Who We Are

JBL Wealth Strategies is a fee-only financial planning and investment management firm providing objective and prudent advice to individuals, families, and small businesses.  Because we are not paid commissions and do not sell insurance products, our planning process is tailored to each client’s situation and financial goals.  We are dedicated to providing advice and recommendations in the client’s best interests only.

Whether the client is in the wealth accumulation, wealth preservation or retirement phase, JBL Wealth Strategies can help bring focus and discipline to the client’s long-term strategy while maintaining an outlook on retirement goals.  We believe the word “wealth” can mean different things to different clients depending on their goals and lifestyle.  JBL Wealth Strategies is committed to helping each client envision their unique path of financial success.

We hold ourselves to a higher fiduciary standard when providing financial planning and investment advice to our clients.  Not every firm is held to this standard and JBL Wealth Strategies finds this important to understand why this matters for the client’s behalf.  The client’s needs should always take precedence while maintaining a prudent structure for the long-term to attain their financial goals.  We are passionate about our work and services in order to see our clients reach their financial success.

To learn more about JBL Wealth Strategies, please go to Documents and review the most recent Form ADV Part 2A and 2B.