A complete list of active advisors currently associated with AJA Financial LLC
Warmer can help you find a great advisor at AJA Financial LLC or one who fits your needs even better.
Aja Financial provides discretionary investment management and both project-based and ongoing comprehensive financial planning to individuals, high-net-worth individuals, and other investment advisers. The firm also supports advisor-guided 529 accounts and discloses that Alabama CollegeCounts 529 Advisor-Guided assets are not included in its reported AUM or fee calculations. The firm’s investment approach is grounded in Modern Portfolio Theory and primarily implements passive portfolios using mutual funds and exchange-traded funds, while identifying cyclical analysis as its primary method of investment analysis. Portfolios are constructed around client-specific asset-allocation targets established through conversations about goals and risk tolerance, reviewed regularly, and the firm states it does not impose a minimum account size. A distinguishing feature noted in the brochure is that the firm’s principal is a licensed life insurance agent and may offer life insurance, fixed annuities, and variable annuities in addition to advisory services, a capability the firm discloses separately from advisory compensation. The brochure also discloses participation in Schwab’s institutional advisor program, use of multiple custodians (including a state 529 program manager), and that the principal maintains outside service as a U.S. Navy reservist.
To learn more about the advisors currently working at AJA Financial 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.
Name |
Location |
Years of experience |
|---|---|---|
Opelika, AL
| 8
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")