Career Opportunities Like This Don’t Happen Every Day.

We believe our partnership with Oxford Harriman & Co. will help each of our new team members maximize their professional potential.

Helping Financial Advisors Gain Control of Their Careers

If you want freedom, flexibility and a way to help accelerate the growth of your business, you might fit right in at The Princeton Group.

Watch the video below for more information on what partnering with us could mean for your future.

Ready To Take The Next Step In Your Career?

Are you a financial advisor who is interested in learning how to craft your career at Wells Fargo Advisors? In this video, financial advisors discuss the three different business models Wells Fargo Advisors offers. As a financial advisor at Wells Fargo Advisors, you have the ability to choose the business model that is right for you and allows you to best serve your clients.

Career Change

Becoming an independent financial advisor with The Princeton Group is an excellent opportunity to build long-term wealth for yourself and your clients. Call 267-392-5189 to request more information about becoming a financial advisor with The Princeton Group.

Become an FA

Why become an independent financial advisor with The Princeton Group? The Princeton Group provides you the independence, flexibility, and resources you need to grow your practice and serve your clients. We truly believe that your success is our success.

Don't Be Left Behind: Join The Princeton Group's Growth Trajectory

When was the last time you did due diligence on your career? It might have been awhile between client meetings, portfolio reviews and trying to build your book.

Now, imagine you hear about The Princeton Group, a financial advisory practice that:

  • Formed 15 years ago

  • Offers a great deal of independence

  • Is expected to have $5.5 billion AUM by the end of June, 2024

  • Has added 12 new financial advisors over the past two years

You might think that company is on the upswing.

Chris Kelly
“Transitioning my business was much easier than I could have hoped and even led to great client interactions…My only regret is that I did not do so earlier."

Chris Kelly
First Vice President

Then, you hear The Princeton Group is partnering with Oxford Harriman & Co., another sizeable financial advisory practice. As a result, this newly joined company will:

  • Become one of the largest Wells Fargo Advisors Financial Network groups in the country

  • Effectively double its number of team members

  • Still be focused as ever on pursuing growth

 Hopefully, you’d want to be a part of this transformative industry happening — because we want you to join!

Caroline Jones
“I believe this new partnership shows our collective commitment to improving every day. Professionally and personally.”

Caroline Jones, CRPC©
Vice President
Financial Advisor

Does This Sound Like You?

  • A client-first thinker who wants to focus on service — not quotas

  • A professional who wants more flexibility and independence

  • An advisor who wants an extensive professional support network

  • Somone who would feel empowered with world-class research and resources

Then you’d fit right in.

Matt Adams
“With this partnership, we’re doubling down on our commitment to inspire advisors with the resources and independence they need to thrive.”

Matthew Adams
Vice President
Financial Advisor

See What Can Be

Reach out and introduce yourself. We just might be a good fit for your professional growth.

The experiences discussed are specific to those associates listed and may not be representative of the experience of other associates.