- Client Experience
- Why JFS
Why JFS
At JFS, we put you at the center of a personalized, integrated financial plan. With each change in your life, you face new opportunities and obstacles, which can move you closer to your goals or farther away.
One of the most important decisions you can make in your financial life is selecting financial professionals with the experience and structure to provide sound, actionable advice when you face tough decisions, life changes, and big moments. Our experienced financial advisors can help at any stage of your financial journey.
See why we think JFS is a step ahead when it comes to choosing the right financial advisor for you, your family, or your business.
The JFS Difference
For the most part, people want holistic wealth advice. They don’t want to go to a planner for their financial plan, a broker for their investments, a CPA for their tax planning, and internet Google searches for everything else. At JFS, that expertise is in-house; one office visit, phone call or Zoom meeting away. JFS prides itself on our ability to provide advice and implementation from your plan to your estate, from investments to taxes, and from company benefits to business exit.
We have assembled a team of wealth management professionals, including financial planners, tax advisors, investment managers, and retirement plan specialists, as part of this commitment to you.
The JFS Way
OUR MISSION
WHAT WE DO
WHAT MAKES US DIFFERENT
Expertise:
We employ in-house expertise in financial planning, investments, business growth and transitions, tax strategies and compliance, and business retirement plan services. We have 60+ certifications, designations and credentials across all of our employees.
Community:
Geographic focus and a deep understanding of the communities we serve. We’ve been helping individuals, families, and business owners & their employees for almost 40 years. We recognize the companies at which our clients work, we know and send our own kids to the schools and universities our clients’ children attend, and we frequent the local small businesses that enlist us to design their benefits programs.
Talent:
Our team approach means a bench of talent that ensures continuity and longevity in client relationships. You don’t work with one advisor; an entire team of professionals works on your financial plan, monitors investments, and maintains your accounts.
OUR TRUSTED PROFESSIONALS
A Wealth of Knowledge
What do we mean when we say in-house expertise? We mean substantial, advanced education, experience, and ethics for our team members, earning designations recognized by some of the leading organizations in finance.
22 CFP®s
CERTIFIED FINANCIAL PLANNER®
5 CIMA®s
Certified Investment Management Analyst®
1 CAIA
Chartered Alternative Investment Analyst
8 CPAs
Certified Public Accountant
2 CFA®s
Chartered Financial Analyst
4 CEPAs
Certified Exit Planning Advisor
3 AIF®s
Accredited Investment Fiduciary
Proud to be part of the communities we serve.
Making a positive impact on the lives of our clients, our teams, and those in the communities we serve. From providing college planning assistance for students at local schools to shred events, zoo visits, and giving back to organizations for those in need — our why starts with you.
