A complete list of active advisors currently associated with WJL Financial Advisors

Warmer can help you find a great advisor at WJL Financial Advisors or one who fits your needs even better.

WJL Financial Advisors serves individuals (including high-net-worth clients), small businesses, charitable organizations, trusts and estates with comprehensive financial planning, portfolio guidance, tax planning and annual tax preparation, as well as hourly, as‑needed engagements. The firm does not sponsor wrap‑fee programs and generally provides non‑discretionary portfolio guidance rather than acting as a discretionary portfolio manager. The firm follows an academic‑based investment approach that emphasizes low‑cost, passively managed mutual funds and ETFs across equities, fixed income and cash, with asset allocation tailored to client goals, time horizon and risk tolerance. WJL integrates tax planning and prepares clients’ federal and state tax returns as part of its service model, and it requires client approval before executing trades so clients retain implementation control. WJL reports approximately $374 million in assets under advisement and maintains six offices, an unusually broad physical footprint for a team of its size, and it generally bills via fixed annual and hourly fees instead of percentage‑of‑AUM charges common among peers. The advisory team includes multiple CFPs, enrolled agents and other credentialed professionals with backgrounds in corporate finance, accounting, actuarial work and international markets, and the brochure discloses ancillary activities (insurance sales and executive coaching) that the firm addresses as potential conflicts.

To learn more about the advisors currently working at WJL Financial Advisors, 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.