True financial freedom is about more than just having money.
It’s about being able to invest, save, spend, and give in ways that matter to you and your family.
We’re with you.
Princeton Global is a financial services firm on a mission to make investment management and wealth planning an interesting and engaging experience. We use our knowledge and perspective to enable multi-generational families and individuals to define, focus, and achieve their financial goals.
We’re with you.
Princeton Global is a financial services firm on a mission to make investment management and wealth planning an interesting and engaging experience. We use our knowledge and perspective to enable multi-generational families and individuals to define, focus, and achieve their financial goals.
All questions are good questions.
It doesn’t matter to us whether you know a lot about finance or you’re still learning. We’ll never talk down to you—or over you. We’re here to answer your questions, listen to your ideas, and give you the tools to make confident, informed decisions.
If it matters to you, it matters to us.
We take the time to learn what you’re interested in and what you’re passionate about. Together, we’ll find creative ways to utilize your wealth today and plan for your future.
We understand family.
Our client relationships often span generations and are multifaceted. For many clients, we become not only financial advisors but also sounding boards, life coaches, and trusted confidants. We’re here to support you through life’s myriad of plans, decisions, and changes.
All questions are good questions.
It doesn’t matter to us whether you know a lot about finance or you’re still learning. We’ll never talk down to you—or over you. We’re here to answer your questions, listen to your ideas, and give you the tools to make confident, informed decisions.
If it matters to you, it matters to us.
We take the time to learn what you’re interested in and what you’re passionate about. Together, we’ll find creative ways to utilize your wealth today and plan for your future.
We understand family.
Our client relationships often span generations and are multifaceted. For many clients, we become not only financial advisors but also sounding boards, life coaches, and trusted confidants. We’re here to support you through life’s myriad of plans, decisions, and changes.
Meet our team
We’re more than just investors, advisors, and planners. We’re your people —and we’re invested in your future.
Don't just take our word for it.
Don't just take our word for it.
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Disclaimer
Princeton Global has not provided any compensation for the testimonials shown. The testimonials shown have been selected from among all client feedback. To our knowledge, no other conflicts of interest exist regarding these testimonials.
Disclaimer
Princeton Global has not provided any compensation for the testimonials shown. The testimonials shown have been selected from among all client feedback. To our knowledge, no other conflicts of interest exist regarding these testimonials.
The Opposite of Spoiled: Part 1 – Money Equals Values
The Opposite of Spoiled: Raising Kids Who are Grounded, Generous, and Smart About Money by Ron Lieber (Part 1 – Money Equals Values) I read a lot of self-help books. They are not all about money, but a good number of them are because they interest me. I like to share...
Second Quarter 2024 Client Investor Letter
The height of summer has arrived in Princeton, and we are grateful for functioning air conditioning and the cooling economic data that has positively impacted our client portfolios, as detailed in the attached investor letter. In our letter, we discuss: • Moderating...
How to Vet the Financials of a Continuing-Care Retirement Community
We were excited to see Margaret Johnson, daughter of our Chief Investment Officer Joel Heymsfeld, quoted in the Wall Street Journal. She was discussing a topic we have advised our clients and their families on - reviewing the financial health of continuing care and...
The Opposite of Spoiled: Part 1 – Money Equals Values
The Opposite of Spoiled: Raising Kids Who are Grounded, Generous, and Smart About Money by Ron Lieber (Part 1 – Money Equals Values) I read a lot of self-help books. They are not all about money, but a good number of them are because they interest me. I like to share...
Second Quarter 2024 Client Investor Letter
The height of summer has arrived in Princeton, and we are grateful for functioning air conditioning and the cooling economic data that has positively impacted our client portfolios, as detailed in the attached investor letter. In our letter, we discuss: • Moderating...
How to Vet the Financials of a Continuing-Care Retirement Community
We were excited to see Margaret Johnson, daughter of our Chief Investment Officer Joel Heymsfeld, quoted in the Wall Street Journal. She was discussing a topic we have advised our clients and their families on - reviewing the financial health of continuing care and...