Rio Rancho, NM Office
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SJHL Financial Group
Team
Firm-wide stats for SJHL Financial Group
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
Based on SJHL Financial Group
Occupation focus
Based on SJHL Financial Group
Location
2240 Grande Blvd. SE, Suite 103
Rio Rancho NM 87124
Advisors at this office
2
Advisors at this office
Matthew K
Series 65
Rio Rancho, NM
SJHL Financial Group
Matthew Kindley is a financial advisor at SJHL Financial Group with a Series 65 designation and less than one year of industry experience. His work history includes roles at various firms and organizations, including Nagel CPA's, LLC, Bohannan Houston, Inc., and Cornerstone University. 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 with a long-term investment approach using low-cost, diversified mutual funds and ETFs, supported by a multi-advisor team managing approximately $174.5 million in discretionary assets.
Roger N
PFS™
Rio Rancho, NM
SJHL Financial Group
Roger Nagel is a financial advisor with SJHL Financial Group, holding the PFS™ designation and eight years of industry experience. He has worked at Archer Investment Corporation since 2018 and joined both SJHL Financial Services, LLC and Swindoll, Janzen, Hawk & Loyd, LLP in recent years, where he also provides tax advice and accounting services as a Certified Public Accountant. Outside of his advisory and accounting roles, he serves as Managing Director of Hidden Arbor, a farming operation. 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 with a long-term investment approach using primarily low-cost, diversified mutual funds and ETFs, and operates as a multi-adviser team with outsourced sub-advisory and custodial functions.
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