Naperville, IL Shuman Boulevard Office
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DHJJ Financial Advisors
Team
Firm-wide stats for DHJJ Financial Advisors
About
DHJJ Financial Advisors serves individual investors (including high-net-worth clients) and retirement-plan sponsors, offering discretionary and non-discretionary portfolio management, written financial planning, and retirement-plan advisory and participant-education services. The firm also makes tax preparation and other accounting services available through an affiliated CPA firm under separate engagement agreements.
Investment management is delivered primarily on a discretionary basis with accounts custodied at Charles Schwab, and portfolios are constructed around client-specific objectives, time horizons, risk tolerance, and tax considerations. The firm employs asset-allocation and fundamental analysis, uses mutual funds and ETFs as core holdings, and may utilize structured notes and options strategies in appropriate client accounts; it also uses approved AI tools to support analysis while maintaining advisor judgment and will only transact in cryptocurrencies at an express client request.
A noteworthy aspect relative to many peers is the formal affiliation with an accounting firm (DHJJ), including shareholder overlap and disclosed potential conflicts of interest, with accounting services performed under separate contracts and no requirement that clients use the affiliate. The brochure also highlights less-common offerings for a firm this size—advising on Section 351 exchange ETFs, occasional use of structured notes, and a documented AI policy—while disclosing custodian practices, proxy-voting limits, and client-directed limitations on certain strategies.
Based on DHJJ Financial Advisors
Location
184 Shuman Boulevard, Suite 200
Naperville IL 60563
Advisors at this office
3
Advisors at this office
Dana A
CFP®
Naperville, IL
DHJJ Financial Advisors
Dana Anderson is a CFP® professional with five years of experience at DHJJ Financial Advisors. Prior to joining DHJJ, Dana held roles at Ernst & Young, United Parcel Service, and worked in various positions while attending North Central College. DHJJ Financial Advisors is an SEC-registered firm managing approximately $543.5 million and serving both individual and high-net-worth clients. The firm provides portfolio management, financial planning, and retirement plan services, and offers access to tax preparation and accounting through an affiliated CPA firm.
Paul M
CFP®, Series 63, Series 65
Naperville, IL
DHJJ Financial Advisors
Paul Minta is a CFP® professional with 28 years of experience in financial advising. He has been with Digiovino, Hnilo, Jordan & Johnson Financial Advisors, Ltd. since 1996. He is based in Naperville, IL, and holds Series 63 and Series 65 licenses. DHJJ Financial Advisors is an SEC-registered firm managing approximately $543.5 million through a team of eight advisors. The firm serves individual and high-net-worth clients with portfolio management, financial planning, and retirement plan services, and offers integrated access to tax preparation and accounting through an affiliated CPA firm.
Katelyn W
CFP®
Naperville, IL
DHJJ Financial Advisors
Katelyn Wright is a CFP® professional at DHJJ Financial Advisors with four years at the firm and a total of seven years in the financial industry. Before joining DHJJ, she worked for six years at CUSD 200. DHJJ Financial Advisors serves individual investors, including high-net-worth clients, and retirement-plan sponsors by providing portfolio management, financial planning, and retirement-plan advisory services. The firm integrates accounting services through an affiliated CPA firm and employs discretionary investment management tailored to client-specific goals using asset allocation, fundamental analysis, and approved AI tools.
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