Who We Are
Our Team
At Judge & Associates Wealth Management, we help you to define your financial objectives, and then use that knowledge to recommend a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.We engage with our clients to create and recommend a “game plan” to help them in reaching their goals and dreams. To us, success depends on strong communication, adaptability to evolving circumstances, and a steadfast commitment to our clients’ life goals. We take great pride in serving many generations of clients. We proudly celebrate with them their retirements, dream homes, the births of children and grandchildren, graduations, and the creation of lasting legacies that they are able to share with future generations.
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Awards
2026 Forbes Best-in-State Wealth Advisors and 2026 Best-in-State Women Wealth Advisors
We are thrilled to celebrate Donna Judge on being named to the 2026 Forbes Best-in-State Wealth Advisors and 2026 Best-in-State Women Wealth Advisors lists! 🎉These well-deserved recognitions reflect Donna’s unwavering commitment to her clients and the care, dedication, and personalized guidance she brings to every relationship. Her passion for helping clients pursue their financial goals is at the heart of everything she does.Please join us in congratulating Donna on this exciting achievement! 👏
Janney’s 2025 Outstanding Woman Advisor of the Year
In September 2025, Donna Judge was named Janney's Outstanding Woman Advisor of the Year.
Forbes Best-In-State Women Wealth Advisor 2025
In February 2025, Donna L. Judge was named to the 2025 Forbes Best-In-State Women Wealth Advisors List.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Supporting our Service Members through Save A Suit
Supporting our Service Members through Save A Suit
Fighting Hunger on the Shoreline
Last week, we had the joy of gathering with our amazing clients for our annual Mystic Client Appreciation Dinner — a chance to say thank you for the trust, relationships, and community we’ve built together.This year, we wanted our celebration to extend beyond the room… so we partnered with The Shoreline Soup Kitchen & Pantries to collect food donations for local families in need. Thanks to the generosity of our clients, we filled our donation bins and our hearts. ❤️We are truly grateful for a community that not only supports us, but also shows up to support others. Together, we can make a difference — one meal, one act of kindness, one evening at a time.Thank you to everyone who joined us and contributed. We look forward to continuing to serve you and our community in meaningful ways.✨ With gratitude,Donna, Adam, Stephen, and Lisa
Empowering Financial Literacy
Judge & Associates Wealth Management Attends IMPACT Conference in Philadelphia, Supports Philadelphia Financial Scholars
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
