Our Company History

D&J Financial Advisors is a comprehensive financial planning firm established to help our retail and corporate clients build wealth. We offer the most innovative and customized Wealth Management solutions. We pride ourselves on bringing added value to the corporates and customers in the financial services industry giving them the ability to reach their greatest potential.

Our investment philosophy is based on our belief that the most important decision an investor can make is not which investment to buy, but rather, how assets should be allocated based upon the investors attitudes, objectives, circumstances and risk-taking capacity.