Our Story

A firm that’s on your side — and by your side

DJM Financial is a premier wealth management firm with a mission to serve clients as their partner in life’s planning.

We clarify, simplify, and unify the many working pieces of a modern financial plan, going beyond the expected to provide a total team approach that enables clients to live their best life, however they define it.

Team photo

We draw on decades of diverse experience

Leveraging our highly collaborative culture and the team’s varied and complementary professional backgrounds, we strip away complexity to deliver personalized planning solutions, coordinating your outside tax and legal advisors whenever necessary.

Our people are the cornerstone of everything we do, and our firm is bigger than any single individual. Team-based and multigenerational, we deliver the planning acumen of a sophisticated, highly credentialed practice with the intimacy of a family business. Our goal is to provide you with financial security and peace of mind. Our approach enables us to keep promises to clients and their families for generations to come. As a member of Northwestern Mutual’s select Private Client Group, we have been recognized for our skill and dedication to serving the best interests of high-net-worth clients.

Every client has a unique story

We listen actively, learn continuously, and strive to understand where you are today and the vision you have for the future.

When you invite us on your financial journey, you are investing in an enduring partnership you can count on. We pride ourselves on delivering an exceptional experience that our clients love to talk about.

We invite you to get in touch to explore how our team can be of service.

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