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Advisor Insights

SEARCH ARTICLES September 28, 2018 DHJJ Financial Advisors Promotes Kathy Byrne to Principal By Stephanie Gandsey September 24, 2018 Retirement on the Horizon: A Financial Planning Checklist By Cammy Corso September 6, 2018 Life Insurance – Understanding the Tax Implications By Paul Minta September 6, 2018 Trust Planning Opportunity and the 65 Day Rule By…

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CYBERSECURITY Whether it is phishing, ransomware or other types of attacks, cybercrimes continue with more sophistication than in past years. Our advisors understand your worries about cybercrime and want to ensure you that we keep up with the latest recommendations on cybersecurity. If you find out there has been a breach with any of your information, please call…

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What We Do

DHJJ Financial Advisors’ approach to financial planning is based on providing a full-service program that integrates individual income tax planning along with investment management, resulting in a holistic strategy to help our clients maximize their financial success. Our investment advisers are CERTIFIED FINANCIAL PLANNER professionals and Certified Public Accountants which enable them to overlap their expertise in asset management, financial planning, and income tax law to provide unique solutions to our clients’ needs.

Asset Management

Custom investment portfolios based on your goals and objectives

Financial Planning

Comprehensive evaluation and analysis to assess current financial situation and plan for the future.

*Please Note: Advisory services provided by DHJJ Financial Advisors (“Advisors”), an SEC registered investment adviser. Accounting services can be provided by Advisors’ affiliated entity, DHJJ Certified Public Accountants (“CPA”), per the terms and conditions of a separate written engagement agreement. No Advisors’ client is under any obligation to engage CPA, and vice-versa. As more fully discussed in Advisors’ written disclosure Brochure, a recommendation that an Advisors’ client engage CPA, and vice-versa, presents a conflict of interest.