Broker Check

We work with the belief that any advisor can provide investments; it’s the trusted relationship that can be harder for clients to find. With decades of experience and a commitment to providing impeccable service, we seek to build long-term partnerships with our clients.

Fiduciary Obligation

As an LPL Investment Advisor Representative and a Chartered Financial Consultant, we have a legal fiduciary obligation by upholding your interests above our own. 

Independence

Janssen Financial Management has a responsibility to provide clients with fair and full disclosure of all material facts as well as act solely in the best interest of our clients at all times. We have no "hidden agenda" or mandate to sell any particular financial product.

Independent Investment Advice

Janssen Financial Management values independent research and advice. We thoroughly analyze product research and only select investments that are best suited to our clients’ needs and financial objectives. Janssen Financial Management offers no proprietary products that can get in the way of providing independent investment research.

Comprehensive Financial Planning

Janssen Financial Management believes it is important to take a comprehensive approach to Financial Planning. Our goal is to deliver exceptional financial guidance and personalized service to help you build and preserve your wealth, create a strategy for passing on a lasting heritage to loved ones or meaningful charities and empower you to pursue your life's aspirations.

Financial Planning is an on-going process. We will design a plan that directs you from your current financial situation, towards your specific financial goal(s). The only constant in life is change, we will provide regular reviews and modifications, assuring that your Financial Plan is current and dynamic.

"Open Architecture" Investment Platform

As Independent Advisors, we have access to thousands of products. Free from the constraint of proprietary products and investment banking relationships, we are able to work with our clients to determine a defined investment policy which will help guide the investment selection for their unique financial situation.

Competitive Rates And Pricing

Janssen Financial Management offers clients the opportunity to engage in commission based products or fee based asset management. This allows us to offer customized financial advice and align our goals with our client’s goals.

Through our fee-based program, we are able to adjust your investment portfolio without requiring you to pay any commissions. Most importantly, since annual fees are based on total assets under management, fee-only asset management ties our compensation directly to the performance of your account, striving to further avoid any conflicts of interest.

Premium Level Of Service

In order to determine how to best address your overall financial goals, we have constructed a comprehensive investment consulting process. Working closely with you, we:

  • Discover your goals, risk tolerance and time horizon
  • Recommend wealth management strategies based on this
  • Implement these recommendations and construct a diversified portfolio
  • Review your investments regularly