Our Why quote
Our Why quote

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.

Forest from above

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.

Forest from above
v

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.

v

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.

Meet The Team

Don't just take our word for it.

Don't just take our word for it.

Maryanne

Maryanne

“Dan Hanley has been fantastic to work with. He is knowledgeable, professional, and always takes the time to explain options and answer questions thoroughly. His guidance has given me confidence in my financial planning and investment decisions. I appreciate his responsiveness, personalized approach, and genuine commitment to helping clients succeed. Highly recommend Dan to anyone looking for a trusted financial advisor!”

Maryanne

Fern

“Matt was a huge help and a true professional. He was a good and careful listener, asked respectful but important questions, and provided us with good information and much to consider as we navigate the next steps in our financial life. We highly recommend working with him.”

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Maryanne

Maryanne

“Dan Hanley has been fantastic to work with. He is knowledgeable, professional, and always takes the time to explain options and answer questions thoroughly. His guidance has given me confidence in my financial planning and investment decisions. I appreciate his responsiveness, personalized approach, and genuine commitment to helping clients succeed. Highly recommend Dan to anyone looking for a trusted financial advisor!”

Maryanne

Fern

“Matt was a huge help and a true professional. He was a good and careful listener, asked respectful but important questions, and provided us with good information and much to consider as we navigate the next steps in our financial life. We highly recommend working with him.”

No Results Found

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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.

Second Quarter 2026 Client Investor Letter

Global markets staged a strong recovery in the second quarter, reversing much of the volatility from earlier in the year. A sharp decline in energy prices helped ease inflation concerns, and investors refocused on what has led to several years of solid returns: strong...

read more

Is Princeton Global Special?

That's a question I found myself asking about 18 months ago. I had reconnected with former BlackRock colleagues, Brett and Erica, and was learning about Princeton Global. It had been many moons since we had worked together, and a lot had changed for all of us both...

read more

Second Quarter 2026 Client Investor Letter

Global markets staged a strong recovery in the second quarter, reversing much of the volatility from earlier in the year. A sharp decline in energy prices helped ease inflation concerns, and investors refocused on what has led to several years of solid returns: strong...

read more

Is Princeton Global Special?

That's a question I found myself asking about 18 months ago. I had reconnected with former BlackRock colleagues, Brett and Erica, and was learning about Princeton Global. It had been many moons since we had worked together, and a lot had changed for all of us both...

read more