Together We can create a plan for the future you want

Princeton Investment Consulting L. Marc Shegoski, David Sears, Craig M. Leiderman, Lisette Hernandez, Jameson Graham, Ryan T. Iannuzzo

Princeton Investment Consulting






100 Overlook Center
Suite 100
Princeton, NJ 08540

Today's retirement plan landscape, marked by ongoing change, requires greater focus on fiduciary responsibility and new management challenges for plan sponsors. We take a collaborative approach to helping you address these challenges. And working together, we can chart a path to help you manage plan complexity. We are on the front lines of the new retirement, and we stand ready to help you and your participants meet the challenges of today's world.

Marc Shegoski has been recognized as an industry leader.

  • Barron's Top 100 Financial Advisors, 2012, 2013, 2014, 2015, 2016, 2017
  • PLANADVISOR Top 100 Retirement Plan Advisors, 2016
  • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017
  • Barron's Top 1,000 Financial Advisors, 2011, 2012, 2013
  • Financial Times Top 400 Financial Advisers, 2013, 2017
  • Top 100 Wirehouse Advisors, 2014

David Sears has been recognized as an industry leader

  • Forbes America's Top Next-Generation Wealth Advisor, 2017
  • UBS Top 35 Under 35, 2017










UBS Retirement Plan Consulting Services

UBS Equity Plan Advisory Services