About SHJ Wealth Advisors
Our Guiding Principle: Your Best Interest
For over 30 years our guiding principle has been to act as fiduciaries which simply means we always act in the best interest of our clients. We choose to be fiduciaries because we believe it is simply the right way to do business.
No Sales, No Commissions
As fee-only financial advisors, we are compensated directly by our clients for advice, plan implementation and the ongoing management of their investments. Our transparent fee structure, with no commissions and no product sales, allows us to serve you objectively to meet your needs.
Our team is composed of generations of planners working collaboratively to serve our clients and their families. Our team works together for all of our clients to ensure the best client experience for generations to come.
Serving Others You Care About
Most of our clients are referred to us by someone who knows, trusts and values our work. We take joy in providing the same level of care and expertise to our client’s friends, family and colleagues.