Exit Planning Institute - Find a CEPA

DJ Mahler’s passion for investing began early in life. As a freshman in high school, he enrolled in a virtual stock market class that sparked a deep interest in financial planning. Seeking guidance to achieve his own financial goals, DJ met with a financial advisor who took the time to understand his aspirations and provide personalized advice. That experience inspired him to pursue a career in financial services, with a commitment to delivering the same level of care and expertise to his clients.

As a dedicated financial advisor, DJ prioritizes understanding each client’s unique goals before developing investment strategies. He collaborates closely with clients and their trusted professionals—including CPAs, attorneys, and other advisors—to craft comprehensive financial plans tailored to individual needs. Through a disciplined and proven process, DJ helps clients clarify what matters most, implement customized strategies, and stay on track toward achieving their long-term objectives.

DJ holds several industry-recognized credentials, including the Certified Financial Planner® (CFP®) designation, demonstrating his commitment to the highest standards of financial planning.

As a Certified Exit Planning Advisor™ (CEPA), DJ is trained to guide business owners through the complexities of succession and transition planning. The designation, awarded by the Exit Planning Institute, emphasizes strategic planning, business value enhancement, and risk mitigation. By leveraging the Value Acceleration Methodology™, DJ helps owners prepare for successful exits that maximize company value and minimize disruption.

He also earned the Chartered Retirement Planning Counselor™ (CRPC™) designation from the College for Financial Planning®, providing him with specialized expertise in retirement income planning, estate strategies, Social Security optimization, and healthcare considerations.

Additionally, DJ holds the Accredited Asset Management Specialist™ (AAMS®) designation, which enhances his ability to deliver personalized investment solutions and comprehensive wealth management strategies.

A graduate of Ball State University, DJ is deeply committed to serving his community. He volunteers as a firefighter and EMT and serves on the board of a local fire department. Outside of work, he enjoys traveling, hiking, and embracing life’s adventures.

DJ resides in Johnson county with his beautiful bride, Tori, and their two cats. He welcomes the opportunity to connect with clients over coffee or lunch to learn more about their financial goals and how he can help them achieve lasting success.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, Certified Financial Planner^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

CRPC™ and Chartered Retirement Planning Counselor™ are registered service marks of the College for Financial Planning.

AAMS^® and Accredited Asset Management Specialist^® are registered service marks of the College for Financial Planning.

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DJ holds several industry-recognized credentials, including the Certified Financial Planner® (CFP®) designation, demonstrating his commitment to the highest standards of financial planning.

CRPC™ and Chartered Retirement Planning Counselor™ are registered service marks of the College for Financial Planning.

AAMS^® and Accredited Asset Management Specialist^® are registered service marks of the College for Financial Planning.

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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 a financial advisor's office and he spent the time to help me with my goals. After that experience, I knew I wanted to work in this industry 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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DJ MAHLER

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