Jacobsen Capital Management

Michael Brown is a CFP® and holds a Series 65 license with eight years of industry experience. He has been with Jacobsen Capital Management since 2016 and worked at Wise Company prior to that. Outside of his advisory role, he is a principal of MTN Capital Investments, a holding company in which he owns a majority stake. Jacobsen Capital Management provides discretionary investment management, financial planning, consulting, and retirement advisory services to individuals, high-net-worth families, trusts, and corporations. The firm manages approximately $563 million in assets across about 115 client relationships, using a combination of strategic and tactical asset allocation alongside long-term and value investing techniques.

Eric Jacobsen is a financial advisor at Jacobsen Capital Management in Salt Lake City, UT, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Jacobsen Capital Management since 2002 and previously worked at Goalen Financial Advisors from 2017 to 2019. Jacobsen Capital Management provides discretionary investment management, financial planning, consulting, and retirement advisory services to individuals, high-net-worth families, trusts, and corporations. The firm manages approximately $563 million in assets across 115 client relationships, employing a combined strategic and tactical asset allocation approach with value investing techniques and utilizes separately managed accounts for multi-generational family clients.