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Snowden Lane Partners taps Bernheimer to lead new office in Metuchen

Summary by ROI-NJ
Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, announced that Joe Bernheimer has joined the firm as senior partner and managing director. Bernheimer, an industry veteran with $141 million in client assets, will establish a new office location in Metuchen. “Joe is an exceptional advisor, and his commitment to delivering holistic, personalized solu…
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ROI-NJ broke the news in on Monday, November 17, 2025.
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