Momentum Wealth Partners is a financial services firm that helps financial advisors chart a path to independence through strategic support and professional guidance. Its work is focused on helping established advisors assess business opportunities, choose a suitable model, and strengthen their practices for long-term growth. The firm also supports clients through affiliated financial professionals who provide personalized financial planning, investment analysis, wealth management, and advisory and brokerage services. Their approach includes understanding clients’ goals and circumstances, managing risk, and developing planning-driven strategies to help them navigate financial decisions and life changes.

Based in Mount Laurel, New Jersey, Momentum Wealth Partners is affiliated with LPL Financial, through which securities and advisory services are offered. The firm serves advisors and clients, with services and business permitted only in states where the relevant professionals are properly registered or licensed. Its team includes wealth advisors, financial associates, client service staff, and operations and marketing specialists who support the client experience and the firm’s advisor network.