Updated:
WJL Financial Advisors
WJL Financial Advisors LLC provides financial planning and tax services as a fiduciary. The firm helps clients develop a financial roadmap for transitions such...
WJL Financial Advisors
WJL Financial Advisors LLC provides financial planning and tax services as a fiduciary. The firm helps clients develop a financial roadmap for transitions such as changing jobs, pursuing a second career, or planning for retirement. Services include financial planning, estate planning, tax planning, portfolio guidance, and tax preparation. The firm services clients across the United States and across all incomes.
General information
Firm type
Asset Manager
Year founded
2013
Location
Country
United States
Principals
Bill LaChance
CERTIFIED FINANCIAL PLANNER™ and Enrolled Agent; launched WJL Financial Advisors
Jim Moore
Registered Investment Adviser Agent, CERTIFIED FINANCIAL PLANNER™ and Certified Public Accountant
Sudha Anand
CERTIFIED FINANCIAL PLANNER™ and Enrolled Agent
Steve Pardonner
completed Certified Financial Planning program and passed the CFP exam
Michael Garrett
CERTIFIED FINANCIAL PLANNER™ and Enrolled Agent
James Maher
Enrolled Agent; completed CFP® examination coursework and exam
Frequently asked questions
Who runs investment decisions at WJL Financial Advisors?
No named investment decision-maker is identified in public records. The firm does not disclose a CEO, CIO, or managing principal.
How does WJL Financial Advisors source deal flow?
No sourcing model is documented. The firm has no known proprietary deal flow or co-investment network in the public domain.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: