Founded in 1988 Offill Financial Group was formed to provide specialized wealth management solutions. Over time, with the development of new technologies and service providers additional services like tax planning and preparation, Estate Planning and our own Registered Investment Adviser,  Princeton Center Planning and Investments, LLC, expanding our ability to bring ALL of the tools to meet the growing needs of Clients.

Our Philosophy

When it comes to sound financial planning, knowing where you want to go and how to get there is the key to long-term success and security. In our view, when growing and managing wealth, there’s nothing that happens in a vacuum. Every aspect of your financial life is impacted by the rest. 

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The Whole is Greater Than the Sum of It's Parts

If you imagine each facet of financial planning as a gear in an engine, you soon realize that only when working in unison can they be effective at propelling you forward toward your goals. In the case of long-term wealth management, the engine is your financial life -- it’s one you need to take good care of with regular service and inspection. 

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