Generations of Planners.
Do you find yourself…
Without a financial advisor?
Worried about portfolio changes?
Wondering if your advisor will sell again?
SHJ Wealth Advisors is not for sale. We understand how frustrating it is when your financial advisor sells their firm. Maybe you’ve been passed from new advisor to new advisor or seen dramatic changes to your portfolio. Or perhaps you are unsure if this new firm is in it for the long haul.
For over 30 years we’ve walked alongside our clients creating solutions that provide them with confidence in their future. Our team is intentionally composed of generations of planners working collaboratively to serve your family for a lifetime. Every financial plan we create and investment strategy we execute is rooted in the values and goals of our clients. And we aren’t going anywhere.
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.
Your Best Interest
Our guiding principle is to act as fiduciaries which simply means we always act in the best interest of our clients.
Our Services Include:
Comprehensive Financial Planning
Portfolio Design & Implementation
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 a firm who will be with you for your lifetime. We also know you want enjoy life now and feel confident in your plan for retirement. Regardless your financial planning journey, we want you to thrive.
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 welcome you to your firm for life so you can feel confident in your tomorrow.