Plan. Invest. Succeed.

Comprehensive Financial Planning and Investment Strategies to help you thrive at any stage in life.

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Comprehensive Financial Planning at any stage in life

Whether you are retired, retiring, building wealth, or going through transitions like having children, or selling a business, a comprehensive financial plan and investment strategy can help you have peace of mind. Our team of CERTIFIED FINANCIAL PLANNER™ professionals work with you to develop a personalized investment and wealth management strategy that revolves around your life stage and financial goals.

At Sharkey, Howes & Javer we appreciate all of our clients who have entrusted us with their financial lives. It has been our responsibility and privilege to partner with our clients for nearly 30 years.


Our Difference, Your Results

Financial Planning &
Investment Management

We strive to dispel common fears our clients have when dealing with money. When a financial strategy is made to be personal and meaningful, we find tension and stresses are reduced, empowering you to make sound financial decisions. It is our commitment to build long-term relationships with clients and to help them achieve success by implementing expert financial planning and investment strategies.

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Straight-forward Fees,
No Product Sales

Our only responsibility is to you and our clients. Our transparent fee structure, with no commissions and no product sales, helps us serve you objectively. As fee-only fiduciaries, we serve you with competence and integrity and keep your best interests at heart.

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Hear the difference, straight from our Founders

A Strong Financial Plan and Investment Strategy Starts with You

Start working toward your economic independence today with a no-obligation, complimentary consultation with one of our CFP® professionals.


Inside the Economy with SH&J

We invite you to listen in to the economic reports within our bi-weekly Investment Committee meetings.

Inside the Economy January 13, 2020

Inside the Economy December 16, 2019

Inside the Economy December 2, 2019

Inside the Economy November 18th 2019


Thoughts to help you Plan, Invest and Succeed.

Inside the Economy with SH&J: Where is the Wealth?

| Economic Discussion, Economy, SH&J Blog | No Comments

On this week’s Inside the Economy, we discuss the U.S. consumer’s wealth and balance sheet. Did you know 72% of household assets are financial assets? We step back in time…

Market Insights & Commentary – December 2019

| Investing, SH&J Blog | No Comments
Market Insights & Commentary – December 2019 2019 was an anomaly because almost all asset classes delivered returns above their 10-year averages. Historically, stocks perform better when the economy is...

Inside the Economy with SH&J: What will 2020 Bring?

| Economic Discussion, Economy, SH&J Blog | No Comments

On this week’s Inside the Economy, we discuss where Americans are leveraging debt and creating wealth. We know a college education is more expensive than ever, so how has this…


We Specialize in You, Your Choices and Your Finances