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 :)
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