Certus Financial Group, powered by the global resources of UBS Financial Services Inc., is a trusted advisor for middle market business owners in Florham Park, NJ. Their dedicated team helps clients align their business interests with their personal, family, and financial goals, offering a mix of exit planning insight, disciplined financial planning, and institutional investment management experience.
With the personalized touch of a boutique family office and the resources of a global wealth management leader, Certus Financial Group aims to be the go-to source for advice and solutions across every stage of life. They work with entrepreneurs, corporate executives, and multigenerational families, providing comprehensive services that go beyond investment needs.
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