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About AJD Wealth
AJD Wealth Management is a fee-only advisory firm specializing in personalized financial planning and investment management for pre-retirees and retirees. Led by a CERTIFIED FINANCIAL PLANNER™ Professional with over a decade of industry experience, the firm offers accessible communication and a low client-to-advisor ratio, ensuring tailored attention to individual needs. AJD Wealth distinguishes itself through its commitment to client education, empowering individuals to navigate their financial journey with confidence. Operating as a fiduciary, the firm prioritizes clients' best interests and avoids conflicts of interest by eschewing product sales and commissions. With a focus on building collaborative relationships, AJD Wealth aims to deliver boutique-level service, guiding clients towards their financial goals with transparency and integrity.
Pricing options
Regulatory filings
Areas of specialty
- Retirement Planning
- Investment Management
- Estate Planning
- Insurance Planning
- Tax Planning
- Money Management
- Lifestyle Planning
- Proactive Financial Planning
More about AJD Wealth
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 328624 | 1 |
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