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How We Work

 We are different from most firms in our approach, capabilities and experience

We are different from most firms in our approach, capabilities and experience  

  • An independent organization—we work for our clients
  • Personalized financial plans—designed for each client’s unique situation
  • Annual reviews are required—we don’t disappear
  • Focus: Financial, retirement and estate planning, wealth and risk management for individuals and businesses

Gene Muenchau and Jon Nicholson, former vice-president and senior vice-president of a large, international financial services firm, founded GHJ Financial Group as an alternative to the industry’s transaction driven approach. They saw a need to do planning “the right way.” Gene and Jon’s unwavering promise is that the clients’ needs and plans come first.

All financial plans are reviewed by Gene and Jon so GHJ's clients  benefit from multiple points of view and their extensive experience.

 

Because GHJ is an independent organization, we have a wide-range of financial tools available. And, it is really important to us that you understand not only what you own, but why you own it and what it does for your financial future.

Retire Your Way

Retire Your Way

No matter how you picture retirement, we'll tailor a strategy suited to your goals.

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How We Work

Creating and effective investment strategy is an ongoing process, and our team is with you every step of the way.

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Our Services

From wealth management to estate concerns, we're ready to help.

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Our Values

We take pride in creating practiced, disciplined, and comprehensive investment strategies.

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We Put People First

We Put People First

From retiring early to funding a college education to fueling your passion for philanthropy, we want to know what’s important to you, your spouse, and your family — and how you see your needs changing over time.

Before we meet, we ask you to spend a little time reflecting on what’s truly important. Then, we lead you through a proven process designed to unearth details, create dialog, and build a basis of shared understanding.

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Financial Assessments

Financial Assessments

We take the time to understand your unique situation before tailoring our recommendations specifically to you.

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Our History

Our History

Years of experience have prepared us to guide you through life's transitions.

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