Princeton Financial Partners

A nationally recognized institutional consulting team

We are a team of seasoned investment professionals with the insight and skill to deliver what our clients need: proactive investment advice, prudent risk management and thoughtful, timely investment manager research. Princeton Financial Partners provides institutional consulting services for corporate retirement plans, endowments, foundations and health savings accounts.

Michael Gara and Chad Goerner - Recognized as industry leaders.

Michael Gara

Barron’s Top 1,200 Financial Advisors: 2021, 2023, 2024
Forbes Best-In-State Wealth Advisors, New Jersey: 2021, 2023, 2024, 2026

Chad Goerner, CFP®, CIMA®, CRPSTM, CSRIC^TM

Forbes Best-In-State Wealth Advisors, New Jersey: 2021, 2023, 2024, 2026
Plan Adviser’s Top Retirement Plan Advisor: 2022, 2023, 2024

We are proud to be recognized by Forbes as a Best-in-State Wealth Management Team in 2024 and 2025.

The 2021 Forbes "Best-In-State Wealth Advisors" award was announced February 2021. Data as of 6/30/2020. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

The 2023 Forbes "Best-In-State Wealth Advisors" award was announced April 2023. Data as of 6/30/2022. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

The 2024 Forbes Best-in-State Wealth Management Teams award was announced January 2024. Data as of 3/31/23. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results.  Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.

The 2024 Forbes "Best-In-State Wealth Advisors" award was announced April 2024. Data as of 6/30/2023. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor based on qualitative criteria such as: best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

The 2025 Forbes “Best-In-State Wealth Management Teams” award was announced January 2025. Data as of 3/31/24. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance was not an award criterion. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. For more information:  <a href="http://www.SHOOKresearch.com">www.SHOOKresearch.com</a>.

The 2026 Forbes "Best-In-State Wealth Advisors" award was announced April 2026. Data as of 6/30/2025. The award is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes advisor's best practices, client retention, industry experience, compliance records; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance was not an award criterion. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client's experience. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. For more information go to: www.SHOOKresearch.com.

A nationally recognized institutional consulting team

Michael Gara and Chad Goerner - Recognized as industry leaders.

Michael Gara

Chad Goerner, CFP®, CIMA®, CRPSTM, CSRIC^TM

We are proud to be recognized by Forbes as a Best-in-State Wealth Management Team in 2024 and 2025.

2024 Top DC Advisor Team

Strength you can trust

Global Insight Monthly

Buckle up but don’t give up

Let's take the next step together

Meet the team

Latest Insights

Equity market cycle recovers to new highs with participation broadening

Let's start the conversation

A nationally recognized institutional consulting team

Michael Gara and Chad Goerner - Recognized as industry leaders.

Michael Gara

Chad Goerner, CFP®, CIMA®, CRPSTM, CSRICTM

We are proud to be recognized by Forbes as a Best-in-State Wealth Management Team in 2024 and 2025.

2024 Top DC Advisor Team

Strength you can trust

Global Insight Monthly

Buckle up but don’t give up

Let's take the next step together

Meet the team

Latest Insights

Equity market cycle recovers to new highs with participation broadening

Let's start the conversation

Chad Goerner, CFP®, CIMA®, CRPSTM, CSRIC^TM