Why Use This Tool?

FPA PlannerSearch Participants:

Find the Certified Financial Planner™
Who's right for you.

DMJ Wealth Advisors, LLC

703 Green Valley Rd
Suite 201
Greensboro, NC 27408
Phone: (336) 275-9886
Fax: (336) 292-6695

Household Income Minimum: $0
Investable Asset Minimum: $750,000

Specialties

How Planner Charges

Considerations: Depending on Planning Need, Planner compensation can be 100% fee based

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.