Financial Advisors who help you plan for tomorrow while you live for today.

Partner with an experienced Financial Advisor for the most important financial decisions in your life.

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Tailored services focused on you, the client.

Investment Management

Create a diversified portfolio with a goal of growing your assets and weathering market volatility.

Retirement Projections

Help you see where you are today and where you are headed given your unique financial pieces.

Budget and Cash Flow

Understand where your money is going and how that impacts your ability to save and meet future goals.

Tax and Estate Planning

With tax laws and your finances ever- changing, it is important for you to consider every year how to capitalize on opportunities.

Education Planning

With student debt at an all-time high, it is important for you to have a plan for your child’s education.

Insurance Review

Life is uncertain. Let’s make sure your loved ones are protected.

Newsletters

Our weekly newsletter provides a recap of the investment markets, information we find useful for our clients and some fun financial or economic news as well.

Videos

Our educational videos are meant to share further thoughts and information to our clients outside of meeting directly with an advisor. We invite you to share them with friends or colleagues!

2024 Important Numbers

Andrew Quinn2024-01-16T19:15:43+00:00January 16, 2024|

Choosing the right financial advisor is one of the most important decisions you can make.

Do you feel confident where you are headed financially?
Do you have a plan to achieve financial success?
What do you need to do today to set yourself up for the future?

At AJ Advisors, we take a collaborative approach to financial planning, working closely with our clients to identify their goals and develop specific steps to help them achieve financial success. We believe that financial planning is about more than just making choices – it’s also about understanding why those choices are important. With comprehensive planning software and resources for specific areas like tax planning and Social Security, we can help you see the big picture and make informed decisions about your financial future.

We understand that financial planning can be intimidating.

It’s often the fear of the unknown that drives our anxiety. But it doesn’t have to be that way. Let us help you take the first step and walk with you through your financial decisions.

It can be very easy to procrastinate on your finances, but the reality is, the sooner you understand where you are, the easier it will be to get to where you want to go.

Financial planning is a process, not a one-time event. Our goal is to help you navigate your financial journey, no matter what your starting point. We take the time to get to know you and your unique circumstances. We then work with you to develop a specific plan that meets your personal needs and goals.

Don’t let your finances intimidate you. We are here to help.

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Our Team

Andrew Quinn, CFP®

Partner

John Stauffer, CFP®

Partner

Emily Triano

Operations Associate

Maya Laws

Operations Associate

Financial Advice You Can Understand

Personalized Service Specific To Your Goals

Experienced Financial Advisors

Start planning your financial future with AJ Advisors in three simple steps.

1. Call to schedule a complimentary consultation.

In this meeting, we get to know you and share our process and examples of what we do for clients.

2. Collaborate as we develop your personalized plan.

We strive to build trust through our process and give objective advice to create a unique financial plan that meets your specific needs.

3. Feel confident as we implement the plan and review it regularly.

We implement the plan and adjust as needed to help ensure you stay on track with your goals.

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Choosing a financial advisor is an important decision – perhaps one of the most important decisions.

You want to make sure that the person you are working with has your best interests in mind and is someone you can trust. Industry leaders have quantified the value an advisor can add for clients. Ultimately, what our clients want is honest and direct financial advice, both for the good news and the hard.

With years of experience in the industry, we are confident that we can provide the level of personal service and expertise that our clients are looking for. Our fiduciary advisors are a great fit for those who want to work collaboratively and delegate investing. We understand that making financial decisions can be difficult and stressful. Our goal is to take the burden off our clients so they can focus on what is important to them. We listen to our clients and work with them to develop a custom plan that meets their unique needs.

Not all services will be appropriate or necessary for all clients, and the potential value and benefit of the adviser’s services will vary based upon a variety of factors, such as the client’s investment and financial circumstances and overall objectives. Neither personalized services nor the adviser’s standard of professional conduct should be construed as guarantees of a particular outcome. The effectiveness and potential success of the adviser’s services can depend on a variety of factors, including but not limited to the manner and timing of implementation, coordination with the client and the client’s other engaged professionals, and market conditions. Not all services come with ongoing monitoring or updating of client financial plans. Clients should refer to their services agreement to determine the scope of ongoing monitoring provided under their engagement. AJ Advisors is neither a law firm nor an accounting firm and does not provide legal or tax advice. Website visitors and clients should consult an attorney or tax professional regarding their specific legal or tax situation. Insurance recommendations are made by representatives of AJ Advisors in their separate and individual capacities as licensed insurance agents, for which additional compensation may be received. Insurance policies are issued by independent insurers unaffiliated with AJ Advisors. The potential benefits to be derived from insurance policies will vary based on a variety of factors, including but not limited to the policy issuer, the terms and premiums associated with the policy, and various riders or additional coverage options. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.