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Our Team

Professional. Personal. Customized expertise.

Our History

Our Wealth Management Firm – Chicago

DHJJ Financial Advisors has been providing investment and financial planning services to our clients since 1988. We are a highly committed, professional organization of registered investment advisers who work closely with every client to produce a unique investment portfolio designed to meet their personalized needs and financial goals. 

Our clients include individuals, families, trusts, and retirement plans. In 2015, DHJJ Financial Advisors was recognized by CNBC as one of the Top 100 fee-based wealth management firms in the nation (please see Important Disclosure Information).

All of our CERTIFIED FINANCIAL PLANNERTM  professionals are also Certified Public Accountants, which allows our advisers to overlap their expertise in asset management and financial planning with tax strategy in order to provide our clients with unique solutions to financial and tax issues.  Since we are affiliated with DHJJ Certified Public Accountants and Business Advisors, we are able to strengthen your team, if the need arises, to include other CPAs with specialized areas of tax and business expertise.

At DHJJ Financial Advisors, we are much more than a traditional financial advisory firm. Our wealth management firm in Chicago exists to serve our clients and to help them reach their financial goals. Find a Location Today!

How We Think

Asset Wealth Management & Investment Philosophy

We develop a customized investment portfolio for each client based on open discussions regarding short-term and long-term goals, cash flow needs, tax situation, and each client’s personal risk tolerance. Once we arrive at appropriate investment goals based on the client’s tolerance for risk, we create a diversified portfolio specifically designed to meet the client’s financial goals and objectives.  Finally, each customized portfolio is monitored and reviewed on a regular basis with adjustments made as necessary.

A culture of sharing ideas

Fixed Income Update – 2023

Kathy Jones, the Chief Fixed Income Strategist at Charles Schwab, was the guest speaker at our June 20th…

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Forms, policies, & disclosures

The following documents provide information about DHJJ Financial Advisors.