A complete list of active advisors currently associated with KEJ Financial Advisors

Warmer can help you find a great advisor at KEJ Financial Advisors or one who fits your needs even better.

KEJ Financial Advisors serves middle‑ and upper‑income individuals and families with comprehensive, fee‑only financial planning that can include tax preparation, retirement planning, estate plan reviews, risk management and small‑business planning. The firm does not sell investment or insurance products, does not accept commissions or referral fees, and delivers services through open retainers, project retainers, financial fitness reviews and hourly project work. Investment recommendations are tailored to a client’s tax situation, risk tolerance and personal goals and generally favor no‑load mutual funds; the firm uses public research sources and conducts periodic reviews of net worth, asset allocation and investment inventory. KEJ operates predominantly on a non‑discretionary basis and will execute purchases or sales only with client authorization rather than exercising ongoing trading discretion. KEJ’s fee model is retainer‑based rather than a typical percentage‑of‑assets structure, with fees structured around base, income and net‑worth components plus project and hourly options, and the brochure states the firm maintains $58,298,498 in non‑discretionary assets under management. The firm integrates tax and financial planning in its advice, is affiliated with fee‑only professional organizations, and its principal holds advanced credentials (CFA, CFP® and Enrolled Agent), reflecting the combination of investment, tax and planning capabilities.

To learn more about the advisors currently working at KEJ Financial Advisors, 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.