Mountain Avenue Capital
31yrs
Top 10% by experience in New Providence
39yrs
Robert Tilson
Financial advisor at Tilson Financial Group
Robert Tilson has worked in the financial industry for 39 years and is a fiduciary financial advisor based in New Providence, New Jersey. Robert has been with Tilson Financial Group since 2014; before that, Robert spent seven years at Cambridge Investment Research Advisors and two years at Walnut Street Securities. Robert holds the CFP® designation.
One of 20 advisors with offices in New Providence, and one of 15 fiduciaries.
At a glance
Experience39 years (since 1988)
How that compares ?Top advisor by experience in New Providence
Office98 Floral Avenue Suite 103, New Providence, NJ 07974
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.61 million
Advisors at the firm8
States licensed ?1 state
Services through Tilson Financial Group
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2014 – nowTilson Financial Group Inc.Current firm
- 2005 – 2012
- 2003 – 2005Walnut Street Securities, Inc.Previously
- 1993 – 2003Nathan & Lewis Securities, Inc.Previously
Contact Robert
(908) 561-6203Tilson Financial Group main office 98 Floral Avenue Suite 103New Providence, NJ 07974Office · Get directions
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Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Robert
How do I contact Robert?
Call Tilson Financial Group at (908) 561-6203 and ask for Robert Tilson. Robert works from the New Providence, NJ office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1988, about 39 years. Top advisor by experience in New Providence.
What licenses does Robert hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Tilson Financial Group reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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