A complete list of active advisors currently associated with Littlejohn Financial Services Inc

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

Littlejohn Financial Services is an SEC‑registered, team‑based advisory firm that serves individuals (including high‑net‑worth clients), trusts, estates, businesses, nonprofits and employer retirement plans. The firm provides discretionary portfolio management, financial planning and consulting, and retirement‑plan advisory services that include investment oversight and ERISA‑related fiduciary support. The team generally follows a long‑term, fundamental‑analysis approach to build diversified portfolios using mutual funds, ETFs, individual equities and fixed income while retaining flexibility to use shorter‑term trades, margin or options when appropriate for client objectives. Advisors work with clients to establish investment policy statements, tailored asset allocations and ongoing monitoring, and they consider trading costs, tax and custodial constraints when selecting fund share classes. A distinctive feature of the firm is its emphasis on client education: it offers periodic, no‑cost financial workshops/seminars, provides participant enrollment and education tracking for retirement plans, and its principal communicates through a weekly financial radio program. The firm also maintains relationships with multiple custodians and uses institutional platform services to support reporting and administrative functions for client accounts.

To learn more about the advisors currently working at Littlejohn 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.