Holistic Financial Planning That
Provides Value Beyond Expectation
With decades of experience and a proactive, holistic approach, we empower clients to map out every facet of their financial journey to move forward with confidence.

Proactive Planning Built on Close Communication
We deliver proactive value to clients through consistent close communication. This core principle embodies our client-centric approach, delivering holistic, transparent financial strategies tailored to your desires, needs, and individual circumstances.

A Holistic Approach That Gives You Confidence About Your Future
Jones Financial Partners is an independent, fee-based financial planning firm that helps clients gain financial confidence about their future through a holistic planning approach. We focus on all aspects of your goals and financial situation and then create a tailored plan that helps you achieve your financial aspirations.
Schedule A Consultation
If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.
Financial Planning That Safeguards And
Builds Your Wealth
Our holistic services ensure we’re your only stop for all of your personal financial planning needs.
Financial Planning
We craft customized financial strategies rooted in your goals, safeguarding your wealth to be passed down as you envision.
Retirement Planning
Our advisors evaluate your assets and specific goals, creating and fine-tuning strategies to establish and sustain your desired retirement income.
Investment Management
We discover your priorities to enhance your portfolio, accelerate wealth building, and attain your envisioned lifestyle goals.
Estate Planning
We strive to understand your desires and to create a plan that alleviates the financial responsibilities of your loved ones while fulfilling your vision for your legacy.
Who We Serve
Enhance Your Financial Understanding With Our Resources
Invest in your financial education and empower yourself to make informed decisions about your finances using our carefully selected resources.

Insurance Needs Assessment: When You're Newly Married
