A complete list of active advisors currently associated with DJ Financial
Warmer can help you find a great advisor at DJ Financial or one who fits your needs even better.
The firm provides discretionary investment supervision and portfolio management for individual investors and their related accounts, including trusts, estates, IRAs and 401(k) plans, using equity securities, corporate bonds and pooled investment vehicles. It also accepts small employer pension and profit-sharing plans and works with certain corporate or business clients, in addition to serving individual retail clients. Investment decisions are guided by a comprehensive financial planning process that documents client goals and risk tolerance and emphasizes lower‑cost investment alternatives, a longer‑term outlook and limited trading. Portfolios combine income and growth strategies via mutual funds, exchange‑traded funds and select individual bonds, with periodic rebalancing and quarterly reviews to monitor appropriateness. The firm’s principal is a licensed certified public accountant who also provides tax research, planning, compliance and management accounting services, and some tax or consulting clients may not be advisory clients of the firm — a service mix that is uncommon among solo independent advisors. The combination of CPA tax services, service to employer retirement plans and occasional corporate clients distinguishes the firm from many peers that focus solely on retail portfolio management.
To learn more about the advisors currently working at DJ 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 |
|---|---|---|
Roseburg, OR
| 12
|
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