A complete list of active advisors currently associated with Jacobsen Capital Management

Warmer can help you find a great advisor at Jacobsen Capital Management or one who fits your needs even better.

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 reports roughly $563 million in regulatory assets under management across about 115 client relationships and serves multi‑generational family accounts using separately managed accounts under custodial arrangements. The firm’s investment approach combines strategic and tactical asset allocation with long‑term and value investing techniques, and it may incorporate alternatives and cash‑heavy positions depending on market outlook. Jacobsen Capital also employs quantitative optimization tools, selects and monitors third‑party SMA managers, and offers legacy position management and householding to align portfolios with client objectives. Jacobsen Capital’s marketing and communications are distinctive for a firm of its type: its materials incorporate client endorsements and testimonials and highlight third‑party ratings, practices that are uncommon among comparable team firms. Operationally, the firm integrates institutional custody and reporting relationships with third‑party technology (Advyzon) and the use of external SMA managers, which can affect how clients receive consolidated reporting and manager oversight.

To learn more about the advisors currently working at Jacobsen Capital Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.