Broker Check

Our Firm

Finding Your Fit

Clients of Humphrey Wealth Management enjoy personalized planning. Having amassed over 35 years of experience, our advisors specialize in simplifying the complexities of our clients’ financial lives. Backed by the resources and reputation of Lincoln Investment, a leading broker/dealer, we provide our clients with an unparalleled planning experience.

Client Centered

Based in Iselin, New Jersey, we are proud to serve investors throughout the northeast and across the continental United States. While providing a comprehensive spectrum of services, we unite the access and resources of major institutional firms with the personal touch of a boutique practice. We’re Wall Street-forged, but Main Street-focused. By keeping our clients’ best interests at the heart of our process, we deliver knowledgeable advice and strategies in a genuine, approachable environment.

Suggested Content

Jane Bond: Scaling the Ladder

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Learn More
Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Learn More
Pullbacks, Corrections, and Bear Markets

Pullbacks, Corrections, and Bear Markets

When the market experiences volatility, it may be a good time to review these common terms.
Learn More