Customized Advice, Personal Service

Building wealth in every stage of life takes forethought, discipline and attention to detail.

WJ Financial Advisors, LLC brings the expertise, experience and personalized attention to navigate your financial opportunities & obligations.

Let’s Roll Up Our Sleeves and Get To Work

Initial Consult

Draft Plan

Implement Plan

Measure & Adjust

Our Roots

WJ Financial Advisors, LLC was founded in 2006 with the objective of delivering outstanding financial solutions, centered on individual attention. We always have the best interest and goals of the client in mind.

We Provide

WJ Financial Advisors, LLC provides personalized confidential financial planning and investment management to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, not-for-profit corporate entities and small businesses.