A complete list of active advisors currently associated with LJI Wealth Management, LLC

Warmer can help you find a great advisor at LJI Wealth Management, LLC or one who fits your needs even better.

LJI Wealth Management provides wealth management, investment management, comprehensive financial planning, and retirement plan consulting to individuals, high‑net‑worth clients, charities, corporations and pension/profit‑sharing plans. The firm manages approximately $1.37 billion in client assets, and its team consists of 13 advisors serving roughly 1,490 clients across multiple accounts; it charges asset‑based advisory fees and also offers standalone hourly or fixed‑fee financial planning. Investment programs are offered on both discretionary and non‑discretionary bases and are tailored to client objectives, time horizons, tax considerations and risk tolerance; the firm uses a mix of fundamental, quantitative and technical analysis and may employ third‑party research and optimization tools. Portfolios range from diversified ETF and mutual fund allocations to named strategies such as “LJI Aggressive Growth” and “LJI Aggressive Income,” and the firm routinely uses option strategies, ETFs (including leveraged and inverse products) and individual securities as part of its implementation toolkit. What distinguishes LJI from many peers is its continued participation in non‑advisory product sales and related activities: several managers and employees are licensed insurance agents and the firm discloses that advisory professionals may receive commission‑based compensation for insurance product sales, and the firm is also licensed as a mortgage broker in multiple states. LJI maintains related business arrangements — including an affiliated third‑party 401(k) administrator (JHR Pensions, LLC) and negotiated custodial relationships — which create potential conflicts the firm discloses and clients are asked to consider when evaluating recommendations.

To learn more about the advisors currently working at LJI Wealth Management, LLC, 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.