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Hermitage, PA Office

Team
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JFS Wealth Advisors, LLC logo

JFS Wealth Advisors, LLC

Multi-team

Firm-wide stats for JFS Wealth Advisors, LLC

Total advisors

33

Across 7 offices

Clients per advisor

67 High

Avg AUM per client

$1,708,086 High

HNW client ratio

40% High

About

JFS Wealth Advisors is a multi-team registered investment adviser that provides wealth management, investment advisory, and financial planning to individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. Its service set includes continuous investment management under the firm’s Lifetime Planning Continuum® (financial goal planning plus portfolio management), an IAS allocation platform, business retirement plan fiduciary services, tax return preparation, and certain accounting-related services such as bookkeeping.

Investment decisions are shaped by a written Financial Goal Plan developed with each client and an internal Investment Committee that meets regularly and uses Modern Portfolio Theory to set allocations; JFS manages accounts on either a discretionary or non‑discretionary basis and typically implements portfolios using mutual funds (including Dimensional Fund Advisors funds), ETFs, and cash-position management. The firm also offers access to private investment funds and limited private investments, and provides ERISA 3(38) and 3(21) plan services for retirement plan sponsors.

Noteworthy aspects that differentiate JFS from many peers include its corporate affiliation with Focus Financial Partners (with indirect ownership links to private equity investors), a business arrangement that allows certain clients to invest in private vehicles managed by an affiliated manager (SCS Capital Management), and an affiliated insurance agency (JFS Risk Management) that offers commission‑based insurance products. The firm also facilitates cash‑management and credit solutions through intermediaries (UPTIQ/Flourish), maintains promoter/solicitor relationships with accounting firms, and accepts municipal government clients—features that are less common among multi‑team advisors.

Based on JFS Wealth Advisors, LLC

Expertise

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Based on JFS Wealth Advisors, LLC

Occupation focus

Founder/Business Owner Retired

Based on JFS Wealth Advisors, LLC

Location

1479 N. Hermitage Rd.

Hermitage PA 16148

Advisors at this office

12

Advisors at this office

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Ryan T

CFA®

Hermitage, PA

JFS Wealth Advisors, LLC

Ryan Tiesi is a CFA® charterholder with six years of industry experience. He has worked at JFS Wealth Advisors, LLC since 2019 and previously spent nine years at Ernst and Young. Outside of his advisory role, he serves on the advisory board of Tecum Capital Partners, a multi-strategy investment firm. JFS Wealth Advisors is a multi-team registered investment adviser providing wealth management, investment advisory, and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and municipal government entities. The firm develops client-specific Financial Goal Plans and uses an internal Investment Committee guided by Modern Portfolio Theory to manage portfolios through mutual funds, ETFs, and private investment options.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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Tiffany D

CFP®

Hermitage, PA

JFS Wealth Advisors, LLC

Tiffany Danso is a CFP® professional with four years of industry experience, currently serving as a financial advisor at JFS Wealth Advisors, LLC. She has been with JFS Wealth Advisors since 2016 in various capacities. JFS Wealth Advisors is a multi-team registered investment adviser that offers wealth management, investment advisory, and financial planning services to individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm uses a written Financial Goal Plan for each client, employs Modern Portfolio Theory in setting allocations, and provides access to private investment funds as well as ERISA plan services.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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Louis C

CFP®

Hermitage, PA

JFS Wealth Advisors, LLC

Louis Colella is a CFP® professional with 11 years of experience, currently serving at JFS Wealth Advisors, LLC. He has been with JFS Wealth Advisors since 2016 in various capacities. JFS Wealth Advisors is a multi-team registered investment adviser that delivers wealth management, financial planning, and investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and municipal governments. The firm employs a Financial Goal Plan process and an internal Investment Committee that applies Modern Portfolio Theory to portfolio allocations, offering both discretionary and non-discretionary management across mutual funds, ETFs, and private investment vehicles.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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Joseph M

CFP®

Hermitage, PA

JFS Wealth Advisors, LLC

Joseph Millard is a CFP® professional with several years of experience at JFS Wealth Advisors, LLC. Prior to joining the firm, he worked at Kohl's and held positions at Youngstown State University and John F. Kennedy Catholic High School. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and municipal government entities. The firm combines financial goal planning with investment management through its Lifetime Planning Continuum® and employs an investment approach guided by Modern Portfolio Theory.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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Aaron D

CFP®

Hermitage, PA

JFS Wealth Advisors, LLC

Aaron Dayton is a CFP® professional with 14 years of experience in financial advising, currently with JFS Wealth Advisors, LLC. He has been with JFS Wealth Advisors since 2012. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and municipal government entities. The firm uses a written Financial Goal Plan and a regular Investment Committee process incorporating Modern Portfolio Theory to guide investment decisions and offers a range of services including continuous investment management, fiduciary retirement plan services, tax preparation, and access to private investment funds.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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Amanda M

CFP®, Series 65

Hermitage, PA

JFS Wealth Advisors, LLC

Amanda Marcello is a Certified Financial Planner (CFP®) with 19 years of industry experience. She has been with JFS Wealth Advisors, LLC since 2010. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm’s investment approach combines a written Financial Goal Plan with oversight from an internal Investment Committee that employs Modern Portfolio Theory to guide portfolio allocations.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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Robert J

CFP®, PFS™, Series 63

Hermitage, PA

JFS Wealth Advisors, LLC

Robert Jazwinski is a CFP® and PFS™ credentialed financial advisor with 28 years of industry experience. He has worked with JFS Wealth Advisors, LLC since 2007. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and municipal government entities. The firm follows a Financial Goal Plan framework and uses Modern Portfolio Theory to guide investment decisions, offering a range of services including continuous investment management, retirement plan fiduciary services, tax preparation, and access to private investment opportunities.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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Gary D

CFP®, PFS™

Hermitage, PA

JFS Wealth Advisors, LLC

Gary Dalessandro is a CFP® and PFS™ credentialed advisor with 23 years of experience. He has been with JFS Wealth Advisors, LLC since 2010. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm offers comprehensive wealth management and financial planning services, utilizing a written Financial Goal Plan and an internal Investment Committee that applies Modern Portfolio Theory to portfolio allocations.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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Austin S

CFP®

Hermitage, PA

JFS Wealth Advisors, LLC

Austin Sambuco is a CFP® professional with four years of industry experience, currently serving at JFS Wealth Advisors, LLC. His career includes roles at Mass Mutual and Sherwin Williams, as well as work during his university years. JFS Wealth Advisors is a multi-team registered investment adviser providing wealth management, financial planning, and investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and municipal governments. The firm uses a disciplined approach combining client-specific Financial Goal Plans and an internal Investment Committee, employing Modern Portfolio Theory to guide investment allocations.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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Constance A

CFP®, Series 65

Hermitage, PA

JFS Wealth Advisors, LLC

Constance Amstutz is a CFP® and holds a Series 65 license with six years of industry experience. She has worked at JFS Wealth Advisors, LLC since 2017 and previously at FEIC Financial, Inc. from 2015 to 2017. JFS Wealth Advisors is a multi-team registered investment adviser that offers wealth management, financial planning, and investment advisory services to individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm uses a written Financial Goal Plan and an internal Investment Committee employing Modern Portfolio Theory to guide investment decisions, managing portfolios with mutual funds, ETFs, and private investment options.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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Ashley C

CFP®

Hermitage, PA

JFS Wealth Advisors, LLC

Ashley Cline is a CFP® professional with two years of industry experience. She is currently with JFS Wealth Advisors, LLC and previously worked at HDA Wealth Management. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm employs a Financial Goal Plan process supported by an internal Investment Committee and uses Modern Portfolio Theory to guide portfolio allocations.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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Casie M

CFP®

Hermitage, PA

JFS Wealth Advisors, LLC

Casie Merchant is a CFP® professional with two years of industry experience, currently with JFS Wealth Advisors, LLC in Hermitage, PA. Her prior work includes roles at FNB Corporation, The Buhl Club, and academic positions at Youngstown State University and Kent State University. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm uses a written Financial Goal Plan and an internal Investment Committee applying Modern Portfolio Theory to guide investment decisions, managing portfolios with mutual funds, ETFs, and private investments while offering fiduciary retirement plan services and tax-related accounting support.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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