GJO Financial, LLC

GJO Financial, LLC Retirement Planning, Tax Strategy, and Estate Planning—All in One Place. It takes preparation and strategy to preserve what you've spent a lifetime building.

The cost of making unwise financial choices can impact your current state of living, along with your overall goals and objectives in life. At GJO Financial we believe in guiding our clients towards well-informed financial decisions from which they benefit for years to come. When your financial situation isn't balanced, it can drain your other priorities in life. We can help you coordinate your financial resources so you can spend more of your time on what's important to you. At GJO Financial we specialize in:

Social Security Planning
Retirement Planning
College Planning
Estate Planning and Preservation
Small Business Solutions
Getting your Financial House in Order

Lasting financial freedom does not happen by accident. The professionals at GJO Financial view it as their responsibility to thoroughly understand your dreams and goals and take a detailed approach to your financial strategy.

Life changes fast. And sometimes, what sounds like a simple statement can lead to a much bigger financial conversation.“...
10/01/2026

Life changes fast. And sometimes, what sounds like a simple statement can lead to a much bigger financial conversation.

“I’m turning 65.”
“We’re thinking about buying a house.”
“I’m thinking about retiring.”
“My child is getting married.”

These moments can affect your taxes, investments, income, Social Security, and overall financial plan.

That’s where having someone look at the bigger picture can make a difference.

At GJO Financial, we want to hear what’s going on in your life—not just look at the numbers.

Life happens. We’re here to help you plan for it. 🌿

Thinking about converting some of your IRA to a Roth? 👀There’s an important step you need to consider if you’re also sub...
09/30/2026

Thinking about converting some of your IRA to a Roth? 👀

There’s an important step you need to consider if you’re also subject to Required Minimum Distributions (RMDs).

⚠️ The order in which you handle your RMD and Roth conversion matters.

Getting this wrong could create an unexpected tax bill or cause you to miss an important planning opportunity.

Before you make a Roth conversion, let’s talk about your specific situation and make sure you’re approaching it strategically.

📲 Have questions about Roth conversions or RMDs? Give us a call at 267-209-0674—we’d be happy to help you explore your options.

Investment advisory services offered through Elevated Capital Advisors, LLC, an SEC Registered Investment Advisor.

Meet Gerry & Lauren — the father-daughter team behind GJO Financial 💚While we work in the financial industry, what we re...
09/29/2026

Meet Gerry & Lauren — the father-daughter team behind GJO Financial 💚

While we work in the financial industry, what we really care about is people.

Gerry brings more than 30 years of experience in finance, including serving as a CFO, teaching finance and accounting at the graduate level, and helping individuals and businesses make thoughtful financial decisions.

Lauren graduated first in her class and summa cm laude from Penn State’s Schreyer Honors College. She is a Retirement Income Certified Professional® (RICP®) and is currently studying for her CFP® certification, continuing to expand her knowledge so she can better serve the people who trust her with their financial futures.

But the best part of working together? We get to do it as a father-daughter team. 👨‍👧

We’ve built GJO Financial around something we believe strongly in: your financial plan should feel personal. We want to know your goals, your concerns, your family, and what you want your future to look like — not just the numbers on a statement.

Our clients become people we genuinely care about, and we’re honored to be part of some of the biggest financial decisions in their lives.

We’re here to help you feel confident about where you’re going — and enjoy the journey along the way. 💚



Investment advisory services offered through Elevated Capital Advisors, LLC, an SEC registered investment adviser.

09/26/2026

Your retirement deserves more than a number—it deserves a strategy.

Retirement planning is about more than choosing investments. It’s about looking at the full picture:

✓ Creating reliable retirement income
✓ Managing your investments
✓ Planning for taxes
✓ Preparing for healthcare costs
✓ Protecting your legacy

At GJO Financial, we help you connect the pieces and build a retirement strategy around the life you want to live.

📍 Doylestown, PA
📲 Ready to see where you stand? Schedule a complimentary retirement review with our team.

Investment advisory services offered through Elevated Capital Advisors, LLC, an SEC Registered Investment Adviser.

Retirement shouldn’t feel like a guessing game. It should feel like a plan.That’s why we use the GJO Financial Retiremen...
09/17/2026

Retirement shouldn’t feel like a guessing game. It should feel like a plan.

That’s why we use the GJO Financial Retirement Roadmap — our approach to helping you see the full picture of your financial life and, most importantly, understand the path forward.

From investments and income to taxes, healthcare, estate planning, and beneficiaries, we bring the moving pieces together to create a strategy designed around your retirement.

Listen. Organize. Plan. Implement.

Because you don't need another stack of statements or another unanswered question. You need to know where you are, where you want to go, and what steps can help get you there.

Your Tomorrow. Our Focus.



Investment Advisory Services offered through Elevated Capital Advisors, LLC., an SEC registered investment advisor.

📣 Join us for our Taxes & Retirement Workshop!Are you ready to make the most of your retirement and keep more of what yo...
09/16/2026

📣 Join us for our Taxes & Retirement Workshop!

Are you ready to make the most of your retirement and keep more of what you’ve worked hard to earn? Join GJO Financial on Thursday, September 24 at 6:30 PM at Delaware Valley University for an informative workshop covering practical strategies for taxes and retirement planning.

We’ll discuss:
💰 Tax-smart retirement strategies
🏡 Retirement income planning
📈 Investment planning and growth opportunities
📋 Practical steps to help you prepare for tomorrow

📍 Delaware Valley University
700 E. Butler Ave., Doylestown, PA 18901
🗓️ Thursday, September 24
⏰ 6:30 PM

All are welcome — save your spot today!

https://workshopsforretirement.com/workshop/?page_name=Delaware-Valley-University-Life-Sciences-Building-3a20ad0d-8ef2-469d-ae26-090ed1643af5

Investment advisory services offered through Elevated Capital Advisors, LLC, an SEC registered investment adviser.

We promise we won’t talk about finances during the game…too much. But while you’re watching the Birds, it’s worth thinki...
09/13/2026

We promise we won’t talk about finances during the game…too much.

But while you’re watching the Birds, it’s worth thinking about your own financial game plan. At GJO Financial, we believe a strong financial future takes more than just picking investments — it takes thoughtful planning, proactive tax strategies, and a plan for what’s ahead.

Plan smart. Invest wisely. Protect what you’ve built. 💰📈

Because when it comes to your finances, having a plan matters.

Investment advisory services offered by Elevated Capital Advisors, LLC., an SEC registered investment advisor.

Why work with GJO Financial?Because your financial life is about more than just investments.At GJO Financial, we take a ...
09/04/2026

Why work with GJO Financial?

Because your financial life is about more than just investments.

At GJO Financial, we take a comprehensive approach—looking at your investments, taxes, retirement, and estate plan together to help you make confident decisions today and build a plan for the future.

We believe good financial planning should be personal, proactive, and built around your goals—not a one-size-fits-all approach.

Whether you’re approaching retirement, looking for ways to be more tax-efficient, or simply want a second opinion on your financial plan, we’re here to help.

Smart financial decisions today. Peace of mind tomorrow.

📍 Doylestown, PA
📞 267-209-0674
🌐 gjofinancial.com

Investment advisory services offered by Elevated Capital Advisors, LLC., an SEC registered investment advisory firm.

📈 Mid-Year Check-In: Are You on Track for 2026?The halfway point of the year is the perfect time to review your financia...
06/18/2026

📈 Mid-Year Check-In: Are You on Track for 2026?

The halfway point of the year is the perfect time to review your financial plan and make adjustments before year-end opportunities pass you by.

A mid-year review can help you:

✅ Evaluate your investment strategy and portfolio performance

✅ Review your retirement income plan

✅ Identify tax-saving opportunities before year-end

✅ Ensure your financial goals are still aligned with your current priorities

Small adjustments today can create meaningful results tomorrow.

📅 If you haven't had your annual review yet, now is a great time to schedule a meeting and make sure you're positioned for a strong finish to the year.



Investment advisory services offered through Elevated Capital Advisors, LLC, a SEC Registered Investment Adviser.

Taxes and estate planning are two of the most important pieces of a well-rounded financial strategy—yet they're often ov...
06/05/2026

Taxes and estate planning are two of the most important pieces of a well-rounded financial strategy—yet they're often overlooked until it's too late.

Join us for a complimentary educational workshop where we'll discuss strategies to help reduce taxes, protect your legacy, and make informed decisions for your family's future.

📅 Tuesday, June 16
🕡 6:30 PM – 8:00 PM
📍 Gwynedd Mercy University

Whether you're retired, approaching retirement, or simply looking to strengthen your financial plan, this workshop will provide valuable insights you can put into action.

Reserve your seat today: https://www.yoursvp.com/NEMQAM

We look forward to seeing you there!

Investment Advisory Services offered through Elevated Capital Advisors, LLC., an SEC registered investment advisor.

Address

196 W Ashland Street
Doylestown, PA
18901

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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