A complete list of active advisors currently associated with DJG Financial Services, Inc.

Warmer can help you find a great advisor at DJG Financial Services, Inc. or one who fits your needs even better.

DJG Financial Services provides personalized financial planning and discretionary investment management to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, and small businesses. The firm implements portfolios primarily with stocks, exchange‑traded funds, mutual funds, and bonds and does not sell commissioned insurance or annuity products. The firm’s investment approach centers on strategic asset allocation and a buy‑and‑hold orientation, with client goals documented in written records or Investment Policy Statements and trades executed under a limited power of attorney. DJG offers ongoing review and reporting, limited‑scope hourly planning, and uses third‑party research and reporting tools (Morningstar, Black Diamond) and custodians such as Charles Schwab, Dunham Trust, and Capital Group/American Funds. What is noteworthy for this small team is that DJG offers access to a third‑party Asset Allocation Program that allows certain qualified clients to elect performance‑based compensation, a structure the firm discloses as a potential conflict and that is uncommon among peers. The firm also has an affiliation with an accounting practice—one owner is an owner of D.J. Gustafson & Co., CPA PC—and some clients overlap between the firms, though DJG reports no fee‑sharing; DJG reported about $93.2 million in discretionary assets under management as of December 31, 2025.

To learn more about the advisors currently working at DJG Financial Services, Inc., 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.