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Our Approach

A Holistic Planning-First Approach Built on Proactive Communication

Your priorities are our priorities. The first step in our integrated approach involves a comprehensive discovery meeting where we will explore what’s important to you. This enables us to integrate and align your values with your personalized, tax-efficient financial plan.

Placing your Goals and Needs <em><strong>at The Forefront</strong></em>

Placing your Goals and Needs at The Forefront

 If you’re like many of our clients, you probably don’t think in terms of financial goals. You think in terms of life goals — how and where you want to be able to spend your time. Money is just the tool.
With our holistic approach, we will help you transform those aspirations into specific, organized financial goals and objectives, with a plan to help you pursue them based on your time horizon and risk tolerance.

Preparing Your <em><strong>Financial Journey</strong></em> Together

Preparing Your Financial Journey Together

What do you imagine it takes to develop a customized wealth management plan? Thousands of dollars and hours upon hours in a stuffy office discussing diversified portfolios? Thankfully, at Jones Financial Partners that’s not the case. It’s simple, really.
We will help you assess where you are today and pinpoint where you want to be in the future. Then, we’ll develop a proactive, comprehensive financial plan that connects the two.

Walking With You in Lockstep, Every Step of The Journey

We're here to support you throughout life's journey. Our advisors will work with you to discover tailored and impactful financial solutions that align with both your present and future objectives.

Starting Out

Starting Out

Building Wealth

Building Wealth

Nearing Retirement

Nearing Retirement

Living in Retirement

Living in Retirement

Technology for <em><strong>Lasting Success</strong></em>

Technology for Lasting Success

At Jones Financial Partners, we employ advanced planning tools such as AdviceWorks and NetXInvestor to help you visualize your financial objectives and construct a holistic plan to achieve them.
With these state-of-the-art resources, you can trust that our team is dedicated to harnessing cutting-edge technology to deliver top-notch financial planning services.

We Customize & Adapt


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About Us

We provide clients with a holistic, planning-first approach that builds and preserves their wealth to give them confidence about their future.

About Us

Who We Work With

We provide tailored and holistic financial services to professionals, business owners, individuals and families.

Who We Serve

Contact Us

Do you want an elite financial planner who will navigate the financial terrain every step of the way?

Contact Us Today