John P. Middleton,  CFP<sup>&reg;</sup> - Financial Advisor

John P. Middleton, CFP®

CFA, AIF®,CAIA

Senior Wealth Advisor

Mercer Advisors

67 Park Place East, 7th Floor
Morristown, NJ 07960
FINANCIAL ADVISOR'S WEBSITE
(908) 730-7000 CONNECT WITH John
  • facebook link
  • twitter link
  • linkedin link

General

John Middleton is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Mercer Advisors in Morristown, NJ and the surrounding communities.

Financial Advisor Overview

I provide financial coaching, financial planning and investment management services to individuals. My objective is to help my clients achieve their goals.

More

Financial Advisor Experience

30+ years in the financial services industry 10+ years with Brighton Financial Planning

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Estate Planning, Investment Management, Disaster Recovery, Getting Divorced, Getting Married, Mutual Funds, Job Loss, Retirement, Stocks & Bonds, Life Planning, Starting a Family, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Women's Finances

More

Helpful Financial Planning Resources