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DHJJ expertise is easily recognized in the services we offer.

Custom Tailored Advisory Services

At DHJJ, we take pride in the proficiency of our tax, accounting, and financial experts who are dedicated to assisting clients in optimizing decisions for both business and personal financial matters. Recognizing the inherent uniqueness of each circumstance, we prioritize tailoring our advisory services to align with individual goals and preferences.

Our seasoned team at DHJJ recognizes that there’s no one-size-fits-all solution in the realm of financial management. We believe that by harnessing our professionals’ extensive knowledge and skills, we can provide you with advice that is not only insightful but also precisely suited to your distinct requirements. With an unwavering commitment to excellence, we stand ready to help guide you through the intricate landscape of taxes, accounting intricacies, and financial choices, ensuring your strategies are finely tuned to achieve success.

Business Advisory Services

Whether you’re launching, scaling, or developing an exit strategy, our business advisory specialists can help you dig into the details and step back to look at the big picture. Finetune your strategy and reach your goals more efficiently with advisory services tailored to your unique business.


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).

Financial Advisory Services Include

Through DHJJ Financial Advisors, our team provides financial asset management, financial planning, and retirement plan services for businesses, along with the following in-depth services.

Why Choose DHJJ’s Advisory Services

At DHJJ, we have over 25 years of experience guiding businesses and individuals to the best possible strategies for their unique goals. We provide a wide range of accounting, auditing, and financial services in addition to financial advisory services. We also offer financial management and advisory services for trusts and retirement accounts.

You know your business. You know your family. You know what you want to achieve personally and professionally. We understand how the numbers bring it all together. Leverage our experience to preserve your legacy, grow your business, and reach your financial goals.

Whether you’re working with our accounting team or our advisory specialists, you will get guidance tailored to your unique needs. To move to the next level of success, contact us today.

Areas We Service

Make your business stronger and your life simpler. Listed below are the areas we service! Please reach out if you do not see your location listed!


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Have questions? Want to learn more about DHJJ Fractional CFO Services can help you and your business? We’d be happy to discuss your situation.

Or call us:
630 420 1360

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