Johlfs Financial Group is a team of fiduciary advisors working to optimize your financial life. We are accountable to you and work collaboratively in a down-to-earth and authentic environment. We work on your behalf to curate and implement a plan for your financial freedom – however it may look for you.
We are accountable to you and work collaboratively in a down-to-earth and approachable environment. Our goal is to be known for leading with strategies, not products. In fact, we aim to be product agnostic and always make objective recommendations that we believe are in your best interest.
Tailored financial plan and investment portfolios designed to meet your unique needs.
Our goal is to provide objective recommendations in a product-agnostic environment.
Alpha (value) generation to help maximize your benefit from our relationship
We implement tailor-made financial plans from a CFP® professional.
We provide investment management services from a CFA charter holder.
We deliver this to you in our gold standard service model.
We do all of this for around 1% advisory fee per year.
"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
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.