Who We Are
The WJ Team
Why CFP® Matters
Why Fee-Only Matters
What We Do
Comprehensive Financial Planning
Professional Investment Management
Fee Structure, ADV & Form CRS
Who We Serve
Typical Client Profile
Questions To Ask
Follow Our Blog
This field is for validation purposes and should be left unchanged.
Please follow & like us :)
Spring 2022 Investor Luncheon
A presentation with WJ Advisors focusing on investing in 2022 including The Federal Reserve, inflation, low-interest rates, and the Economic War on Russia. Click Here to Watch on YouTube...
March 16, 2022
WJ Investor Luncheon
A presentation with WJ Advisors focusing on investing. The Federal Reserve, inflation, low-interest rates. View power point here . https://youtu.be/7Kn8U26hrS0...
November 9, 2021
Virtual Investment Luncheon: Wow! What a Year
A presentation from the WJ Advisors reviewing 2020 and what might happen in 2021. Download Virtual Investment Luncheon Slides (PDF)...
January 28, 2021
Fall 2020 Virtual Investor Luncheon: Boring Twenties? Anything but. Roaring Twenties? The jury is still out.
A presentation from the WJ Advisors as they discuss the market following 2020 election results....
November 12, 2020
Social Security & Medicare
A presentation from the WJ Advisors as well as a guest speaker from Benefits Concepts discussing what to consider when planning for Social Security and Medicare....
May 15, 2019
Spring 2019 Investor Luncheon: Trump, Tariffs, Tax Cuts, and Treasuries
A presentation from the WJ Advisors as they breakdown asset classes, diversification, and what happened in 2018....
April 5, 2019
Risk Management of Personal Assets
A presentation from Roberts Markel Weinberg Butler Hailey as they identify how to protect your financial future. To be sure you, family, property, financial assets and businesses are appropriately...
June 13, 2017