Comprehensive Financial Planning at Any Stage in Life
Whether you are retired, retiring, building wealth, or going through transitions like having children, or selling a business, a comprehensive financial plan and investment strategy can help you have peace of mind. Our team of CERTIFIED FINANCIAL PLANNER™ professionals work with you to develop a personalized investment and wealth management strategy that revolves around your life stage and financial goals.
At SHJ Wealth Advisors we appreciate all of our clients who have entrusted us with their financial lives. It has been our responsibility and privilege to partner with our clients for nearly 30 years.
Our Difference, Your Results
Financial Planning & Investment Management
We strive to dispel common fears our clients have when dealing with money. When a financial strategy is made to be personal and meaningful, we find tension and stresses are reduced, empowering you to make sound financial decisions. It is our commitment to build long-term relationships with clients and to help them achieve success by implementing expert financial planning and investment strategies.
Straight-forward Fees, No Product Sales
Our only responsibility is to you and our clients. Our transparent fee structure, with no commissions and no product sales, helps us serve you objectively. As fee-only fiduciaries, we serve you with competence and integrity and keep your best interests at heart.
See Our Approach to Wealth Management
We operate as a team of financial advisors, rather than just individuals, to give you the best financial planning and investment management experience available. Hear from our founders directly and see why our wealth management firm is truly different from the rest.
A Strong Financial Plan and Investment Strategy Starts with You
Start working toward your economic independence today with a no-obligation, complimentary consultation with one of our CFP® professionals.
Economic Outlook & Insights Reports
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.
See how the economy is affecting your wealth management goals and visit our Blog for a full archive of previous outlooks.
Thoughts to help you Plan, Invest and Succeed.
Specializing in You, Your Financial Choices, and Your Wealth
We understand that your investment strategy and wealth management goals are unique to you and you alone. While our financial advisors are here to help you every step of the way, we also provide the financial resources, forms, and answers to top questions so you can feel comfortable in the choices you’re making.