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DMJ Wealth Advisors provides financial planning and investment guidance for successful individuals and families who have entrusted us and selected investment partners with the management of about $460 million in assets. 

DMJ is composed of two independent but affiliated entities. DMJ Wealth Advisors, LLC and DMJ & Co., PLLC provide professional financial advice to both corporate and individual clients. Combined we have over 80 employees and celebrated our 70th anniversary in 2019.

We are a full-service financial firm committed to helping people pursue their financial goals. We perform comprehensive financial planning and offer investment advice.

Our firm has a relationship with a variety of financial services companies. If we don’t have a product or service, we are confident we know a group that does.

Please call us if you have any questions about our firm or the range of financial products and services DMJ Wealth Advisors provides.

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