About Us

WJ Financial Advisors, LLC was founded on the principles of exceptional service and individualized attention. We invest time with each client to get to know their goals and objectives. Each client at WJ Financial Advisors, LLC understands we have a vested interest in your success. It is our strong belief that customer service suffers when an Advisor has too many clients. We are very selective in committing to client assignments ensuring that each client benefits from individualized attention in meaningful contact to forge a strong professional partnership.

We believe in a simple and honest approach to managing your financial affairs. A baseline financial plan is the backbone of our working relationship. It provides a touchstone of where we have been, where we want to go and progress along the way. Regardless of your specific financial background and experience, we commit to communicating in a clear, concise manner and endeavor to eliminate or explain the sometimes confusing “financial speak” that often takes place in conversations with financial professionals.

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Wallace Jones, CFA is the founder and President of WJ Financial Advisors, LLC. Wally began his career with Ernst & Young, LLP (E&Y) as a management consultant based in Washington, DC. At E&Y, he learned the benefits of developing strong client relationships based upon honest communication and hard work, for mutual benefit. After graduate school, he worked as an investment banker for Adams, Harkness & Hill in Boston, MA, helping institutional clients raise equity capital. Prior to launching WJ Financial Advisors, LLC, Wally had been the Chief Financial Officer for a privately held
professional services firm. As CFO, Wally was responsible for budgeting operating and capital expenditures, developing banking relationships and executing the firm’s acquisition strategy. During his tenure with the firm, annual revenues increased from $5MM to $20MM.

Wally’s academic background includes an undergraduate business degree from Georgetown University (cum laude) with concentrations in Finance, Marketing and International Business.

His MBA degree was earned from the Kellogg Graduate School of Management at Northwestern University with concentrations in Finance, Strategy and Entrepreneurship. He is a CFA Institute charterholder and member of the Hartford Society of Financial Analysts.

Wally lives in Killingworth, CT with his family. He is an active member of the community and enjoys sharing his time and expertise. Wally serves on the audit committee of the Florence Griswold Museum, as Finance Chair for Emmanuel Episcopal Church and as Chair of the Killingworth Community Fund Grants Committee. He has served as a Corporator of Liberty Bank since 2018 and as a Director since 2023. Wally was Board Chair for the Community Foundation of Middlesex County from 2015-2018.

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Joseph Giaccone joined WJ Financial Advisors, LLC, in 2014. He began his career in retail where he worked for several companies and was an instrumental figure in bringing Kohl’s Department stores to the East Coast. He also opened stores for Gap Inc. and the Kmart Corporation. Those early years built a strong foundation in customer service skills

Joseph joined the Financial Services industry in early 2001 by joining First Union Bank which would eventually become Wells Fargo Bank after multiple mergers and acquisitions. For nearly 14 years he held roles of increasing responsibility including managing 11 branches of 110 team members, Senior Business Relationship Manager assisting business customers in all aspects of their financial relationships across all of Connecticut and Massachusetts, and Service Director handling customer relations for all of Connecticut and Hudson Valley New York. He achieved many accolades and was recognized for exceptional performance on numerous occasions.

A former resident of Guilford, CT and graduate of Guilford High School, Joseph also earned a BS degree in Business Administration, concentration in Ethics from Providence College in Providence, Rhode Island.

Joseph lives in Killingworth with his wife and two children. He has always been involved in the community with a particular interest in the betterment of the lives of children. He has a long relationship with Big Brothers/Big Sisters, the Red Cross, United Way and Easter Seals. He is a previous board member of the Farnam Neighborhood House in New Haven as well as a former board member of Haddam Killingworth Little League. He is currently the President of Haddam Killingworth Travel Basketball and a Vice President of the Shoreline Breakers in charge of the non-profit’s Softball program.

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Brandon LaChance joined WJ Financial Advisors, LLC in 2023. He began his career in the financial services industry in 2019 at Johnson Brunetti where he was responsible for creating financial plans and retirement analyses. Brandon is highly detailed-oriented and a problem-solver.

Brandon’s academic background includes a BS degree in Finance from Central Connecticut State University.

Brandon Lives in East Hampton, CT. He has been active in his local community, coaching both baseball and soccer at the middle school level, helping in youth programs as well. He enjoys being active and giving back to his community.