717 Wall Street,
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.
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.
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.
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.
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 provide clients with a holistic, planning-first approach that builds and preserves their wealth to give them confidence about their future.
We provide tailored and holistic financial services to professionals, business owners, individuals and families.
Do you want an elite financial planner who will navigate the financial terrain every step of the way?