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.

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Transition Support

Have you considered transitioning to Wells Fargo Advisors Financial Network? Listen to this honest conversation with financial advisors, for financial advisors.
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The Princeton Group would like to thank those who have served and those who continue to serve our country as members of the United States military.

In this Veterans Day video, we are honoring the veterans who are part of The Princeton Group family. Their willingness to serve and the sacrifices they made truly speak to the core of their character. Thank you for your service.

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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.
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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.
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Stock Market

Many people are worried about what is happening in the stock market and how it impacts YOU. Contact us to get a second opinion on your portfolio so you can make more informed decisions about your financial future.
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We're excited to announce the opening of our Arlington Heights, Illinois office and welcome six new financial advisors to The Princeton Group family.

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 firm that:

  • Formed 15 years ago

  • Offers a great deal of independence

  • Will 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 firm. As a result, this newly joined company will:

  • Become one of the largest Wells Fargo Financial Advisors 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 Princeton Group

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

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