Dhjj Financial Advisors

DHJJ Financial Advisors is an SEC-registered investment advisor with locations in Naperville and St. Charles, Illinois, established in 1988. The firm offers investment advisory services, financial planning, and retirement plan services. They provide continuous advice tailored to individual client needs, managing portfolios on a discretionary basis with a focus on client objectives, risk tolerance, and tax considerations. DHJJ Financial Advisors also offers financial planning services covering areas such as personal finance, tax planning, investments, insurance, retirement, and estate planning. The firm utilizes fundamental analysis, cyclical analysis, asset allocation, and mutual fund/ETF analysis in formulating investment advice. Clients are charged an annual fee based on a percentage of assets under management, with no minimum account size specified. The firm does not charge performance-based fees, participates in side-by-side management, or accept directed brokerage arrangements. DHJJ Financial Advisors does not vote proxies on behalf of clients and does not have custody of client assets. The firm's Chief Compliance Officer, Camilla Corso, is available to address any questions regarding their services. DHJJ Financial Advisors prioritizes client confidentiality and maintains a secure environment for handling personal information.