Who We Are
This unique structure provides real-time and valuable resources to support all facets of running a successful financial planning practice. From consulting on operational efficiencies to assisting in complex case design, the firm is committed to providing advisors what they need, when they need it.
The three managing partners of PJ Advisor Group have collectively been providing independent comprehensive wealth management services to individuals and business owners for over 75 years. In 1996, they began building the team and systems to support like-minded advisors. Today, the firm is licensed in 38 states and serves over 60 advisors and their clients.