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Waterstone Wealth Advisors LLC Employee Directory

Financial ServicesNew Jersey, United States2-10 Employees

Waterstone Wealth Advisors LLC is a fee-only registered investment advisor based in Somerset, New Jersey. The firm provides comprehensive financial planning and investment management services to individuals seeking informed, prudent financial decisions, aiming to align client interests with professional guidance provided by an independent, employee-owned practice. Led by Managing Member John C. Moynihan, CFP®, the company emphasizes a client-centric approach, focusing on supporting clients through both achievements and challenges. Operating within the financial services sector, Waterstone positions itself as independent from larger financial organizations, offering services that reflect its stated commitment to acting in clients’ best interests.

Find Waterstone Wealth Advisors LLC employees' phone numbers or email addresses

Waterstone Wealth Advisors LLC Global Highlights

Location
Employees

North America
2

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  • United States Of America
    2

Waterstone Wealth Advisors LLC's Leadership

  • Stylized image of a person
    J. M. C.
    Managing Member, Cfp
    Mobile Phone

Waterstone Wealth Advisors LLC Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Banking
  • Other
  • Community & Social Services

Contact profiles from Waterstone Wealth Advisors LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    J. M. C.
    Managing Member, Cfp
    Mobile Phone
    United StatesNew Jersey
    May 30, 2026

Frequently Asked Questions

What is Waterstone Wealth Advisors LLC known for?

Minus sign iconPlus sign iconWaterstone Wealth Advisors LLC was founded in 2006 operates in the Financial Services industry. Explore Waterstone Wealth Advisors LLC's company overview page for more information.

What is Waterstone Wealth Advisors LLC's most common email format?

Minus sign iconPlus sign iconWaterstone Wealth Advisors LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Waterstone Wealth Advisors LLC email formats with LeadIQ.

How many employees does Waterstone Wealth Advisors LLC have currently?

Minus sign iconPlus sign iconWaterstone Wealth Advisors LLC has approximately 2 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Waterstone Wealth Advisors LLC's key employees and leadership?

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As of August 2026, Waterstone Wealth Advisors LLC's key employees include:

  • Managing Member, Cfp: J. M. C.

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