Here for you today.
And for all of your tomorrows.

We look forward to getting to know you, your goals and your dreams.

Generations of Planners.

Team Approach.

Proven History.

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.

Are you ready to find a new financial planning home?

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?

Your Best Interest

Our guiding principle is to act as fiduciaries which simply means we always act in the best interest of our clients.

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

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 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.

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.

A Look at Diversification

| SHJ Blog | No Comments
A Look at Diversification Ancient Chinese merchants were said to have developed a unique way to manage their risk. They would divide their shipments among several different vessels. That way,…

Inside the Economy: Consumer Confidence, Mortgage Rates and US Markets

| Economic Discussion, Economy, SHJ Blog | No Comments
Watch on YouTube> This week on “Inside the Economy”, we discuss consumer confidence, mortgage rates, and U.S. Markets. The May consumer confidence index report shows a higher than anticipated reading.…

The Value of Insuring Against Life’s Risks

| SHJ Blog | No Comments
The Value of Insuring Against Life’s Risks Did you know that... 1. Fifty-seven percent of American workers have no private short-term disability insurance.1,2 2. Sixty-five percent of working people in…
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