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Sharkey Howes & Javer Inc

Updated today

Client AUM

$1,019,283,596

Clients

868

Advisors

10

of 14 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

10

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. Prior to joining Sharkey Howes & Javer, she worked at Charles Schwab bank and Charles Schwab & Co., Inc. Nicole has held various roles outside of finance, including positions at Ascend Cannabis Co., Wag, and Nickel Restaurant. 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 and offers discretionary management across multiple asset classes, including ESG overlays and employer-focused 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

Scott B

Series 63, Series 65

Denver, CO

Sharkey Howes & Javer Inc

Scott Brookes is a financial advisor at Sharkey, Howes & Javer Inc. in Denver, CO, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Sharkey, Howes & Javer since 2006. 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 including company retirement-plan education and administration.

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® professional with eight years of industry experience, currently serving as an advisor at Sharkey Howes & Javer Inc in Denver, CO. His prior work includes roles at BOK Financial and its affiliates, as well as Dizzion Inc. 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 an internal Investment Committee and offers employer-focused retirement plan services alongside ongoing portfolio management.

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 with two years of industry experience, currently serving as an advisor at Sharkey Howes & Javer Inc. Prior to joining SHJ Wealth Advisors, she worked at Transform Wealth LLC and Woody Creek Management Company LLC. 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 developed by an internal committee and offers discretionary management across a range of investment vehicles, along with employer-focused retirement-plan services and client education programs.

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 66, Series 63

Denver, CO

Sharkey Howes & Javer Inc

Cory Hassenstab is a CFP® professional at Sharkey Howes & Javer Inc with five years of industry experience. He has worked at firms including Empower Retirement and Fidelity Investments prior to his current role. Sharkey Howes & Javer Inc is a fee-only fiduciary firm serving individuals, high-net-worth households, trustees, businesses, and retirement plans. The team of nine advisors manages over $1.1 billion using active asset-allocation strategies with a focus on fundamental and technical analysis, offering comprehensive financial planning and investment management services.

Retirement income strategy ESG / Sustainable investing Stock option exercise strategy Founder/Business Owner
View complete list of advisors at this firm
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