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DHJJ expertise is easily recognized in the services we offer.

Advisory Services

BUSINESS ADVISORY

Reach your goals more efficiently with knowledgeable business management consultants at DHJJ.

You’ve got goals and you’re willing to work hard to meet them. But no matter how hard you work, you can’t do it all alone. When you need assistance, whether it’s for additional insights, cash flow planning, budgeting, or how other areas of your business impact the financials, our advisors can help.

Our experienced specialists focus on the areas that affect your business and your future, providing the services that make all the difference between confidence and uncertainty. We have many years of experience in everything from entrepreneurial services and estate planning to forensic accounting and business valuation.

Services Include

Management advisory services are customized to fit your business and your particular need, covering a wide range of areas that include:

Financial Advisory

FINANCIAL ADVISORY

Make your money work for you with complete financial advisory and wealth management services from the professionals at DHJJ Financial Advisors.

DHJJ Financial Advisors, a boutique wealth management firm, knows you’re financially savvy, but there are still so many questions: how can you minimize taxes, plan for retirement, and create the right portfolio? What about estate planning? Stock options? Charitable giving goals? How can you make it all work together?

For the results you want, you need a financial advisory partner that specializes in total wealth management. DHJJ Financial Advisors, a registered investment advisory firm, has been providing investment and financial planning services to clients since 1988. We are a highly committed, professional organization of investment advisors registered with the Securities and Exchange Commission. We work closely with every client to produce a unique financial plan designed to meet their personalized goals and objectives. Our clients include individuals, families, trusts, and retirement plans.

You can select just a few services, or choose a comprehensive approach to financial planning and wealth management. Either way, you’ll know your interests come first. Our sole focus is what’s best for you, not selling a particular investment or insurance product. In addition, our investment advisers are all CPAs with an in-depth pool of tax knowledge provided through our affiliated CPA firm (DHJJ).

Services Include

Our sister firm, DHJJ Financial Advisors, offers the following services that complement our CPA side.

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