A complete list of active advisors currently associated with WJ Wealth Management

Warmer can help you find a great advisor at WJ Wealth Management or one who fits your needs even better.

WJ Wealth Management provides fee-based investment advisory services primarily to individual and high‑net‑worth clients, including ongoing asset management, financial planning, and hourly consulting. The firm reports approximately $261.5 million in discretionary assets under management and serves about 907 client relationships through two advisors. Portfolios are tailored to client objectives and may include mutual funds, ETFs, equities and fixed income, with investment decisions informed by both fundamental and technical analysis; accounts are reviewed regularly and rebalanced as needed. The firm implements client strategies through LPL Financial‑sponsored programs such as Optimum Market Portfolios and Model Wealth Portfolios and may use firm‑designed model sleeves within those platforms. Distinctive features include that the firm’s advisors are dually registered as registered representatives of LPL Financial and are licensed insurance agents, allowing implementation of recommendations through brokerage and insurance channels and the potential for commission or 12b‑1 compensation alongside advisory services. WJ Wealth Management also serves as a wrap‑fee program sponsor and operates with an unusually high client count per advisor for its peer group, relying on LPL for custody, trade execution and practice support.

To learn more about the advisors currently working at WJ Wealth Management, 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.