Why Choose Us

At Aja Financial, my drive is my clients’ success. Clients invest with intention-meeting goals, growing their wealth and protecting their family. By aligning my guidance, investing principles and planning with equal passion the goal is to go beyond being an investment adviser to becoming a dedicated partner.

Independent, Fee-Only

This firm is independent of large banks or brokerage firms allowing for independent advice built on education, experience, and knowledge. The fee is based on your growth and disclosed up front, both clear and transparent.

Clients First

The only focus is advising individual investors and their families-period. I give my clients a simple and understandable roadmap to grow, protect, and eventually transfer their wealth.


I am compensated only by my clients, never products. As a fiduciary, I am held to the highest legal standard (duty of care) in financial services which requires my advice and recommendations to always be in your best interest.

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