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McPherson, KS Office

Team
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SJHL Financial Group logo

SJHL Financial Group

Team

Firm-wide stats for SJHL Financial Group

Total advisors

13

Across 2 offices

Clients per advisor

30 Very Low

Avg AUM per client

$454,183 Low

HNW client ratio

13% Low

About

SJHL Financial Group provides investment advisory and financial planning services to individuals, pension and profit‑sharing plans, trusts, estates, and small businesses. The firm offers discretionary portfolio management, limited‑scope or project‑based financial planning, and retirement plan consulting with participant education.

SJHL develops customized, goal‑based portfolios and generally pursues a long‑term investment strategy implemented primarily through low‑cost, diversified mutual funds and ETFs; it uses fundamental analysis and monitors portfolios for rebalancing or risk‑based adjustments. SJHL delegates trade execution and certain portfolio management and back‑office functions to a sub‑advisor, Focus Partners Advisor Solutions (FPAS), and acknowledges its ERISA fiduciary responsibilities when advising retirement accounts.

Noteworthy characteristics include common ownership and an affiliation with a separately owned CPA practice that provides tax and accounting services to some clients, which the firm discloses as a potential conflict of interest. The firm operates as a multi‑adviser team (about 13 advisors) managing roughly $174.5 million in discretionary assets, with outsourced sub‑advisory and custodial arrangements that create constructive custody via fee deductions and standing letters of authorization; several staff also hold professional credentials such as CPA/PFS and CFP.

Based on SJHL Financial Group

Expertise

General retirement planning Charitable giving & philanthropy Business exit / sale strategy Entity structure planning (LLC, S-Corp)

Based on SJHL Financial Group

Occupation focus

Founder/Business Owner Educators, Teachers, and Academics

Based on SJHL Financial Group

Location

123 South Main St.

McPherson KS 67460

Advisors at this office

10

Advisors at this office

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Justin K

Series 65

McPherson, KS

SJHL Financial Group

Justin Kaufman is a financial advisor with SJHL Financial Group and holds a Series 65 designation. He has three years of industry experience and is also a partner in the CPA firm Swindoll, Janzen, Hawk & Loyd, LLC, where he provides tax preparation, tax planning, and business advisory services. SJHL Financial Group offers investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and small businesses. The firm focuses on customized, goal-based portfolios utilizing low-cost, diversified mutual funds and ETFs, with portfolio management supported by a sub-advisor and an affiliated CPA practice.

General retirement planning Charitable giving & philanthropy Business exit / sale strategy Entity structure planning (LLC, S-Corp) Founder/Business Owner Educators, Teachers, and Academics
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Stacie W

Series 65

McPherson, KS

SJHL Financial Group

Stacie Wilson is a Series 65-licensed financial advisor at SJHL Financial Group with two years of industry experience. She is also a partner at Swindoll, Janzen, Hawk & Loyd, LLC, a CPA firm where she provides tax preparation, planning, business advisory, and attestation services. SJHL Financial Group offers investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm employs a long-term, goal-based investment approach using low-cost, diversified mutual funds and ETFs, supported by fundamental analysis and portfolio monitoring.

General retirement planning Charitable giving & philanthropy Business exit / sale strategy Entity structure planning (LLC, S-Corp) Founder/Business Owner Educators, Teachers, and Academics
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Matthew D

Series 65

McPherson, KS

SJHL Financial Group

Matthew Deutsch is a Series 65-licensed financial advisor with SJHL Financial Group in McPherson, Kansas. He has over 21 years of experience, having worked at BT & Co., P.A. from 2004 to 2025 before joining SJHL Financial Services and Swindoll, Janzen, Hawk & Loyd, LLC in 2026. SJHL Financial Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm pursues a long-term investment strategy using low-cost, diversified mutual funds and ETFs and utilizes fundamental analysis while delegating certain portfolio management functions to a sub-advisor.

General retirement planning Charitable giving & philanthropy Business exit / sale strategy Entity structure planning (LLC, S-Corp) Founder/Business Owner Educators, Teachers, and Academics
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Darren A

Series 65

McPherson, KS

SJHL Financial Group

Darren Anderson is a financial advisor with SJHL Financial Group in McPherson, Kansas, holding a Series 65 designation and three years of industry experience. He is also a partner in the CPA firm Swindoll, Janzen, Hawk & Loyd, LLC, where he works as a practicing CPA involved in tax preparation, business advisory services, and firm leadership. SJHL Financial Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm develops customized, goal-based portfolios using a long-term investment strategy primarily implemented through low-cost, diversified mutual funds and ETFs, with certain portfolio management and execution functions delegated to a sub-advisor.

General retirement planning Charitable giving & philanthropy Business exit / sale strategy Entity structure planning (LLC, S-Corp) Founder/Business Owner Educators, Teachers, and Academics
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Adam G

PFS™

McPherson, KS

SJHL Financial Group

Adam Grilliot is a financial advisor with SJHL Financial Group in McPherson, Kansas, holding the PFS™ designation and four years of industry experience. He is also a tax partner at Swindoll, Janzen, Hawk & Loyd, LLC. SJHL Financial Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm focuses on customized, goal-based portfolios using a long-term investment strategy with low-cost, diversified mutual funds and ETFs, supported by outsourced sub-advisory and custodial arrangements.

General retirement planning Charitable giving & philanthropy Business exit / sale strategy Entity structure planning (LLC, S-Corp) Founder/Business Owner Educators, Teachers, and Academics
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Chet B

Series 65

McPherson, KS

SJHL Financial Group

Chet Buchman is a financial advisor at SJHL Financial Group with seven years of industry experience. He holds a Series 65 designation and has worked previously at Wealth Management LLC. Buchman is also a partner in Swindoll, Janzen, Hawk & Loyd, LLC, a CPA firm where he provides tax preparation, planning, business advisory, and audit services. SJHL Financial Group serves individuals, pension and profit-sharing plans, trusts, estates, and small businesses, offering investment advisory and financial planning services. The firm uses a goal-based, long-term investment approach focused on low-cost, diversified mutual funds and ETFs, and provides discretionary portfolio management along with retirement plan consulting.

General retirement planning Charitable giving & philanthropy Business exit / sale strategy Entity structure planning (LLC, S-Corp) Founder/Business Owner Educators, Teachers, and Academics
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John A

PFS™

McPherson, KS

SJHL Financial Group

John Albrecht is a PFS™ credentialed advisor with SJHL Financial Group, where he has worked for seven years. He has a total of six years of industry experience. In addition to his advisory role, he is a partner and CPA at Swindoll, Janzen, Hawk & Loyd, LLC, where he oversees tax compliance projects and prepares tax projections. SJHL Financial Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm employs a long-term investment strategy using low-cost, diversified mutual funds and ETFs, and operates as a multi-advisor team with sub-advisory and custodial arrangements.

General retirement planning Charitable giving & philanthropy Business exit / sale strategy Entity structure planning (LLC, S-Corp) Founder/Business Owner Educators, Teachers, and Academics
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Christopher S

Series 65

McPherson, KS

SJHL Financial Group

Christopher Strathman is a financial advisor with SJHL Financial Group in McPherson, KS. He holds a Series 65 credential and has one year of industry experience. Prior to joining SJHL Financial Group, he worked at Loyd Group, LLC and has been employed with McPherson USD 418 since 1995. SJHL Financial Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm employs a long-term investment strategy focused on low-cost, diversified mutual funds and ETFs, with portfolio management supported by a sub-advisor and coordinated tax and accounting services through an affiliated CPA practice.

General retirement planning Charitable giving & philanthropy Business exit / sale strategy Entity structure planning (LLC, S-Corp) Founder/Business Owner Educators, Teachers, and Academics
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Timothy K

CFP®, Series 66

McPherson, KS

SJHL Financial Group

Timothy Kliewer is a CFP® professional with 16 years of industry experience. He has been with SJHL Financial Group since 2015, following prior roles at Wealth Management LLC, Cetera, and Invest Financial Corporation. Kliewer serves on the finance committee of the McPherson Community Foundation and is a board member of the McPherson Family YMCA. SJHL Financial Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm develops customized, goal-based portfolios primarily using low-cost, diversified mutual funds and ETFs, with a long-term investment approach supported by fundamental analysis.

General retirement planning Charitable giving & philanthropy Business exit / sale strategy Entity structure planning (LLC, S-Corp) Founder/Business Owner Educators, Teachers, and Academics
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Jaymie R

Series 65

McPherson, KS

SJHL Financial Group

Jaymie Rothrock is a Series 65-licensed advisor with SJHL Financial Group, bringing two years of industry experience. She is also a partner in the CPA firm Swindoll, Janzen, Hawk & Loyd, where she practices tax preparation, business advisory, audit, and firm management services. SJHL Financial Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm offers goal-based portfolio management using primarily low-cost, diversified mutual funds and ETFs, with sub-advisory support and fiduciary oversight on retirement accounts.

General retirement planning Charitable giving & philanthropy Business exit / sale strategy Entity structure planning (LLC, S-Corp) Founder/Business Owner Educators, Teachers, and Academics
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