General Info

We are an independent financial services firm. Fujiyama means Mount Fuji. We will help guide you in scaling the mountain of obstacles towards your financial goals. We realize that no two clients’ financial situations are the same. We completely understand each client’s strengths, weaknesses, opportunities, and risks more than anyone outside of their family, and we use that understanding to tailor each client’s approach to their financial lives. If you are looking for a large practice with more standardized services, you are not for us. Once someone becomes our client, we will care for them with undivided attention and dedication. Therefore, we do not encourage just anyone to join our family, especially if they tend to change their investment advisor every few years or are looking to us for short-term outperformance of the markets. Building a life-long trusting relationship and taking care of our clients is the only interest we have. Our goal is not to become famous or big. We would like to be the best in what we do for the benefit of our clients. Except our clients who came to us divorced at the beginning of our relationship, all of our clients so far have remained married for the past 15 years of our service. We help bridge communication between husbands and wives to help maintain financial and marital harmony on the paths towards their future financial dreams and goals. Our typical clients have an annual household income of $400K to $1.5MM and investable assets of $1MM to $10MM in stocks, bonds, mutual funds, and real estate investments. From our experience working with younger clients to accumulate wealth, we are delighted to meet prospective clients who haven’t accumulated the wealth but are serious about doing so. Registered Representative, Cambridge Investment Research, Inc. Registered Representative, Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA/SIPC Cambridge Investment Research Advisors, Inc. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC, to residents of: CA; DC; FL; GA; KY; MA; MD; MS; NC; NY; PA; SC; TX; VA Fujiyama Advisors and Cambridge are not affiliated