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 primarily serves individual investors and retirement plans, offering financial planning and both discretionary and non-discretionary investment management. The firm reports about $348 million in regulatory assets under management, works with roughly 243 client relationships, and provides services through asset-based advisory arrangements as well as legacy fixed-fee engagements. The firm describes a client-focused, fiduciary approach that emphasizes knowing each client, ongoing portfolio supervision, and multi‑style portfolio construction (including strategic, dynamic, tactical and core‑satellite asset allocation). Investment analysis methods disclosed include fundamental, quantitative, sector and cyclical analysis with duration constraints, and the firm supplements advice with estate‑planning visualization tools and templates via a third‑party vendor (Vanilla) while retaining human review of recommendations. Distinctive features in the brochure include a regular public and client education program—educational seminars offered six times per year with a stated $49 per household fee—and the explicit integration of third‑party estate‑planning software (including SOC 2 Type II security assurances) into its planning workflow. The firm also discloses formal controls around the use of AI tools (an AI policy and pre‑approval/review processes) and cautions clients that automated outputs are reviewed by advisors and that certain services (e.g., legal document review) require independent counsel.

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.