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Sharkey Howes & Javer Inc

Updated today

Client AUM

$1,019,283,596

Clients

868

Advisors

9

of 13 employees

About

SHJ Wealth Advisors is a fee-only fiduciary financial planning and investment management firm that serves individuals, high-net-worth households, trustees, businesses and retirement plans. The team of nine advisors manages just over $1.1 billion across about 868 client relationships and provides written financial plans, ongoing portfolio management, and employer retirement-plan services including an online 401(k) offering.

Investment decisions are made by an internal Investment Committee that uses active asset-allocation strategies combining fundamental and technical analysis with an economic overlay; portfolios are built from no-load mutual funds, ETFs, individual stocks and bonds and may include limited-liquidity interval funds. The firm offers an optional ESG overlay and monitors held-away employer retirement accounts through a third-party aggregation platform, applying discretionary rebalancing and quarterly benchmarking.

Notable features that distinguish the firm include a regular role in educational seminars and workshops and support for external events as part of its client and referral activities, as well as an internet-based SHJ401k plan with third-party recordkeeping for employer clients. SHJ maintains formal policies—such as a Code of Ethics with personal-trading controls, documented trade-aggregation practices and trade-error remediation—and provides quarterly client reporting, reflecting institutionalized procedures for a firm of its scale.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Retirement income strategy ESG / Sustainable investing Stock option exercise strategy

Occupation focus

Founder/Business Owner

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Fee options

Fixed

Financial planning fees range from $2,000 to $15,000 depending on complexity; $500 initial retainer.

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.60% $5,000,001+: 0.50% or less

Other

Account minimum: $250,000 Fee-only: Fee-only financial planning and investment advisory services; no commissions received.

Main office

720 South Colorado Blvd, Suite 600 South Tower

Denver CO 80246

Advisors at this office

9

Most active in

Arizona · California · Colorado · Florida · Idaho · Illinois · Kansas · Louisiana · Missouri · Nebraska · New Hampshire · New Mexico · New York · North Carolina · Oregon · Texas · Virginia · Washington · Wyoming

Also doing business as

Sharkey Howes & Javer Inc · Sharley Howes & Javer Inc · Shj Wealth Advisors

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Nicole B

CFP®, Series 66

Denver, CO

Sharkey Howes & Javer Inc

Nicole Baranda is a CFP® with five years of industry experience, currently serving as a financial advisor at Sharkey Howes & Javer Inc. She previously worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc., accumulating four and five years of experience respectively. Her background also includes roles outside finance, such as positions at Ascend Cannabis Co, Wag, Nickel Restaurant, and The Curtis Hotel. SHJ Wealth Advisors is a fee-only fiduciary firm serving individuals, high-net-worth households, trustees, businesses, and retirement plans. The firm manages over $1.1 billion across roughly 868 client relationships using active asset allocation and a variety of investment vehicles, while offering financial planning, portfolio management, and employer retirement-plan services.

Retirement income strategy ESG / Sustainable investing Stock option exercise strategy Founder/Business Owner
user avatar

Bryon G

CFP®, Series 63, Series 66

Denver, CO

Sharkey Howes & Javer Inc

Bryon Geman is a CFP® with 13 years of industry experience, currently serving as an advisor at Sharkey Howes & Javer Inc. He previously worked at Schwab Private Client Investment Advisory, Inc. for 10 years and has been affiliated with Charles Schwab & Co., Inc. for over a decade. Sharkey Howes & Javer serves individuals, high-net-worth clients, trustees, businesses, and pension plans with fee-only investment management and comprehensive financial planning. The firm employs an actively managed, asset-allocation approach supported by fundamental and technical analysis and offers employer-focused services alongside discretionary portfolio management.

Retirement income strategy ESG / Sustainable investing Stock option exercise strategy Founder/Business Owner
user avatar

Melissa M

CFP®

Denver, CO

Sharkey Howes & Javer Inc

Melissa Mc Gowan is a CFP® professional with 8 years of industry experience, currently serving as an advisor at Sharkey Howes & Javer Inc in Denver, CO. She has been with the firm since 2011. Sharkey Howes & Javer Inc is a fee-only fiduciary firm serving individuals, high-net-worth households, trustees, businesses, and retirement plans. The team manages over $1.1 billion across approximately 868 client relationships, employing active asset-allocation strategies and offering services including financial planning, portfolio management, and an online 401(k) platform.

Retirement income strategy ESG / Sustainable investing Stock option exercise strategy Founder/Business Owner
user avatar

Karlton C

CFP®, Series 66

Denver, CO

Sharkey Howes & Javer Inc

Karlton Childress is a CFP® with 23 years of industry experience and has been with Sharkey, Howes & Javer Inc. since 2000. He is based in Denver, CO, and holds the Series 66 designation. Sharkey, Howes & Javer serves individuals, high-net-worth clients, trustees, businesses, and pension plans with fee-only investment management and comprehensive financial planning. The firm uses an actively managed, asset-allocation investment approach and offers employer-focused services alongside ongoing portfolio management.

Retirement income strategy ESG / Sustainable investing Stock option exercise strategy Founder/Business Owner
user avatar

Taylor J

CFP®, Series 63, Series 66

Denver, CO

Sharkey Howes & Javer Inc

Taylor Jay is a CFP® professional with nine years of industry experience, currently serving at Sharkey Howes & Javer Inc. in Denver, CO. Prior to joining Sharkey Howes & Javer, Taylor worked at Charles Schwab Bank SSB and Charles Schwab & Co., Inc. Sharkey Howes & Javer Inc. is a fee-only fiduciary firm with nine advisors managing over $1.1 billion for individuals, high-net-worth households, trustees, businesses, and retirement plans. The firm employs an active asset-allocation strategy overseen by an internal Investment Committee and offers financial planning, portfolio management, and employer retirement-plan services, including an online 401(k) solution.

Retirement income strategy ESG / Sustainable investing Stock option exercise strategy Founder/Business Owner
user avatar

Bradley C

CFP®, Series 66

Denver, CO

Sharkey Howes & Javer Inc

Bradley Conover is a CFP® with eight years of industry experience, currently serving as a financial advisor at Sharkey Howes & Javer Inc in Denver, CO. He previously worked at BOK Financial Securities, Inc. and Bokf, Na from 2016 to 2021. Sharkey Howes & Javer Inc is a fee-only fiduciary firm offering financial planning and investment management services to individuals, high-net-worth households, trustees, businesses, and retirement plans. The firm employs an active asset-allocation strategy guided by an internal Investment Committee and manages over $1.1 billion across approximately 868 client relationships.

Retirement income strategy ESG / Sustainable investing Stock option exercise strategy Founder/Business Owner
user avatar

Sara K

CFP®

Denver, CO

Sharkey Howes & Javer Inc

Sara Kohr is a CFP® professional at Sharkey Howes & Javer Inc with three years of industry experience. She previously worked at Transform Wealth LLC and Woody Creek Management Company LLC. Based in Denver, CO, she is part of a team of nine advisors. Sharkey Howes & Javer Inc is a fee-only fiduciary firm serving individuals, high-net-worth households, trustees, businesses, and retirement plans. The firm employs active asset-allocation strategies through an internal Investment Committee and offers comprehensive financial planning, portfolio management, and employer retirement-plan services.

Retirement income strategy ESG / Sustainable investing Stock option exercise strategy Founder/Business Owner
user avatar

Lawrence H

CFP®, Series 63

Denver, CO

Sharkey Howes & Javer Inc

Lawrence Howes is a CFP® with 27 years of industry experience, currently serving at Sharkey, Howes & Javer Inc. in Denver, CO, where he has worked since 1990. He is part of a team of nine advisors at the firm. Sharkey, Howes & Javer provides fee-only investment management and comprehensive financial planning for individuals, high-net-worth clients, trustees, businesses, and pension plans. The firm employs an actively managed, asset-allocation investment approach supported by fundamental and technical analysis and offers employer-focused services including company retirement-plan administration and educational programs.

Retirement income strategy ESG / Sustainable investing Stock option exercise strategy Founder/Business Owner
user avatar

Cory H

CFP®, Series 63, Series 66

Denver, CO

Sharkey Howes & Javer Inc

Cory Hassenstab is a CFP® professional with five years of industry experience, currently with Sharkey Howes & Javer Inc. He has worked at multiple firms including Empower Retirement and Fidelity Investments. Sharkey Howes & Javer Inc. is a fee-only fiduciary financial planning and investment management firm serving individuals, high-net-worth households, trustees, businesses, and retirement plans. The firm manages over $1.1 billion across around 868 client relationships, employing active asset-allocation strategies and offering services such as written financial plans, portfolio management, and an online 401(k) plan.

Retirement income strategy ESG / Sustainable investing Stock option exercise strategy Founder/Business Owner
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