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| Investment management Financial Planning Risk Protection To schedule an introductory meeting, please contact us: 253.534.8888 info@BHJadvisors.com Tacoma Friday Harbor Seattle |
What are you looking for in a financial advisor?
Accountability — We accept the highest fiduciary standard to act in our
clients' best interests.
Focus on your goals — We help people work toward things that take
planning, money and time to accomplish. Your goals are our guide.
Experience and knowledge — Gary Brooks, Allyn Hughes and Nancy
Jones have each earned the CERTIFIED FINANCIAL PLANNER™ designation.
We work as a team, delivering diverse perspective and specialties.
Holistic perspective — We review all aspects of our clients’ financial lives
— retirement planning, investments, insurance, estate planning and taxes
— incorporating all into our recommendations.
Risk management — We base decisions on protecting your financial
resources first and growing them second.
Service — You will always receive thoughtful, courteous service.
We deliver money management solutions to individuals and families who
prefer to invest their time in other life pursuits.
Our investment management and financial planning services are fee only.
The household minimum for investment management is $500,000.
Alternatively, for smaller accounts, we offer financial planning and
investment management for a $5,000 annual fee.
Accountability — We accept the highest fiduciary standard to act in our
clients' best interests.
Focus on your goals — We help people work toward things that take
planning, money and time to accomplish. Your goals are our guide.
Experience and knowledge — Gary Brooks, Allyn Hughes and Nancy
Jones have each earned the CERTIFIED FINANCIAL PLANNER™ designation.
We work as a team, delivering diverse perspective and specialties.
Holistic perspective — We review all aspects of our clients’ financial lives
— retirement planning, investments, insurance, estate planning and taxes
— incorporating all into our recommendations.
Risk management — We base decisions on protecting your financial
resources first and growing them second.
Service — You will always receive thoughtful, courteous service.
We deliver money management solutions to individuals and families who
prefer to invest their time in other life pursuits.
Our investment management and financial planning services are fee only.
The household minimum for investment management is $500,000.
Alternatively, for smaller accounts, we offer financial planning and
investment management for a $5,000 annual fee.
Copyright © 2009 Brooks, Hughes & Jones, Inc.. All rights reserved. Brooks,
Hughes & Jones is a Registered Investment Adviser in Washington state.
Privacy Policy
Form ADV Part II
Hughes & Jones is a Registered Investment Adviser in Washington state.
Privacy Policy
Form ADV Part II
TACOMA 2112 North 30th Street, Suite B | Tacoma, WA 98403
FRIDAY HARBOR 255 Harrison Street | PO Box 2965 | Friday Harbor, WA 98250
253.534.8888 info@BHJadvisors.com
FRIDAY HARBOR 255 Harrison Street | PO Box 2965 | Friday Harbor, WA 98250
253.534.8888 info@BHJadvisors.com
Read our insight
Gary Brooks, CFP®, CRPC
Allyn Hughes, CFP®, ChFC®, CLU
Nancy Jones, CFP®
Allyn Hughes, CFP®, ChFC®, CLU
Nancy Jones, CFP®
CERTIFIED
FINANCIAL
PLANNER™
FINANCIAL
PLANNER™
Brooks, Hughes & Jones, Inc. (BH&J) is a Washington state Registered Investment Adviser. BH&J and its representatives are in compliance with the current registration and notice
filing requirements imposed upon Registered Investment Advisers by the SEC and the states in which BH&J maintains clients.
BH&J's electronic communications via email newsletters, blog posts and its web site are limited to the dissemination of general information regarding its investment advisory services,
educational information or viewpoints. Published content should not be construed by any consumer and/or prospective client as personalized investment advice or a solicitation for
securities transactions. Individual clients investment strategies differ based on a variety of factors. Any subsequent, direct communication by BH&J representatives with a prospective
client regarding financial planning or investment advice shall be conducted by a partner that is registered, or exempt from registration, in the state where the prospective client resides.
Past performance is no guarantee of future results. There is no guarantee that the views and opinions expressed here will come to fruition.
For regulatory information pertaining to the registration status of BH&J, please see Form ADV Part II.
BH&J does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether
linked to BH&J's web site or incorporated herein, and takes no responsibility therefore. All such information is provided for convenience purposes only.
filing requirements imposed upon Registered Investment Advisers by the SEC and the states in which BH&J maintains clients.
BH&J's electronic communications via email newsletters, blog posts and its web site are limited to the dissemination of general information regarding its investment advisory services,
educational information or viewpoints. Published content should not be construed by any consumer and/or prospective client as personalized investment advice or a solicitation for
securities transactions. Individual clients investment strategies differ based on a variety of factors. Any subsequent, direct communication by BH&J representatives with a prospective
client regarding financial planning or investment advice shall be conducted by a partner that is registered, or exempt from registration, in the state where the prospective client resides.
Past performance is no guarantee of future results. There is no guarantee that the views and opinions expressed here will come to fruition.
For regulatory information pertaining to the registration status of BH&J, please see Form ADV Part II.
BH&J does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether
linked to BH&J's web site or incorporated herein, and takes no responsibility therefore. All such information is provided for convenience purposes only.
