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.

Our services are backed by the full resources of RBC Wealth Management, a firm with more than $700 billion in assets under management* and a strong balance sheet.

Michael Gara and Chad Goerner have been recognized as industry leaders.

Michael Gara

  • Barron’s Top 1,200 Financial Advisors: 2019, 2020, 2021
  • Forbes/SHOOK Best-In-State Wealth Advisors, New Jersey: 2021

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

  • Financial Times Top 401 Retirement Plan Advisors: 2016, 2017, 2018, 2019, 2020
  • Forbes/SHOOK Best-In-State Wealth Advisors, New Jersey: 2020, 2021

Strength you can trust

Distinguished by a long heritage of financial strength, integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

  • Moody's Aa1 and A1 / stable4
  • Standard & Poor's AA- and A / stable4
  • Fitch Ratings AA2 and AA-3 / stable4

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

Global Insight Cover (man looking at finances on ipad)

As earnings go, so goes the market

Fresh off a market bounce that was partly sparked by better-than-feared Q2 earnings reports, investors should consider where U.S. corporate profits could be headed next year. Read the full economic outlook in the latest edition of the Global Insight Monthly.

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Meet the team

Learn more about Princeton Financial Partners.

Latest Insights

Summer events shaping the outlook for the UK and Europe

We look at the UK leadership contest, EU energy woes, and Italian government turmoil, with an eye to implications for equity investors.

Read more

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