Our Team
Professional. Personal. Customized expertise.
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.
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
Appealing a 2021 IRMAA Medicare Part B Premium Surcharge Notice
The monthly premiums that Medicare Part B enrollees will pay during 2021 has been recently announced by the…
401k Employer Responsibilities: A Navigation Guide
In the workforce today, employers regularly provide employer-sponsored retirement plans for employees. In fact, prospective employees often look…
WEBINAR Resetting and Responding: Navigating a New Charitable and Tax Landscape
DHJJ’s Terry Cicero spoke about the new charitable and tax landscape on a joint webinar with the DuPage…
Forms, policies, & disclosures
The following documents provide information about DHJJ Financial Advisors.