At LJI Wealth Management we take great pride in our independence, our planning-first approach and the experience of our team. We strive to provide excellent service, consistent communication, and the ongoing financial guidance you need to reach your financial & life goals.
As a Registered Investment Advisory firm, we embrace our role as fiduciaries and employ the highest standard of care on behalf of our clients. Our conflict-free approach is rooted in providing the most cost-effective, transparent solutions available. We believe that creating a thorough financial plan you fully understand is crucial to providing the peace of mind you deserve.
Our clients come from all walks of life. The common thread is they all appreciate objective, professional advice and solutions based on experience, knowledge and discipline.
The LJI team is fully committed to helping you. We have five Certified Financial Planners, twelve Wealth Managers, an Insurance Specialist, and four Mortgage Loan Officers. Combined, our team has over 350 years of experience in the financial services industry.