Our Company

Who We Are

At SHJ Wealth Advisors we are a dedicated, multigenerational group of professionals who serve clients as a calling, not just a job. We are here to serve you and your family today and for generations to come. As a Denver-based firm, we help clients throughout Colorado and the United States. We have a team of eight Certified Financial Planner™ professionals to help you create a personal financial plan and customized portfolio geared towards meeting your goals.


As fiduciaries, we focus on a client-first approach to financial planning and investment management. We have been acting as a fiduciary for our clients (always acting in the client’s best interest) since inception, more than 25 years ago.


What Drives Us

Our satisfaction comes from helping others. In a complex financial world, we enjoy simplifying clients’ financial lives. If you are committed to your financial future, we are committed to helping you.

Referral Based

Many of our clients come to us through introductions from those who know, trust and respect our work.