A complete list of active advisors currently associated with CJ Perry Financial
Warmer can help you find a great advisor at CJ Perry Financial or one who fits your needs even better.
CJ Perry Financial is a fee-only independent advisory firm that serves individuals (including high-net-worth clients), charitable organizations, and corporate plan sponsors. The firm offers ongoing wealth management with discretionary portfolio management, project-based financial planning, and retirement plan consulting for employer-sponsored plans. The firm’s investment approach combines strategic asset allocation with both passive and active fund selection and employs fundamental, technical, cyclical, and quantitative analyses within a Modern Portfolio Theory framework; socially responsible (ESG) options can be incorporated when clients request them. Clients receive tailored investment policies and may impose reasonable restrictions, with discretionary trading authority used when agreed and financial planning deliverables provided at the client’s election. Noteworthy for a solo practitioner with about $2.59 million in assets under management and roughly ten clients, the firm recently added retirement plan consulting for plan sponsors—a capability that is uncommon among similarly sized independent advisers—and also offers educational seminars and speaking engagements. These plan-level services and public education offerings are presented alongside individual wealth-management work and are supported by the principal’s prior institutional portfolio management experience and professional credentials.
To learn more about the advisors currently working at CJ Perry Financial, 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 |
|---|---|---|
Berywn, PA
| 4
|
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