Nicholas Pantle

Nick brings over a decade of experience helping high-net-worth families achieve financial independence, with a particular focus on business owners and professionals. By taking the time to truly understand each client’s unique needs, he builds strategies that align with their goals and simplify the path to lasting financial success.

A CERTIFIED FINANCIAL PLANNER™ (CFP®), Nick also holds the Chartered Retirement Planning Counselor℠ (CRPC®) and Certified Plan Fiduciary Advisor (CPFA®) designations, underscoring his commitment to advanced and comprehensive financial planning. These credentials reflect his ability to guide clients through complex decisions with clarity and confidence.

Deeply rooted in the South Jersey community, Nick has served as President of the Moorestown Lunch Rotary, as a board member for the Community House of Moorestown, and previously with the YMCA Burlington County Advisory Board. Outside of work and volunteering, he enjoys golfing, traveling, home projects, and staying active. A devoted family man, Nick loves spending time with his wife, Courtney, their son, Jay, and their two dogs, Cody and Ruby — especially Ruby, a rescued handicapped poodle who holds a special place in their hearts.