A complete list of active advisors currently associated with SJL Financial LLC
Warmer can help you find a great advisor at SJL Financial LLC or one who fits your needs even better.
SJL Financial, LLC is a fee-only, single-advisor firm that provides project-based and ongoing comprehensive financial planning to individuals, including both retail and high-net-worth clients. Services described in the brochure include retirement planning, cash flow and debt analysis, tax and estate planning, risk management reviews, and investment analysis provided as part of financial plans. The firm does not act as an investment manager or take custody of client assets; instead it delivers written plans and recommendations and typically favors passive portfolio construction when investment analysis is performed. When analyzing investments for planning purposes, the adviser draws on a mix of fundamental, technical, cyclical and charting methods, and uses fixed or hourly planning fees rather than percentage-of-assets charges. Noteworthy features for a firm of this size include a regular program of educational seminars and speaking engagements (sometimes provided pro-bono) and a very small client roster with no reported assets under management, reflecting a planning-only focus. The sole adviser maintains an active-duty role in the Delaware Air National Guard that consumes a significant portion of his weekly hours and holds professional credentials (CFP®, ChFC®, MQFP®), which are emphasized in the brochure.
To learn more about the advisors currently working at SJL Financial LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Wilmington, DE
| 4
|
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