# WJL Financial Advisors

WJL Financial Advisors is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Founded:** 2013
- **Assets under management:** Undisclosed
- **Website:** wjladvisors.com

## Regulatory record

- **CRD number:** 169711
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/169711

## About

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.

## People

- 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

## 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.

## Related profiles

- [MOSAIC FI LLC](https://altss.com/profile/mosaic-fi-llc)
- [Pensinger Financial Inc.](https://altss.com/profile/pensinger-financial-inc)

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Last updated: 2026-08-11T15:08:32.892Z

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