DMJ Wealth Advisors, LLC is celebrating twenty years of business in North Carolina. Established in 1999, DMJ Wealth Advisors became associated with the public accounting firm of DMJ & Co., PLLC in 2001 and continues to lead through innovation, initiative, and growth in the financial planning area. DMJ Wealth Advisors is a fast growing wealth advisory firm in the Triad with over $460 million in assets under advisement. The firm is led by partners Charles E. Carrick, CFP®, ChFC; Sheryl W. Austin, CFP®, ChFC, CLU; and Jeff W. Hwang, CFP®, CRPC.
DMJ Wealth Advisors’ managing partner, Chuck Carrick, says, “Two decades in business is a milestone we celebrate with great pride and much gratitude to our clients and our team. Together, we have been able to accomplish and grow a company committed to the in-depth understanding of clients’ personal needs and goals.”
Since 1999 the values of DMJ Wealth Advisors have been manifested through working with others to achieve success. DMJ leaders have committed many years of service to prominent community and civic organizations such as tornado relief concerts, Special Olympics North Carolina, and volunteer service days. Their involvement also extends to organizations like Friends for an Earlier Breast Cancer Test, among others.
In addition, the firm’s leadership has served on a number of city, county, and regional boards of directors and has held active leadership roles within the industry in organizations such as Financial Planning Association, the Society of Financial Service Professionals, and Greensboro Medical Group Managers.
DMJ Wealth Advisors is also responsible for the creation of WN2, a women’s initiative founded with the mission to provide an atmosphere of opportunity among a diverse group of women where they can experience new adventures while creating new friendships.
ACCOMPLISHMENTS – TWO DECADES MARK GROWTH AND EXPANSION
Over the last two decades, DMJ Wealth Advisors has expanded its Greensboro-based operations to include the DMJ offices in Sanford and Durham, North Carolina. The more recent expansion to the triangle region in Durham is led by Greg Carrick, CFP®, CIMA®,Investment Advisor Representative.
DMJ Wealth Advisors also serves as Investment Advisor to employer-sponsored qualified retirement plans throughout North Carolina. Brad Mann, JD, QPFC, DMJ’s in-house Qualified Plan Specialist, is responsible for the oversight of service for employer-sponsored qualified retirement plans, providing plan participants with investment education and assisting plan sponsors in implementing processes to meet their ERISA obligations.
Early on, DMJ Wealth Advisors recognized the trend and benefits of consolidated technology and now hosts a sophisticated online platform, Wealth Management Solution, offering an aggregated comprehensive view of a client’s financial portfolio. The website, and its secure portal, provides clarity to clients as they work through investment scenarios. By using the site, DMJ Wealth Advisors can provide live modeling on the spot and help clearly communicate the impact of financial decisions. This enhanced communication can dramatically reduce the decision-making time when all parties are involved.
ABOUT DMJ WEALTH ADVISORS, LLC
DMJ Wealth Advisors is affiliated with DMJ & Co., PLLC, a Top 300 North Carolina CPA firm with offices in Greensboro, Sanford, and Durham, NC. DMJ offers an array of services including certified public accounting, wealth management, and medical and dental practice consulting.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP(R), Certified Financial PlannerTM and CFP (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association (IMCA®) is the owner of the certification marks "CIMA®," and "Certified Investment Management Analyst®." Use of CIMA® or Certified Investment Analyst® signifies that the user has successfully completed IMCA's initial and ongoing credentialing requirements for investment management consultants.