Five Star award winner Mendham Wealth Partners, LLC

PROFESSIONAL PROFILE

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Mendham Wealth Partners, LLC

Gabor Nagy, CFP^®, CLU^®, ChFC^®, CAP^®

Principal

5 Cold Hill Rd South, Bldg 20, Ste F

Mendham, NJ 7945

Office: 973-543-3335

gabor.nagy@mendhamwealth.com
www.mendhamwealth.com

Professional Approach

Gabor is a dedicated independent wealth manager with over 30 years of experience, helping clients grow and preserve their wealth while living more meaningful, fulfilling lives. Driven by a deep passion for service, he is committed to educating and guiding his clients through the complex financial and life decisions they encounter along the way.

With extensive experience in both insurance and investments, Gabor brings a truly holistic and uniquely balanced approach to financial planning. His primary goal is to build resilient strategies, designed to perform well under a wide range of market conditions, not just when markets are up. This perspective has proven invaluable to his clients during periods of uncertainty, including the 2000 tech bubble, the 2008 financial crisis and the 2020 pandemic.

Gabor’s life philosophy centers on making a positive impact. He frequently introduces clients to creative charitable planning strategies that allow them to give more to the causes they care about, while still meeting their retirement goals and providing for their families.

He holds multiple industry designations, is a member of the Financial Services Institute and serves on the Legal, Wealth and Tax Advisory Committee for the Community Foundation of New Jersey.

Outside of work, Gabor is actively involved in his community, supporting causes close to his heart, including the MS Society, Embrace Kids Foundation and the Randolph Regional Animal Shelter. In his free time, he enjoys traveling, skiing, hiking, music, riding his motorcycle and spending quality time with his family. Fluent in German, Gabor maintains close connections with friends and family in Austria and Hungary. (And in case you’re wondering, Gabor is the Hungarian equivalent of Gabriel.)

See Accomplishments

This award was issued on 11/01/2025 by Five Star Professional (FSP) for the time period 03/13/2025 through 09/05/2025. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 7682 New Jersey-area wealth managers were considered for the award; 400 (5 % of candidates) were named 2026 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2025: 7,425, 431, 6%, 12/1/24, 3/13/24 - 10/7/24; 2024: 6,515, 462, 7%, 12/1/23, 3/13/23 - 9/29/23; 2023: 6,606, 407, 6%, 12/1/22, 3/21/22 - 10/18/22; 2022: 6380, 431, 7%, 12/1/21, 4/12/21 - 10/15/21; 6123, 459, 7%, 12/1/20, 3/30/20 - 10/23/20; 2020: 6210, 480, 8%, 12/1/19, 3/1/19 - 10/16/19; 2019: 6097, 477, 8%, 12/1/18, 3/21/18 - 10/12/18; 2018: 4383, 415, 9%, 12/1/17, 2/21/17 - 10/12/17; 2017: 3868, 664, 17%, 11/1/16, 2/25/16 - 10/7/16; 2016: 4143, 626, 15%, 11/1/15, 4/15/15 - 10/16/15; 2015: 5063, 672, 13%, 12/1/14, 4/15/14 - 10/16/14; 2014: 3315, 646, 19%, 12/1/13, 4/15/13 - 10/16/13; 2013: 4049, 733, 18%, 12/1/12, 4/15/12 - 10/16/12; 2012: 1312, 400, 30%, 11/1/11, 4/15/11 - 10/16/11.

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Mendham Wealth Partners, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.