A complete list of active advisors currently associated with JBY Financial Planning

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

JBY Financial Planning is a fee‑only, single‑advisor registered investment adviser that serves individual and high‑net‑worth clients. The firm offers investment management, both ongoing and project‑based financial planning, educational seminars and speaking engagements, and tax return preparation. The brochure describes a disciplined, client‑specific approach that builds investment policies and asset‑allocation targets using fundamental and technical analysis, modern portfolio theory, and a mix of passive and active vehicles. The filing also notes the firm recommends outside managers when appropriate, uses Charles Schwab for custody, and contains mixed language about trading authority—Item 4 refers to non‑discretionary trading while Item 16 and the assets disclosure report discretionary authority and $729,649 in discretionary AUM. Compared with many solo independent advisers, JBY explicitly provides paid public and organizational educational seminars (fees listed at $1,000–$5,000) and offers tax‑preparation services alongside planning and portfolio management. The firm’s regulatory brochure also discloses a $250,000 account minimum that may be waived and highlights that its adviser holds CFP® and tax‑planning credentials and an advanced degree in family financial planning.

To learn more about the advisors currently working at JBY 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.