About our Marlton team
Our Marlton team was founded on the principle of serving clients under the fiduciary standard of care, always placing their interests at the center of every recommendation. We work with executives, business owners, and multi-generational families to help simplify the complexities of their financial lives. We are committed to developing enduring relationships that allow us to better understand each client’s goals, priorities, and evolving needs, enabling us to provide personalized guidance and thoughtful advice. We recognize that our clients entrust us with more than their wealth. They rely on us to help them pursue their goals, build a lasting legacy, and protect what matters most. We take that responsibility seriously and are dedicated to delivering a client experience defined by knowledgeable guidance, responsive service, and genuine care.
Meet our team
See what our clients are saying
The strongest measure of our success is the experience of the people we serve. Discover why clients have chosen to partner with Hightower Signature Wealth.
Retired Senior Financial Executive at a Large CorporationWife, Parent, Mid-70sI chose the team after an extensive search because they tailored asset management to our family’s needs, including our two adult sons with special needs. Unlike our past advisors, they understood and prioritized our family’s objectives.
This individual is a client of Hightower Signature Wealth & Hightower Advisors, LLC. No compensation was given in exchange for their testimony. Client testimonials provided may not represent the experience of other clients and are not a guarantee of future performance or success.
- Clinical Psychologist Turned Business Owner After Husband’s DeathWidow, Parent, Late 60s
I never anticipated the emotions and strong connections I have with my team. They will be there for my children when I’m no longer here. My life is so much easier having them as part of the equation.
This individual is a client of Hightower Signature Wealth & Hightower Advisors, LLC. No compensation was given in exchange for their testimony. Client testimonials provided may not represent the experience of other clients and are not a guarantee of future performance or success.
- Retired Human Resources ExecutiveSingle, Caretaker of Mother, Mid-60s
My advisor has played a huge role in my planning process. My transition into retirement was well thought out. They helped consolidate my company stock and investments into one place and create a plan for retirement.
This individual is a client of Hightower Signature Wealth & Hightower Advisors, LLC. No compensation was given in exchange for their testimony. Client testimonials provided may not represent the experience of other clients and are not a guarantee of future performance or success.
- ENT Doctor Approaching RetirementHusband, Mid-70s
I have been a client for more than 20 years through changing markets and economic cycles. Their integrity, sound judgment, and client-first approach have earned my trust, and I highly recommend them to anyone seeking a trusted investment partner.
This individual is a client of Hightower Signature Wealth & Hightower Advisors, LLC. No compensation was given in exchange for their testimony. Client testimonials provided may not represent the experience of other clients and are not a guarantee of future performance or success.
Recommended resources by our Marlton advisors
Find answers to your questions about Hightower Signature Wealth
Our Marlton office is located at Five Greentree Centre, 525 Route 73 North Suite 306. Clients can reach the team at (856) 291-9300 or by emailing: Marlton@htsw.com. We serve clients throughout the Greater Philadelphia area and across the United States through both in-person and virtual meetings.
Our team provides comprehensive wealth management and financial planning services designed to help clients navigate complex financial decisions. We offer financial planning, investment management, retirement planning, tax planning, education planning, trusts and estate planning, insurance planning, and wealth preservation strategies. We take a personalized approach, helping each client define and pursue their long-term goals while honoring their family priorities and legacy objectives.
We find that a business can benefit from having a financial plan as much as individuals do. By gathering data and learning about the goals and objectives that a business owner or partners have for their organization, we can help each better understand their priorities and make recommendations accordingly. These can involve the fiduciary review of your corporate retirement plan, managing your cash reserves, executive compensation strategies, helping to properly value your business, or helping to plan your exit strategy.
We help professionals, multi-generational families, business owners, and executives simplify their financial lives and help them navigate change over time. These can involve significant life transitions such as retirement, the birth of a child, the loss of a loved one, divorce, or career transitions. We also help business owners prepare for the future through succession, exit, and retirement planning. Our planning process is tailored to each client’s circumstances, values, and long-term objectives.
Yes. Hightower Signature Wealth advisors serve as fiduciaries, which means we are committed to acting in their clients’ interests when providing investment advice and financial planning. We offer fee-based advisory services, with fees depending on the services provided and the specifics of your relationship. Your advisor will discuss the applicable fee structure with you so you can understand how you are charged and what services are included.
Scheduling a meeting with the Marlton team is simple. You can call (856) 291-9300, contact the office directly through the Hightower Signature Wealth website, or submit an online meeting request. An advisor will typically discuss your goals, current financial situation, and any planning needs before recommending next steps. Initial conversations are designed to help determine whether the team is a good fit for your financial planning and wealth management needs.
To help us begin the planning process, we ask that you gather relevant financial statements and important documents. This often includes investment and retirement account statements, copies of tax returns, employee benefit documents, mortgage statements, information about existing debts, insurance policies, and estate planning documents such as wills or trusts. If you’re self-employed or own a business, bring any information that will help us better understand how your business fits into your total financial picture. Importantly, we will provide checklists and help walk you through each step of the process!
