Plan for tomorrow.
Enjoy today.

Advisors who understand your values, goals and dreams.

SET UP A DISCOVERY CALL

Clear Financial Plan.

Sound Investment Strategy.

Confidence in Tomorrow.

Do you find yourself
concerned about…

  • Your investment strategy?

  • Your retirement?

  • Saving for college?

  • Impact of inflation?

  • Planning for the next generation?

At SHJ Wealth Advisors, we know there are many variables when it comes to finances and making a clear plan on your own can feel challenging. That’s why for over 30 years we’ve walked alongside our clients creating solutions that provide them with confidence in their future. Every financial plan we create and investment strategy we execute is rooted in the values and goals of our clients.

Everyone has a reason to plan for tomorrow, what’s yours?

SET UP A DISCOVERY CALL

At SHJ Wealth Advisors you can expect…

No Sales, No Commissions

Our only responsibility is to our clients. As fee-only fiduciaries, we serve you with competence and integrity and keep your best interests at heart.

WHY NO COMMISSIONS?

Generations of Planners

Our team is intentionally composed of generations of planners working collaboratively to serve your family for a lifetime.

MEET OUR TEAM

Expansive Knowledge

We are constantly analyzing the intricacies of the markets and the economy, in order to make timely and informed decisions.

WATCH INSIDE THE ECONOMY

Your Path to Tomorrow.

Discover & Plan

We spend time upfront getting to know you, your values and goals. From there we work as a team to craft your personalized financial plan and investment strategy.

Implement & Adapt

Together we put your plan and investments to work for you. As life changes we meet with you to discuss and adapt your plan and investments accordingly.

Thrive & Enjoy

Our ultimate goal is to develop a lasting relationship so you feel confident to enjoy life today and in your plans for tomorrow.

SET UP A DISCOVERY CALL

Our Services Include:

  • Comprehensive Financial Planning

  • Investment Management

  • Portfolio Design & Implementation

  • Retirement Planning

  • College Planning

  • Tax Planning

  • Stock Option Analysis

  • Employer-Sponsored Retirement Plans

  • Environmental, Social and Governance (ESG) Investing

What makes SHJ Wealth Advisors so different?

At SHJ Wealth Advisors we know you want to enjoy life now and feel confident in your plan for retirement. We also understand the many complexities and unique challenges financial planning can present. Regardless of your age or stage of life, we want you to thrive.

That’s why over 30 years ago, our founders broke the mold and created a commission free financial planning firm with the goal to guide our clients to financial wellbeing. Our multigenerational team of CERTIFIED FINANCIAL PLANNERS™ is committed to coming alongside each and every client to create a customized plan and investment strategy that aligns with their values and goals. Throughout the course of our partnership, we’ll adapt to life’s changing circumstances and ensure your goals remain within reach.

The team at SHJ Wealth Advisors is ready to collaborate with you to build a sound financial plan and investment strategy so you can feel confident in your tomorrow.

SCHEDULE YOUR DISCOVERY CALL TODAY

SHJ Insights & Economic Outlook

Watch our financial advisors in action and learn more about the economic factors affecting your investment portfolio. New visitors and existing clients alike are invited to listen to the economic reports within our bi-weekly Investment Committee meetings and read our insights to help you plan for your tomorrow.

Inside the Economy: Consumer Spending and the Inflation Battle

| Economic Discussion, Economy, SHJ Blog | No Comments
This week on “Inside the Economy”, we discuss consumer spending and the progress in the inflation battle. Inflation data, represented by the CPI index, has trended down. However, unemployment remains…

Inside the Economy: U.S. Economy & the Stock Market

| Economic Discussion, Economy, SHJ Blog | No Comments
This week on “Inside the Economy”, we discuss the U.S. economy and the stock market. With the most recent year over year inflation number coming in lower than expected, what…

Inside the Economy: Consumer, Corporate and Government Wallets

| Economic Discussion, Economy, SHJ Blog | No Comments
This week on “Inside the Economy”, we look at U.S. consumer, corporate and government data. Consumers have more in their checking and savings then they did pre pandemic. Inflation seems…
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