About Wj Financial Advisors, LLC
WJ Financial Advisors, LLC is a fee-only registered investment advisor (RIA) firm founded in 2006. With a strong commitment to personalized service and individual attention, WJ Financial Advisors, LLC offers comprehensive financial planning and investment management solutions. They cater to a diverse clientele, including individuals, pension and profit sharing plans, trusts, estates, charitable organizations, not-for-profit entities, and small businesses. The firm emphasizes a simple, honest approach, using a baseline financial plan as the foundation for all client relationships. Their experienced team is dedicated to clear communication, aiming to demystify financial concepts for their clients. Based in Killingworth, CT, WJ Financial Advisors, LLC strives to build long-term partnerships, ensuring each client receives meaningful contact and dedicated support to achieve their financial goals. Their expertise spans personalized financial planning, investment management, and a client-centric approach focused on fiduciary responsibility and ethical standards.
Website: https://wjadvisors.com/
Founded: 2006
Office Locations
- Killingworth, CT (Headquarters)
- Killingworth, CT (Headquarters)
Team Members
- Brandon LaChance, Financial Advisor
- Wallace Jones, Founder and President, CFA
- Joseph Giaccone, Financial Advisor