavering focus on client success.
Services
Business Development
Retirement Planning
Investment Services
Estate Planning
Wealth Protection
Insurance Solutions
Highlights and features
- We offer 38+ years of experience in comprehensive financial planning and wealth management.
- Our team includes certified professionals with expertise in business strategy and estate planning.
- We provide personalized solutions through a holistic, relationship-based advisory approach.
- Our proven track record includes managing $1+ billion in client assets.
- We maintain a robust network of 50+ life insurance carriers across 40+ states.
Services
Business Development
We help entrepreneurs build sustainable businesses through strategic planning, talent management, and competitive analysis. Our services focus on long-term growth, succession planning, and maximizing business equity. With expertise in corporate strategy, we provide actionable insights to navigate challenges and capitalize on opportunities for lasting success.
Retirement Planning
Our comprehensive retirement planning services create customized strategies for financial security and legacy preservation. We analyze personal goals, risk tolerance, and family needs to develop holistic plans that ensure financial stability during retirement while facilitating seamless wealth transfer to future generations through effective estate planning.
Investment Services
We create personalized investment portfolios that balance financial objectives with market realities. Our experienced portfolio managers use a relationship-based approach to develop diversified strategies that withstand economic fluctuations while aligning with clients' long-term financial goals and risk profiles through active allocation and market analysis.
Estate Planning
Our estate planning services ensure seamless asset transfer while preserving wealth for future generations. We collaborate with top legal and tax professionals to create customized plans that reflect clients' wishes, minimize tax liabilities, and protect family legacies through comprehensive wealth preservation strategies.
Wealth Protection
We develop customized asset protection strategies to safeguard accumulated wealth from potential threats. Our services include risk assessment, liability mitigation, and implementation of legal structures to protect real estate holdings, business assets, and personal wealth through proactive planning and strategic financial tools.
People
Mark B. Murphy
Chief Executive Officer
With decades of experience in financial services, Mark B. Murphy leads Northeast Private Client Group as CEO. Recognized as #1 in New Jersey and #3 nationally by Forbes, he brings strategic vision and industry expertise to client relationships while contributing thought leadership to professional publications.
Adam Schlossberg
Managing Partner
As a Certified Financial Planner, Adam Schlossberg focuses on delivering comprehensive wealth management solutions. His expertise in financial planning and client relationship management helps business owners and professionals achieve their long-term financial objectives through personalized advisory services.
Benjamin Bush
Managing Partner
Benjamin Bush combines his Chartered Life Underwriter and Chartered Financial Consultant designations to provide specialized financial solutions. With extensive experience in insurance and wealth transfer strategies, he helps clients protect and preserve their assets for future generations.
Christopher Pike
Chief Investment Officer
As CFA charterholder and Chief Investment Officer, Christopher Pike oversees portfolio management and investment strategy. His expertise in financial markets and asset allocation ensures clients receive well-constructed investment solutions aligned with their financial goals and risk tolerance.
Sweta Shah
Chief Financial Officer
Sweta Shah manages financial operations and strategic planning for Northeast Private Client Group. Her financial expertise and leadership ensure the firm maintains strong fiscal health while supporting the delivery of high-quality advisory services to clients.
Questions
What financial services do you specialize in?
We specialize in business development, retirement planning, investment management, estate planning, wealth protection, and insurance solutions tailored to entrepreneurs and professionals.
How do you differentiate from other financial advisory firms?
Our boutique approach combines decades of experience, certified professionals, and personalized strategies with a focus on multigenerational wealth planning and long-term client relationships.
Do you work with clients outside New Jersey?
Yes, we serve clients across 40+ states through our network of insurance carriers and digital advisory platforms while maintaining personalized service.
What qualifications do your advisors hold?
Our team includes Certified Financial Planners, Chartered Life Underwriters, Chartered Financial Consultants, and investment professionals with decades of combined industry experience.
