A complete list of active advisors currently associated with Sharkey Howes & Javer Inc

Warmer can help you find a great advisor at Sharkey Howes & Javer Inc or one who fits your needs even better.

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.

To learn more about the advisors currently working at Sharkey Howes & Javer 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.