SJA Financial Advisory, LLC

  • Financial & Investment Services
111 Heritage Reserve, Suite 100
N72 W13272 Appleton Avenue
Menomonee Falls, WI - Wisconsin 53051
4143901492
Hours:
8:00am to 5:00pm, Monday through Friday

About Us

We assist clients in meeting their financial goals by providing sound personal financial advice. As fee-only advisors, we do not earn commissions nor do we receive compensation from any third party. … read more

  • About

    We assist clients in meeting their financial goals by providing sound personal financial advice. As fee-only advisors, we do not earn commissions nor do we receive compensation from any third party. This arrangement eliminates conflicts of interest present with most financial professionals and advisors.

    The scope of client engagements range from comprehensive financial plans to specific issue analyses. We offer planning services where we charge by the hour as well as ongoing and continuous management of investment portfolios where fees are determined by the amount of managed assets. We work with a wide spectrum of individuals and families including high net worth and those just getting started.

  • Highlights

    • Tax Planning
    • Customized Investment Strategies
    • Retirement Planning
    • College Funding
    • Risk Management

  • Whom to Contact

    • Adam Dodge, CFP®
      111 Heritage Reserve, Suite 100
      N72 W13272 Appleton Avenue
      Menomonee Falls, WI - Wisconsin 53051
      Phone: 4143901492
      Send an Email