What We Do


Founded in 2007, LJI Wealth Management is registered with the SEC as a Registered Investment Advisor (RIA). As a RIA, we proudly serve our clients in a Fiduciary capacity. Our Services include:

  • Comprehensive Financial Planning
  • College Planning
  • Estate Planning
  • Investment Management
  • Life Insurance Solutions
  • Long-Term Care Assessment
  • Mortgages
  • Retirement Planning
  • Retirement Distribution Planning
  • 401(k) Consulting
As an Independent firm our focus is solely on helping you. When it comes to investment advice, we are fee-based. We have no incentive to work with a specific mutual fund company or provide a specific product – ever. There are no conflicts of interest at LJI. Transparent, clear financial solutions based solely on your goals and objectives are what we strive to provide.

We start with a fact-gathering interview to help determine your financial needs and goals. We then work together with you to provide a blueprint for a long-term financial plan. Our ultimate goal is to educate you on your options so you fully comprehend your Plan before Implementation. We then continue to monitor and evaluate your personal Plan over time to help ensure you reach your goals.

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.

At LJI, we realize we cannot be all things to all people – we are certainly not a financial Supermarket. While the financial services industry has devolved into a marketing contest, we feel firmly that the best way we can help people is to, instead, educate our clients on what approach we feel makes the most sense. Of course there will not always be a fit – and we understand that. In those cases we will not only encourage other solutions but also help assist in the transition to another firm.