Wj Financial Advisors, LLC
**WJ Financial Advisors, LLC Summary:** Established in 2006, WJ Financial Advisors, LLC (WJFA) is a fee-only Financial Planning and Investment Management firm located in Killingworth, CT. The firm's founders are Wallace Jones, Joseph Giaccone, and Jennifer Elles-Jones. WJFA specializes in Investment Management and Financial Planning, offering services tailored to individual client needs. The firm operates on a discretionary basis, allowing clients to grant full trading authority to WJFA. Investment strategies are based on client goals, risk tolerance, and time horizons, with a focus on asset allocation and low-cost, passive-index funds. WJFA's fee structure is negotiable, with combined Investment Management/Financial Planning fees not exceeding 1.25% annually. Financial Planning services are available on an hourly, fixed, or ongoing fee basis. The firm also provides ERISA Plan Services, acting as a limited-scope ERISA 3(21) fiduciary for qualified retirement plans. Clients have no minimum account size requirements, and the firm emphasizes transparency, ethical conduct, and client-centered service. WJFA does not engage in performance-based fees, side-by-side management, or receive external compensation for the sale of securities. The firm's investment strategies are grounded in comprehensive analysis, risk management, and adherence to high ethical standards. For more details, visit www.wjadvisors.com or contact [email protected].
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