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

For more than 25 years as an independent advisor, Gabor has been helping his clients to focus on living their lives rather than worrying about their finances. Driven by his passion for helping people, he is dedicated to educating and coaching his clients as they make important financial and "life" decisions throughout their lifetime.

As a result of his experience in both the insurance and investment arenas, Gabor’s approach to planning is both truly holistic and unique. His objective is to create a balanced plan that works under a myriad of circumstances, not just when the markets are up. In Gabor's experience, this approach has been invaluable for his clients, especially during the tech bubble of 2000, the financial crisis of 2008, and the pandemic of 2020.

Gabor’s philosophy in life is that we are here to serve others and make the world a better place. Introducing creative charitable planning strategies to his clients has enabled them to give more to the charities and causes that are most dear to them, while still providing for their retirement and their children.

Gabor is a member of the Financial Services Institute, a qualifying & life member of the Million Dollar Round Table (Top of the Table® qualifier), and serves on the Community Foundation of New Jersey’s Legal, Wealth, and Tax Advisory Committee. He holds the CLU®, ChFC®, and CAP® (Chartered Advisor in Philanthropy®) designations from The American College and obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2000. He holds FINRA Series 6, 7, 24, 63, and 65 securities registrations through Commonwealth Financial Network® as well as insurance licenses in life & health and property & casualty.

Gabor is active in the community and supports several charities, including the MS Society and the Randolph Regional Animal Shelter. He enjoys skiing, hiking, tennis, music, riding his motorcycle, and spending time with his family. He is fluent in German and has close ties to family and friends in Austria and Hungary (and in case you’re wondering, Gabor is the Hungarian equivalent of Gabriel).

See Accomplishments

This award was issued on 12/01/2023 by Five Star Professional (FSP) for the time period 03/13/2023 through 09/29/2023. 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. 6,515 New Jersey-area wealth managers were considered for the award; 462 (7% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 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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Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through Mendham Wealth Partners, LLC.

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.