JFA will help you feel confident about your financial life. Whether just getting started, preparing for retirement, or well into the golden years, it all begins with a conversation. Schedule a free consultation now. Ours is a business of human interaction. We are passionate about deeply getting to know our clients and their priorities. This is the heart of our service. As fiduciary advisors, we act in your best interest and hold ourselves accountable to clients. We strive to be transparent and live up to the trust placed in us.
JFA is a boutique advisory firm founded with the purpose of providing a client-advisor relationship that is responsive, attentive, and personal. We aim to be your first call, and your primary resource for answers on all aspects of your financial world. We seek clients that want to build a long-term relationship and are committed to a team approach in working toward their financial goals.
Looking at the entire financial picture to best prepare for retirement and other short- and long-term financial goals. Let our experienced advisors help you navigate the complexities of investing, retirement planning, and wealth management. Take the first step by filling out our form to schedule a consultation today.
We look forward to working with you to achieve your financial goals. Working with Phil or Marcus can give you confidence that you have an adviser who cares about you, your family, and protecting your wealth. Phil's 35 years of industry experience have given him a proven lens on financial affairs. Marcus has a fresh perspective while maintaining the discipline that has helped our clients for decades.
Investments - Independent advisors typically charge a fee based on a percentage of assets managed. This fee structure is simple, transparent, and easy to understand. It also gives your advisor an incentive to help grow your assets. When you succeed, your advisor succeeds. Fees are based on the assets and complexity involved. This includes all meetings, phone-calls, and access to Phil and Marcus and staff as often as needed.
