Financial Asset Management

At DHJJ Financial Advisors, we pride ourselves on being more than just a traditional financial advisory firm. Our commitment to excellence has remained unwavering since our inception in 1988, and we are proud to be recognized by CNBC as one of the Top 100 fee-based wealth management firms in the nation.

Our Approach

Our unique approach to financial planning is based on providing a full-service program that integrates individual income tax planning with investment management, resulting in a holistic strategy to help our clients maximize their financial success. Our team of CERTIFIED FINANCIAL PLANNER professionals and Certified Public Accountants work closely together to provide customized solutions that cater to each client's individual needs and financial goals.

Our Services

We offer a comprehensive range of services designed to help our clients achieve their financial objectives. Our services include:

Asset Management: We develop customized investment portfolios tailored to each client's unique financial goals and risk tolerance.

Financial Planning: Our comprehensive financial planning process assesses our clients' current financial situation and provides a roadmap for planning the future.

Corporate 401(k) Planning: We offer customized 401(k) plan solutions designed to meet the specific needs of corporate clients.

Our Team

At DHJJ Financial Advisors, we are a team of highly committed and professional individuals dedicated to providing exceptional service to our clients. Our team includes:

• Paul Minta, Principal
• Cammy Corso, Principal & Chief Compliance Officer
• Terry Cicero, Principal
• Kathy Byrne, Principal

Our Values

Our values are rooted in our commitment to excellence, integrity, and professionalism. We believe in fostering a culture of sharing ideas, and we are dedicated to building long-term relationships with our clients.

Insights

At DHJJ Financial Advisors, we believe that knowledge is power. That's why we make it our mission to stay ahead of the curve by sharing our insights and expertise with our clients. From market updates to financial planning tips, we are committed to providing our clients with the information they need to make informed decisions about their financial future.