What departments does WJL Financial Advisors, LLC have?

WJL Financial Advisors, LLC has employees across 1 departments including Finance.

What is the largest department at WJL Financial Advisors, LLC?

The largest department at WJL Financial Advisors, LLC is Finance with 2 employees.

Where are WJL Financial Advisors, LLC employees located globally?

WJL Financial Advisors, LLC has employees across 2 continents and 2 countries including South Africa, United States Of America.

How has WJL Financial Advisors, LLC's team size changed over time?

WJL Financial Advisors, LLC's team has decreased from approximately 4 to 3 employees based on available data.

WJL Financial Advisors, LLC Employee Directory

Financial ServicesNew Jersey, United States2-10 Employees

WJL Financial Advisors works primarily with clients in the midst of or contemplating some kind of career transition (job change, second career, early retirement etc.)  I help clients answer questions such as:  What should I do with my 401K?  What cash flow strategies can help during this transition?  When I can I retire?  Can I afford to leave my corporate career behind and do what I really want to do?  How can we best pay for college for our children without jeopardizing our retirement? How should we plan for Long Term Care? 

In addition to creating a financial plan I will work with you to develop a retirement portfolio using low cost index funds designed to allow you to meet your goals while effectively managing your investment risk.  I charge an affordable fee for this service.  For higher net worth clients with meaningful assets in taxable accounts or other complex tax or estate planning needs I offer an annual advisory program that includes financial and estate planning, investment management and tax planning and preparation for a flat annual fee.

Find WJL Financial Advisors, LLC employees' phone numbers or email addresses

WJL Financial Advisors, LLC Global Highlights

North America
6

United States Of America
6

Africa
1

South Africa
1

WJL Financial Advisors, LLC's Leadership

B. L.
Owner
Mobile Phone
Email
B. L.
Principal
Mobile Phone
Email
J. A. M.
Principal - Registered Investment Advisor
Mobile Phone
Email
M. G.
Financial Planner
Mobile Phone
Email

WJL Financial Advisors, LLC Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from WJL Financial Advisors, LLC

Name

Title

Contact Info

Location

Last Update

B. L.
Owner
Mobile Phone
Email
United StatesTexas
Mar 05, 2026
B. L.
Principal
Mobile Phone
Email
Mar 05, 2026
J. A. M.
Principal - Registered Investment Advisor
Mobile Phone
Email
United StatesConnecticut
Oct 20, 2025
M. G.
Financial Planner
Mobile Phone
Email
United StatesNew Jersey
Mar 24, 2026

Frequently Asked Questions

What is WJL Financial Advisors, LLC known for?

WJL Financial Advisors, LLC was founded in 2013 operates in the Financial Services industry. The company's main headquarters is located in 16 Ward Place Chatham, New Jersey 07928 United States; you can contact the main corporate office by phone at

+1-800-318-****

. Explore WJL Financial Advisors, LLC's company overview page for more information.

What is WJL Financial Advisors, LLC's most common email format?

WJL Financial Advisors, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more WJL Financial Advisors, LLC email formats with LeadIQ.

How many employees does WJL Financial Advisors, LLC have currently?

WJL Financial Advisors, LLC has approximately 5 employees as of April 2026. These team members are located across 2 continents, including North AmericaAfrica.

Who are WJL Financial Advisors, LLC's key employees and leadership?

As of April 2026, WJL Financial Advisors, LLC's key employees include:

Owner: B. L.
Principal: B. L.
Principal - Registered Investment Advisor: J. A. M.
Financial Planner: M. G.

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