Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services in Roseland, NJ

Beacon Pointe is a New Jersey based wealth advisor and is one of the largest Registered Investment Advisor firms (RIAs) in the nation working with institutions, defined contribution plans, individuals and families. Our team of investment advisors and financial planners in the New Jersey area focuses on full service financial planning and research driven investments.

Our fiduciary responsibility to clients and our holistic allWEALTH® approach addresses all aspects of your financial well-being including but not limited to wealth and retirement planning, estate and tax strategy planning, insurance reviews and risk assessments, charitable giving and education planning, values-based (SRI/ESG) investing, life transition support for divorcées and widows, financial planning for business owners and multi-generational family wealth and legacy planning.

We look forward to connecting with you virtually or at our Roseland, New Jersey office to see how best we can assist you with your investment portfolio and financial planning needs.

Contact Information

info@beaconpointe.com
 (973) 496-8611

103 Eisenhower Parkway,
Suite 202

Meet the New Jersey Financial Advisor Team

Filter By

  • Justin Poplawski, CFP®, RICP®, PPC®

    Senior Wealth Advisor

    View Profile

  • Scott Drown, CIMA®, CAIA®, AAMS

    Director, Operations

    View Profile

Justin Poplawski, CFP®, RICP®, PPC®

Senior Wealth Advisor

Justin is a Senior Wealth Advisor at Beacon Pointe Advisors with nearly two decades of extensive financial services experience under his belt. Justin is responsible for providing clients with comprehensive financial planning experience including estate, retirement, tax, and risk management planning, along with investment management; developing holistic financial strategies to help clients meet their goals. Justin holds a degree from William Paterson University and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, a Retirement Income Certified Professional (RICP®), and a Professional Plan Consultant® (PPC®). Residing in New Jersey with his wife, Lindsay, and their three children, Justin derives fulfillment from outdoor pursuits, golf, fitness activities, and cherished moments with his family.

Scott Drown, CIMA®, CAIA®, AAMS

Director, Operations

Scott serves as the Director of Operations for the Beacon Pointe Roseland office and is responsible for overseeing day-to-day firm operations, implementing policy and procedures, and working closely with the client service team to provide an exceptional client service experience. With over two decades of financial services experience, Scott is a seasoned professional and is passionate about helping his clients achieve their life and legacy goals. Prior to joining Beacon Pointe, Scott directed operations for Reed Finney, and before that, directed operations for the Beacon Pointe Advisors team in their Tri-State office, specifically involved with the firm’s Alternative Investment Operations. Scott received his Bachelor of Arts in Economics from Rutgers University, his Certified Investment Analyst (CIMA®) designation from the Investment Management Consultants Association, his CAIA® designation from the Chartered Alternative Investment Analyst Association, and his Accredited Asset Management Specialist (AAMS) designation from the College of Financial Planning. He is also a member of the Investment Management Consultants Association. Scott currently resides in Long Valley, NJ with his three sons. Outside of the office, Scott enjoys volunteering and coaching youth sports (football, basketball, and baseball) and enjoys mountain biking and running.

Meet the New Jersey Financial Advisor Team

Filter By

  • Justin Poplawski, CFP®, RICP®, PPC®

    Senior Wealth Advisor

    View Profile

  • Scott Drown, CIMA®, CAIA®, AAMS

    Director, Operations

    View Profile

Justin Poplawski, CFP®, RICP®, PPC®

Senior Wealth Advisor

Justin is a Senior Wealth Advisor at Beacon Pointe Advisors with nearly two decades of extensive financial services experience under his belt. Justin is responsible for providing clients with comprehensive financial planning experience including estate, retirement, tax, and risk management planning, along with investment management; developing holistic financial strategies to help clients meet their goals. Justin holds a degree from William Paterson University and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, a Retirement Income Certified Professional (RICP®), and a Professional Plan Consultant® (PPC®). Residing in New Jersey with his wife, Lindsay, and their three children, Justin derives fulfillment from outdoor pursuits, golf, fitness activities, and cherished moments with his family.

Scott Drown, CIMA®, CAIA®, AAMS

Director, Operations

Scott serves as the Director of Operations for the Beacon Pointe Roseland office and is responsible for overseeing day-to-day firm operations, implementing policy and procedures, and working closely with the client service team to provide an exceptional client service experience. With over two decades of financial services experience, Scott is a seasoned professional and is passionate about helping his clients achieve their life and legacy goals. Prior to joining Beacon Pointe, Scott directed operations for Reed Finney, and before that, directed operations for the Beacon Pointe Advisors team in their Tri-State office, specifically involved with the firm’s Alternative Investment Operations. Scott received his Bachelor of Arts in Economics from Rutgers University, his Certified Investment Analyst (CIMA®) designation from the Investment Management Consultants Association, his CAIA® designation from the Chartered Alternative Investment Analyst Association, and his Accredited Asset Management Specialist (AAMS) designation from the College of Financial Planning. He is also a member of the Investment Management Consultants Association. Scott currently resides in Long Valley, NJ with his three sons. Outside of the office, Scott enjoys volunteering and coaching youth sports (football, basketball, and baseball) and enjoys mountain biking and running.

Meet the New Jersey Financial Advisor Team

Filter By

  • Justin Poplawski, CFP®, RICP®, PPC®

    Senior Wealth Advisor

    View Profile

  • Scott Drown, CIMA®, CAIA®, AAMS

    Director, Operations

    View Profile

Justin Poplawski, CFP®, RICP®, PPC®

Senior Wealth Advisor

Justin is a Senior Wealth Advisor at Beacon Pointe Advisors with nearly two decades of extensive financial services experience under his belt. Justin is responsible for providing clients with comprehensive financial planning experience including estate, retirement, tax, and risk management planning, along with investment management; developing holistic financial strategies to help clients meet their goals. Justin holds a degree from William Paterson University and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, a Retirement Income Certified Professional (RICP®), and a Professional Plan Consultant® (PPC®). Residing in New Jersey with his wife, Lindsay, and their three children, Justin derives fulfillment from outdoor pursuits, golf, fitness activities, and cherished moments with his family.

Scott Drown, CIMA®, CAIA®, AAMS

Director, Operations

Scott serves as the Director of Operations for the Beacon Pointe Roseland office and is responsible for overseeing day-to-day firm operations, implementing policy and procedures, and working closely with the client service team to provide an exceptional client service experience. With over two decades of financial services experience, Scott is a seasoned professional and is passionate about helping his clients achieve their life and legacy goals. Prior to joining Beacon Pointe, Scott directed operations for Reed Finney, and before that, directed operations for the Beacon Pointe Advisors team in their Tri-State office, specifically involved with the firm’s Alternative Investment Operations. Scott received his Bachelor of Arts in Economics from Rutgers University, his Certified Investment Analyst (CIMA®) designation from the Investment Management Consultants Association, his CAIA® designation from the Chartered Alternative Investment Analyst Association, and his Accredited Asset Management Specialist (AAMS) designation from the College of Financial Planning. He is also a member of the Investment Management Consultants Association. Scott currently resides in Long Valley, NJ with his three sons. Outside of the office, Scott enjoys volunteering and coaching youth sports (football, basketball, and baseball) and enjoys mountain biking and running.

Connect with one of our trusted Financial Advisors in the Roseland, NJ area.

We are here to be a partner with you on your personal wealth journey.  Please contact us if we can be of service.

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