Financial Planning

When planning for your financial future, age, income, and assets are only parts of the equation. Maximize your employee benefits, save for your child’s college education, and determine if you’re on track for goals like buying a house, funding a vacation, or starting that dream business.

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Goal-Based Advice

Financial Planning Advisors and Planners

Ryan C. Barrett, CFP®

Ryan C. Barrett, CFP® is a Partner, Wealth Advisor for JFS Wealth Advisors, based out of our Doylestown office.

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Barbara Glover, CFP®, CCFC

Barbara J. Glover, CFP®, CCFC, is a Wealth Advisor for JFS Wealth Advisors, based out of the Doylestown office.

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Thomas D. Wilson, CFP®

Thomas D. Wilson is Partner, Wealth Advisor at JFS Wealth Advisors, based out of the Pittsburgh office.

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Sarah J. Amey, CFP®, CIMA®, CPWA®

Sarah J. Amey, CFP®, CIMA®, is Partner, Wealth Advisor at JFS Wealth Advisors, based out of the Pittsburgh office.

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Robert C. Jazwinski, Founder, Co-Chief-Executive Officer at JFS Wealth Advisors

Robert C. Jazwinski, CPA/PFS, CFP®

Robert C. Jazwinski, CPA/PFS, CFP® is Founder, Co-Chief Executive Officer, Partner, and Wealth Advisor at JFS Wealth Advisors, based out of multiple offices across the firm.

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