Your Partner in Life’s Planning

We clarify, simplify, and unify the many working pieces of a modern financial plan

At DJM Financial, we go beyond the expected to deliver personalized planning solutions that enable our clients to focus on the things that matter most.

With integrity and superior service as our bedrock principles, we work every day to provide our clients with the confidence that their financial needs are attended to and the wealth they have worked so hard to create is stewarded with care and purpose.

Our Story

We believe that when it comes to financial planning, collaboration and success go hand in hand.

The roadmaps we create with our clients begin by actively listening to their needs and are designed to be dynamic — taking advantage of our access to top-tier products and advanced strategies that ensure every goal is achieved during each stage of life.

Our Difference

Discover what makes DJM Financial
a firm unlike any other

From serving in the military to managing mutual funds, each member of our diverse, highly credentialed team followed a unique path to our firm. We draw on their diverse experiences, both professional and personal, to serve our clients’ planning needs with empathy and acuity. As a member of the select Private Client Group at Northwestern Mutual, we have been recognized for our experience, sophistication, and planning tools tailored for high-net worth clients.

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We're top ranked by Forbes

Mike Jacob has been recognized as a Best-In-State wealth advisor and top financial security professional by Forbes. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This wouldn’t have been possible without you.

DJM Financial has been named to the National Association of Plan Advisors’ list of the nation’s top defined contribution (DC) Advisor teams with Assets under Advisement over $100 Million.

Forbes Best-In-State Wealth Advisors 2023
Forbes Best-In-State Top Financial Security Professionals 2023
Napa Top DC Advisor Teams 2022

FORBES "BEST-IN-STATE WEALTH ADVISORS" LIST (APRIL 2023), RESEARCH AND RANKING PROVIDED BY SHOOK RESEARCH, LLC. BASED UPON DATA AS OF 6/30/2022.

FORBES TOP FINANCIAL SECURITY PROFESSIONALS LIST (JULY 2023). RESEARCH AND RANKING PROVIDED BY SHOOK RESEARCH. BASED UPON DATA AS OF 12/31/2022

NORTHWESTERN MUTUAL AND ITS ADVISORS DO NOT PAY FOR PLACEMENT ON 3RD PARTY RATING LISTS, BUT DO PAY MARKETING FEES TO THESE ORGANIZATIONS TO PROMOTE THE RATING(S). RANKINGS AND RECOGNITIONS ARE NO GUARANTEE OF FUTURE INVESTMENT SUCCESS.