Tupler Financial

Tupler Financial The team at Tupler Financial has been helping busy executives, professionals and entrepreneurs plan for life since 1999.

Planning for Life is more than a tagline, it is a distinct mindset and approach to applying financial knowledge and guidance combined with personalized client service. We take the time to truly get to know and understand our clients’ financial situation, needs, and goals. Our team includes CERTIFIED FINANCIAL PLANNER™ professionals who have met extensive requirements and are bound by additional et

hics standards to pursue your best interest. We strive to help clients by utilizing specialized financial and investment strategies designed to increase confidence in the pursuit of financial independence. We would be thrilled with the opportunity to help you do the same. We invite you to connect with us here and contact us at 908.203.8811 to learn more about how we can help you plan for life. Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. Tupler Financial, 28 Mountain Blvd, Warren, NJ 07059, (908) 203-8811. The Financial Advisors associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s BrokerCheck for a list of current registrations. Review our Terms of Use: www.commonwealth.com/termsofuse.html.

Congratulations to Dave Vickroy on his 20th anniversary with Tupler Financial!Andy and Dave first met serendipitously in...
05/12/2026

Congratulations to Dave Vickroy on his 20th anniversary with Tupler Financial!

Andy and Dave first met serendipitously in 2006 through a mutual acquaintance. From that very first meeting, they both recognized the potential for something great and agreed it would be a perfect fit to work together.

That moment marked the beginning of a remarkable professional partnership and friendship.

Two decades later, Dave continues to be a great member of our team, bringing dedication, expertise, and a positive spirit to everything he does.

His contributions have helped shape who we are today, and we are incredibly grateful for his commitment over the years.

Congratulations, Dave, on this great milestone!

Check out our team's personal updates from over the past quarter!
02/06/2026

Check out our team's personal updates from over the past quarter!

Not all tech trends matter, but some are worth understanding. Artificial intelligence is changing how we search, new dev...
01/22/2026

Not all tech trends matter, but some are worth understanding.

Artificial intelligence is changing how we search, new devices are evolving, and self-driving cars are growing fast.

Discover the innovations that may truly matter in 2026. https://bit.ly/49GVP4X

From everyone on the Tupler Financial Team, we wish you and your family the happiest of holidays!To get in the holiday s...
12/23/2025

From everyone on the Tupler Financial Team, we wish you and your family the happiest of holidays!

To get in the holiday spirit, Connor, Jake, and Natalie volunteered to wrap gifts for adults with disabilities that live at group homes run by Everas Community Services. We are happy and proud to spread warmth and generosity around our community during the holiday season.

If charitable giving is part of your financial plan, 2026 changes are worth a look.Beginning next year:• Donations won’t...
12/16/2025

If charitable giving is part of your financial plan, 2026 changes are worth a look.

Beginning next year:
• Donations won’t be deductible until they exceed 0.5% of AGI (For example, if a taxpayer had an AGI of $500,000, the first $2,500 donated is not deductible)
• High earners will see a cap on the tax benefit of itemized deductions

Translation? The timing of giving may matter more than ever.

We’re helping clients evaluate whether it makes sense to:
• Give more intentionally in 2025
• Consolidate multiple years of giving
• Use donor-advised funds for flexibility

Good planning keeps your dollars doing the most good — for you and the causes you care about.

From all of us at Tupler Financial, Happy Thanksgiving! 🦃We’re especially grateful for the trust our clients place in us...
11/27/2025

From all of us at Tupler Financial, Happy Thanksgiving! 🦃

We’re especially grateful for the trust our clients place in us each year. Wishing you a day filled with good food, good company, and plenty to be thankful for.

The team celebrated a big milestone yesterday— Josh Murray’s 10-year anniversary at Tupler Financial. We celebrated the ...
11/20/2025

The team celebrated a big milestone yesterday— Josh Murray’s 10-year anniversary at Tupler Financial.

We celebrated the milestone at Luka’s Seafood & Steak House in Warren NJ — good laughs, good steak, and a well-deserved moment to honor the work Josh puts in every day. Congrats, Josh!

Team time well spent! Andy, Josh, and Connor caught up with Farah for the first time in person since she joined the firm...
10/24/2025

Team time well spent! Andy, Josh, and Connor caught up with Farah for the first time in person since she joined the firm in June. Great conversation, great food, and even better company in the National Harbor area.

Andy recently attended the Entrepreneurs’ Organization Nerve Conference, where he had the opportunity to learn alongside...
09/18/2025

Andy recently attended the Entrepreneurs’ Organization Nerve Conference, where he had the opportunity to learn alongside 600+ inspiring entrepreneurs and hear from incredible speakers. It was an energizing experience filled with fresh ideas and connections!

Address

28 Mountain Boulevard
Warren, NJ
07059

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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