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: 2020, 2021, 2023
  • Forbes Best-In-State Wealth Advisors, New Jersey: 2021, 2023

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

  • Financial Times Top 401 Retirement Plan Advisors:  2020
  • Forbes Best-In-State Wealth Advisors, New Jersey: 2020, 2021, 2023
  • Plan Adviser’s Top Retirement Plan Adviser: 2022, 2023

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

2022 Top DC Advisor Team

Princeton Financial Partners are proud to be named as one of the Top Defined Contribution Advisor teams by the  National Association of Plan Advisors.

Advice you can trust

Distinguished by a long heritage of financial 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 Monthly

Global Insight Cover Image - Feb 2024The death of (traditional value)

Read 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

Shibuya intersection

Shaking up corporate Japan

The Nikkei 225 recently climbed past its all-time closing high. We explore the factors behind investors’ enthusiasm and explain why a disappointing macroeconomic backdrop is not seen as obstacle.

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