Sax Wealth Advisors, LLC Email Format

Financial ServicesNew Jersey, United States51-200 Employees

Sax Wealth Advisors, LLC operates as an independent registered investment advisor within the financial services sector. Based in Parsippany, New Jersey, the firm is a subsidiary of SAX, a broader accounting, tax and advisory practice serving the New York tri-state area. It emphasizes personalized service delivered by a dedicated team of advisors, combining close client attention with the capabilities typically associated with larger firms.

It serves clients seeking comprehensive financial guidance across different life stages, prioritizing overall financial goals over portfolio performance alone. In January 2026 the firm expanded through acquisitions, with Sax Wealth Advisors acquiring Sierra Financial Advisory Inc. and its affiliated Sierra Financial Advisors LLC, while SAX also acquired Scheidel, Sullivan & Lanni CPA LLC. The development reflects ongoing growth within SAX's professional services network while maintaining Parsippany as the core base for Sax Wealth Advisors.

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