Our Company

SJB Financial is a client-focused, financial services firm with a passion for consumer advocacy. We are proudly aligned with more than 50 of the nations largest financial institutions and private practices. This enables us to deliver advanced planning concepts and innovative solutions, which are engineered to address the sophisticated financial planning and risk management needs of discerning individuals, affluent families and successful businesses. Our expert team of financial consultants work as a cohesive planning team, across multiple disciplines including tax, legal, finance, business, insurance and risk management with some of the nation’s largest and oldest financial institutions in order to develop more practical, efficient, tax-advantaged and risk-averse ways to address complex financial dilemmas, which are manifested and perpetuated by the ever changing tax code, economic climate and regulatory landscape.

Operating as an independent organization without a 'big-business" ideology and unwieldy bureaucracy, means we can provide absolute transparency and unbiased guidance throughout the financial planning process. We are thereby, unfettered to always act as comsumer advocates in the best interests of our clients.

Our client-centric philosophy and mastery of financial literacy, allows our clients to capitalize from our deep pool of resources in order to optimize the opportunities to create, enhance and preserve wealth.

We provide expert assistance in the following areas: