What We Do
Holistic strategies to maximize your financial success
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 advisors 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.
Asset Management
Financial Planning
Comprehensive evaluation and analysis to assess current financial situation and plan for the future.
Financial PlanningCorporate 401(k) Planning
Your business deserves a customized approach to tax planning.
Corporate 401(k) Planning
Our Team
Professional. Personal. Customized expertise.
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Our expert financial advisors in action
Choosing the right accounting firm isn’t easy, but it makes a big difference to your financial future. You know you need the most up-to-date knowledge and the best skills available to help you make wise decisions that help you reach your goals. But you want to work with people who see you as an individual – not just another set of numbers.
Our Insights
Get a different perspective
Fixed Income Update – 2023
Kathy Jones, the Chief Fixed Income Strategist at Charles Schwab, was the guest speaker at our June 20th…
Individual Retirement Accounts: Traditional IRA vs. Roth IRA
We all know we should save for retirement, but what does that mean? There are various things to…
Thinking About Buying I Bonds? Here Are Some Things to Know
You’re probably hearing a lot about I Bonds right now. These US savings bonds are one of the…
*Please Note: Advisory services are 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.
Contact
Let’s Get Started
Have questions? Want to learn more about how DHJJ Financial Advisors can help you with wealth management? We’d be happy to discuss your situation.
Or call us:
630 420 1360