A complete list of active advisors currently associated with AJ Advisors

Warmer can help you find a great advisor at AJ Advisors or one who fits your needs even better.

AJ Advisors serves individuals, high‑net‑worth clients, pension and profit‑sharing plans, trusts, estates and charitable organizations. The firm offers both discretionary and non‑discretionary portfolio management, retirement‑plan advisory (including trustee‑directed and participant‑directed services), and stand‑alone financial planning and consulting when requested. The firm operates two management approaches: a Strategic program using proprietary asset‑allocation models that separate portfolios into “core” (lower‑volatility) and “growth” (index/ETF and equity) sleeves, and a Traditional program that emphasizes individual bonds, qualified plan allocations and 529 account management. Portfolios are monitored on an ongoing basis, may include cash and cash‑equivalents as a deliberate defensive allocation (which are counted in assets under management), and the firm may select individual securities or recommend private investments to qualified clients. Several features in the brochure are less common for a firm of this size and advisor count: AJ Advisors reached roughly $394 million in AUM despite being founded in 2022 and operating with a three‑advisor team, and it accepts ERISA fiduciary roles (including 3(21)/3(38) manager responsibilities) for workplace plans while offering participant education. The brochure also discloses a trade‑error policy that reimburses client losses and donates net gains to charity, that certain representatives are licensed to sell commission‑based insurance products, and that access to held‑away retirement accounts creates custody and reporting considerations.

To learn more about the advisors currently working at AJ Advisors, 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.