Plan for tomorrow.
Advisors who understand your values, goals and dreams.
Clear Financial Plan.
Comprehensive Investment Strategy.
Confidence in Tomorrow.
Do you find yourself
concerned about…
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Your investment strategy?
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Your retirement?
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Saving for college?
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Impact of inflation?
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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.
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.
Our Services Include:
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Comprehensive Financial Planning
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Investment Management
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Portfolio Design & Implementation
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Retirement Planning
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College Planning
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Tax Planning
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Stock Option Analysis
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Employer-Sponsored Retirement Plans
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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 comprehensive 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.
This week on “Inside the Economy”, we discuss the headline news of two bank failures as well as other economic data. Silicon Valley Bank (SVB) was taken into conservatorship by…
This week on “Inside the Economy”, we discuss the consumer and inflation. Over the past 2 years we have seen household savings decrease and shelter prices increase, yet we have…
This week on “Inside the Economy”, we discuss important economic data. Inflation is trending lower, however it’s uncertain what it will take to achieve the Fed’s 2% target. The housing…
