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Quaker Wealth Management
Quaker Wealth Management is a premier financial advisor in Moorestown, NJ. The firm helps individuals and families make thoughtful financial decisions with...
Quaker Wealth Management
Quaker Wealth Management is a premier financial advisor in Moorestown, NJ. The firm helps individuals and families make thoughtful financial decisions with clarity and confidence. It provides financial planning, investment management, and estate and legacy planning, with every client relationship supported by a collaborative team.
General information
Firm type
Bank / Wealth / Trust
Year founded
2016
Location
Region
North America
Country
United States
City
Moorestown
Corporate office
Moorestown, NJ, United States
Principals
Jake Heisler
CFP® — Managing Partner, Financial Advisor
Nick DeSantis
CFA, CFP® — Director of Financial Planning
Dan Roccato — Founder | Retired
Tim Miller
CFP® — Partner, Financial Advisor
Nancy McDonald — Director of Administration
Jacqueline Hovsepian — Director of Client Experience and Marketing
Frequently asked questions
Does Quaker Wealth Management publish its AUM or team size?
No. The firm does not publicly disclose assets under management, assets under advisement, or the number of professionals on staff. Its size and scale cannot be verified from available public sources.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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