
DJ MAHLER
Growing up, I always had an interest in investing. In my freshman year of high school, I took a virtual stock market class, and I really enjoyed it. At that point in time, I decided I needed someone to educate me and guide me with investing and help me reach the financial goals I had. I walked into an Edward Jones office and the financial advisor spent the time to help me with my goals. After that experience, I knew I wanted to work for Edward Jones to give clients the same experience I had.
As your Raymond James branch team, we believe it’s important to invest our time to understand what you’re working toward before you invest your money. Working closely with you, your CPA, attorney and other professionals, I will help determine an appropriate financial strategy for you and your family. I use an established process to understand what matters most to you, develop and implement personalized strategies and partner together to help keep you on track. We strive to exceed our clients' expectations and want them to feel fully understood, informed, in control and confident about their most important financial goals.
I am a CERTIFIED FINANCIAL PLANNER® professional and I have also earned the Chartered Retirement Planning Counselor™ designation through the College for Financial Planning®. The CRPC™ designation provides specific education on retirement planning principles, estate considerations, retirement income streams, Social Security and health care considerations.
I have also earned the Accredited Asset Management Specialist™ designation.
I am a Ball State University grad, and I enjoy giving back to my community. I'm a volunteer firefighter/EMT and a board member for one of the local fire departments. Some of my passions including traveling, hiking and adventuring all of what life has to offer.
I look forward to getting to know you and understanding what's most important to you; let's talk over coffee or lunch.
You may reach me by calling the branch or emailing DJ.mahler@raymondjames.com.
Growing up, I always had an interest in investing. In my freshman year of high school, I took a virtual stock market class, and I really enjoyed it. At that point in time, I decided I needed someone to educate me and guide me with investing and help me reach the financial goals I had. I walked into an Edward Jones office and the financial advisor spent the time to help me with my goals. After that experience, I knew I wanted to work for Edward Jones to give clients the same experience I had.
As your Raymond James branch team, we believe it’s important to invest our time to understand what you’re working toward before you invest your money. Working closely with you, your CPA, attorney and other professionals, I will help determine an appropriate financial strategy for you and your family. I use an established process to understand what matters most to you, develop and implement personalized strategies and partner together to help keep you on track. We strive to exceed our clients' expectations and want them to feel fully understood, informed, in control and confident about their most important financial goals.
I am a CERTIFIED FINANCIAL PLANNER® professional and I have also earned the Chartered Retirement Planning Counselor™ designation through the College for Financial Planning®. The CRPC™ designation provides specific education on retirement planning principles, estate considerations, retirement income streams, Social Security and health care considerations.
I have also earned the Accredited Asset Management Specialist™ designation.
I am a Ball State University grad, and I enjoy giving back to my community. I'm a volunteer firefighter/EMT and a board member for one of the local fire departments. Some of my passions including traveling, hiking and adventuring all of what life has to offer.
I look forward to getting to know you and understanding what's most important to you; let's talk over coffee or lunch.
You may reach me by calling the branch or emailing DJ.mahler@raymondjames.com.
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As your Edward Jones branch team, we believe it’s important to invest our time to understand what you’re working toward before you invest your money. Working closely with you, your CPA, attorney and other professionals, I will help determine an appropriate financial strategy for you and your family. I use an established process to understand what matters most to you, develop and implement personalized strategies and partner together to help keep you on track. We strive to exceed our clients' expectations and want them to feel fully understood, informed, in control and confident about their most important financial goals.
I am a CERTIFIED FINANCIAL PLANNER® professional and I have also earned the Chartered Retirement Planning Counselor™ designation through the College for Financial Planning®. The CRPC™ designation provides specific education on retirement planning principles, estate considerations, retirement income streams, Social Security and health care considerations.
I have also earned the Accredited Asset Management Specialist™ designation. My senior branch office administrator, Christy, has earned the Financial Paraplanner Qualified Professional™ designation.
I became a limited partner with Edward Jones in January 2024.
I am a Ball State University grad, and I enjoy giving back to my community. I'm a volunteer firefighter/EMT and a board member for one of the local fire departments. Some of my passions including traveling, hiking and adventuring all of what life has to offer.
I look forward to getting to know you and understanding what's most important to you; let's talk over coffee or lunch.
You may reach me by calling the branch or emailing dj.mahler@edwardjones.com.
"}}, url_slug_2=dj-mahler, impersonate_user_url=https://exit-planning-institute.org/member-detail/dj-mahler?impersonation=true, user_profile_updates_pending_epi_team_review=false, full_name=DJ Mahler, hs_lastmodifieddate=1752115114986, phone=317-859-6115, company_name=Raymond James, hs_object_id=16136881832, name=DJ, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=46143, hs_updated_by_user_id=75982017, status=Published}- Advisor Type: Financial Advisor
- Website:
https://www.raymondjames.com/greenwood-branch - Phone: 317-859-6115
- City: Greenwood
- State: Indiana
- Postal Code: 46143
- Country: United States
- Designations: CFP®, CEPA®, AAMS™, CRPC™
- Markets Served:
- Company Name: Raymond James
DJ MAHLER

Issue One: The Annual Exit Magazine

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
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Top Questions To Ask Your Business Owner's Advisors

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

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2024 Webinar Series

2025 Webinar Series

5-4-3-2-1 Whitepaper

5-4-3-2-1 Whitepaper

A Look Inside The Unique World of - Value Creation Whitepaper

A Look Into Pressure Solutions Inc.: An Exit Planning Case Study

Access My Courses

Best-In-Class Whitepaper

Beyond CEPA Roadmap

Business Attractiveness Scorecard

Case Study: A Framework To Build Value In Your Business

Case Study: CEPA and CPAs

Case Study: CEPA and EOS

Case Study: CEPA and M&A

Case Study: How to Strategically Build Transferrable Value

Case Study: How To Utilize Your CEPA Credentials In A National Wealth Management Firm

Case Study: Human Capital, The Exit Planning Institute

Case Study: The Value of Transitioning a Business to its Employees

Case Study: The Value of Transitioning a Business to its Employees

Case Study: Value Acceleration

CEPA Development Scorecard

CEPA: 2024 APR | Online

CEPA: 2024 AUG | Online

CEPA: 2024 FEB | Online

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Chapter Logos

Decentralizing the Business Owner

Decentralizing the Business Owner

Email Marketing Templates

EPI Chapter President Circle Meeting Notes

Exit as a Business Strategy: A Collection of Case Studies from Advisors and Owners

First Steps

Five Stages of Value Maturity Infographic

Five Stages of Value Maturity Infographic

From Successful to Significant

From Successful to Significant Whitepaper

Infographic: Beyond CEPA Path

Infographic: Decentralizing the Business Owner

Infographic: Five Stages of Value Maturity

Infographic: The 5 D's

Infographic: Who Has a Seat at the Table

Issue One: The Annual Exit Magazine

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
.png)
Top Questions To Ask Your Business Owner's Advisors

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report
.png)
2024 Webinar Series
