About Us
The heart of PJ Advisor Group
Maintaining Independence
Our firm was originally formed as Legacy Financial Group, based in Tucson, AZ. After several years, founder Steve Przewlocki partnered with Steve James and the practice moved to Cambridge Investment Research. A second location was opened in Tempe, AZ and fast forward a few more years, the Steves changed name of their private practice to Przewlocki James, while growing an Enterprise (OSJ) under the current name of PJ Advisor Group.
Embracing the Cambridge culture of independence, and assembling an experienced management team, has allowed us to grow to a like-minded group of 75 Advisors who collectively manage over $3 billion in assets.
Sadly, Steve Przewlocki passed in 2019 leaving behind a legacy of excellence. He is survived by his wife Susan, two children, Amelia and Kristen, and five grandchildren.
Steve James continues to serve as our Managing Partner while running his own successful practice. Click here to learn more about Steve and our leadership team.
Our Core Values
Commitment
Kindness
Flexibility
Integrity
Loyalty
Our Financial Professionals
Our financial professionals are located throughout the United States, each bringing their own unique approach to their work. While some advisors, like our founder Steve, specialize in serving educators and university staff, others focus primarily on financial planning. Regardless of your specific needs, we have advisors with expertise that aligns with your situation.
Networking Opportunities
PJ Advisor Group is a close-knit network of advisors who connect through frequent in-person meetings and national Cambridge events. We host a diverse range of conferences, events, and workshops across the country, offering valuable networking and collaboration opportunities. Below are photos from past events, highlighting the strong relationships and interactions among our advisors.
