Johlfs Financial Group, Your financial life, in balance

Your Financial Life, optimized.

Johlfs Financial Group is a team of advisors providing comprehensive financial planning designed to improve, optimize and balance your financial situation. We emphasize strategy over product, are comprehensive in our process, and we will always strive to be totally objective in our recommendations.

WADDELL TO LPL TRANSITION

Keeping you informed.

It is our priority to keep you informed as details become available and to share what the acquisition may mean for you.

We will stay in contact throughout the transition to LPL so that it is as seamless as possible. As always, we are happy to answer any questions you may have.

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THE TEAM APPROACH & WHAT MAKES US DIFFERENT

Proudly based in Colorado, Johlfs Financial Group continues to grow year over year. Through this strategic expansion, we are able to hire team members specifically tasked to provide portfolio management, dedicated financial planning, relationship management, marketing events, and exceptional customer service. Today, we confidently serve hundreds of clients throughout the country.

OUR MISSION: THE GOLD STANDARD

Holistic View - We have comprehensive processes and take a 360-view in your financial plan.

Genuine Relationships - We treat others how we want to be treated.

Stewardship Taken Seriously - We respect your goals and values.

Authentic Approach - We speak a common language, we listen and we have a genuine interest in helping.

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PLANNING

We promote balance through comprehensive financial planning.

PORTFOLIOS

We create custom portfolios designed to optimize your financial situation.

PRESERVATION

We emphasize strategy over product in an effort to assist with risk protection.

Personalization

Tailored financial plan and investment portfolios designed to meet your unique needs.

Optimization

Alpha (value) generation to help maximize your benefit from our relationship

Accountability

Committed to trust, integrity and accountability.

Best Interest Duty

Our goal is to provide objective recommendations in a product-agnostic environment.

MEET CRAIG JOHLFS, CFP®

"I became a financial advisor because I believe in the power of planning, positive habits, and self-progress….this is the path to financial freedom which is one of the greatest of liberators”.

For methodology, please visit https://www.forbes.com/sites/rjshook/2020/01/16/forbes-best-in-state-wealth-advisors-methodology-2020 and https://www.forbes.com/sites/rjshook/2021/02/11/forbes-best-in-state-wealth-advisors-methodology-2021/?sh=519d72a86d22

BECOME A CLIENT

Taking the first step is sometimes the hardest. We hope you will find our team of professionals can make your transition easy - starting with an honest and straight-forward conversation with your licensed advisor, leading to a streamlined on-boarding process, followed up by a long-lasting and authentic relationship.

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BOOK AN APPOINTMENT - CONTACT SARAH WOOD

Sarah Wood

Executive Assistant

303-626-2446

swood01@wradvisors.com

^{Waddell & Reed is not affiliated with and does not endorse any other entities referenced.}

^{Waddell & Reed, Inc. is not affiliated with Step Denver and does not accept or collect donations on their behalf. Waddell & Reed, Inc. does not endorse Step Denver and is not responsible for any donations made.}

^{*The other awards are presented annually by Waddell & Reed and are based on an analysis of investments, insurance and financial planning sales generated by the advisor.}^{For more information regarding these awards and dates received, please contact the advisor.}