Fiduciary Fee-Only Financial Advisory Services and Investments Located in New Jersey

Let’s Make Your Goals A Reality!

We are committed to offering complete objective and unbiased advice.

If you’re looking for a financial and investment advisor that you can trust, we believe you’ve come to the right place. Having spent multiple decades in the financial industry, we here at Julius Wealth Advisors have the experience to understand your needs and provide you with individual wealth advisory solutions. 

Unlike the typical financial advisor and investment advisor, we believe in offering more than just numbers on a quarterly report. We are here to help you identify your long term financial goals and create a tailored plan to achieve them. Plus, we also offer behavioral coaching to support better decision making in the future. 

For more than your standard financial service advisory, schedule an appointment!

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About Us

Our goal is to help you achieve yours.

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Our Process

Personalization and education are the pillars behind our process.

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Our Services

Discover what we can do to create your ideal financial future.

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Our Inspiration

Our Inspiration

Our clients are our family, and for us, family is our foundation.

At the age of ten, Jason Blumstein was inspired by his grandfather, Julius, to learn the meaning of money.

Today, Julius Wealth Advisors is a commitment to continuing that legacy - educating and empowering our client family to become literate and liberated by their wealth.

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Learn How to Stay Calm Amidst Market Volatility

In this ebook, we outline how to stay the course through market ups and downs. Our tips will help you anticipate, rather than fear, market movement.

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