A complete list of active advisors currently associated with SJHL Financial Group

Warmer can help you find a great advisor at SJHL Financial Group or one who fits your needs even better.

SJHL Financial Group provides investment advisory and financial planning services to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers portfolio management for individual clients and retirement plan consulting, and also makes limited‑scope, project‑based financial planning available. The firm manages client assets on a discretionary basis in partnership with a sub‑advisor, Focus Partners Advisor Solutions (FPAS), and generally implements diversified, low‑cost mutual fund and ETF portfolios guided by fundamental analysis and a long‑term orientation. Financial planning recommendations are often integrated into the investment relationship, and accounts are monitored continuously with periodic reviews at least annually. SJHL is affiliated through common ownership with a separately owned accounting firm, Swindoll, Janzen, Hawk & Loyd, and several personnel hold accounting and financial‑planning credentials, which enables coordination of tax and accounting services alongside investment advice and creates disclosed referral and conflict‑of‑interest considerations. The firm also relies on FPAS for portfolio management and back‑office functions and uses direct fee deduction and standing letters of authorization, arrangements that the firm discloses as creating constructive custody and manages through its controls.

To learn more about the advisors currently working at SJHL Financial Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.