A complete list of active advisors currently associated with Jake Carris Financial Planning

Warmer can help you find a great advisor at Jake Carris Financial Planning or one who fits your needs even better.

Jake Carris Financial Planning provides investment management and financial planning to individuals and high‑net-worth households, as well as to businesses, pension and profit‑sharing plans, and charitable organizations. The firm delivers tailored investment advice and written financial plans while maintaining a non‑discretionary relationship in which clients approve transactions. JCFP structures client relationships around individualized investment policy statements and ongoing planning access, including a quarterly “Personal CFO” retainer for comprehensive plan monitoring and updates. The firm blends passive asset‑allocation with selective active techniques — using fundamental, technical and cyclical analysis — and, where appropriate, employs options strategies and leveraged closed‑end funds for specific client objectives. Compared with many independent solo advisors, JCFP’s business is distinguished by a predominance of non‑discretionary assets and by serving institutional‑type clients (ERISA plans and charities) while acting as a limited‑scope ERISA 3(21) advisor and providing pension consulting. The firm also conducts participant education and group enrollment meetings, linking its retirement‑plan advisory work with educational and fiduciary support that is less common among peers.

To learn more about the advisors currently working at Jake Carris Financial Planning, 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.