$830MM AUM | $6MM Rev in
SHJ Wealth Advisors is on a mission to preserve and safeguard the legacies of financial advisors who are nearing retirement or planning to retire. We are actively seeking opportunities to acquire practices or books of business, placing a special emphasis on facilitating a smooth succession plan and ensuring the continued well-being of our partners' clients. Our commitment extends beyond mere acquisitions; we are dedicated to cultivating relationships built on trust, transparent communication, and a genuine understanding of the unique legacy each financial advisor has built. By providing a supportive transition and a fair valuation, we aim to honor and protect the legacy of those who have dedicated their careers to serving clients and communities.