A complete list of active advisors currently associated with 4J Wealth Management, LLC

Warmer can help you find a great advisor at 4J Wealth Management, LLC or one who fits your needs even better.

4J Wealth Management is a fee-based, fiduciary registered investment adviser that serves individual and high-net-worth clients as well as retirement plans, offering financial planning, discretionary and non-discretionary portfolio management, retirement plan consulting, and reporting services. The firm operates as a four-advisor team and discloses regulatory assets under management of approximately $348 million. The firm’s investment process emphasizes diversified asset allocation and the use of mutual funds, ETFs, separately managed account programs, and individual securities, supported by fundamental, quantitative, sector, cyclical analysis and duration management to align portfolios with client objectives. 4J integrates ongoing financial planning into advisory relationships, provides oversight of outside SMA managers when used, and discloses the limited use of AI tools under a formal policy with human review of AI-generated output. Noteworthy compared with many peers, the firm maintains a multi-office structure despite its small advisor count and runs regular public and client educational seminars, features that the brochure identifies as less common for similar team firms. The brochure also highlights ERISA trustee and participant-directed retirement plan services, a stated position that it does not recommend cryptocurrencies, and ongoing operational relationships with a custodian and an affiliated broker-dealer that support the firm’s service delivery.

To learn more about the advisors currently working at 4J Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.