hero-image

David B. Niles, CFP

125 Half Mile Road Suite 200
Red Bank, NJ 07701
Phone:
  • 732-264-3600
Fax:
  • 732-264-3661

Integrated Solutions

Building on a foundation of unbiased financial planning and independent investment advice, we provide wealth solutions that are customized to your unique circumstances and goals.

Learn More

Personalized Service

We are committed to building and maintaining a long-term relationship with you. We offer the benefit of our experience, education and professional training to help you pursue your financial goals and live the life you envision.

Learn More

Comprehensive Approach

Our approach to comprehensive financial planning is the reason so many families and business owners rely on us to provide effective strategies to help protect and grow their wealth.

Learn More

“We are dedicated to serving you with honesty and integrity, and we hope to establish a lifelong relationship with you built on mutual trust and understanding.”
–David Niles, Founder

Mission Statement:

To be our client's lifelong, trusted advisor who listens and understands their goals, dreams and priorities, and customizes a path to guide them in reaching their goals throughout their financial journey. 


Niles Wealth Management creates unbiased, customized investment strategies aimed at protecting your wealth into and throughout retirement. We focus on your best interests by offering objective advice and personal service as we guide you along the path toward financial independence. 

We strive to earn a reputation for providing exceptional service and putting the needs of our clients first. 

We offer this same commitment to you. Experience how our extensive knowledge, objective advice and innovative tools and strategies can help you make sound decisions about your retirement and your legacy.