JH Advisors

JH Advisors provides investment management, financial planning, retirement‑plan consulting, and limited financial consulting to individuals (including high‑net‑worth and non‑HNW clients), qualified retirement plans, trusts, charitable organizations, and small businesses. The firm reports discretionary management of about $212 million in assets and serves a modest client base through two advisors.

The firm’s investment approach is evidence‑based and grounded in Modern Portfolio Theory, favoring diversified, low‑turnover, passive asset‑class mutual funds and ETFs with a buy‑and‑hold orientation while retaining individual equities in select cases for tax or personal reasons. JH Advisors also uses independent fixed‑income managers (for example, Focus Partners Advisor Solutions and DFA) and third‑party technology such as Pontera Solutions to implement discretionary, tax‑aware allocation and opportunistic rebalancing for held‑away accounts like 401(k)s and 529 plans.

Distinctively, JH Advisors is affiliated with an accounting firm, Jamison Hanson LLC, under the same holding company and includes licensed accountants among its personnel, with a firm principal devoting approximately 60% of their time to accounting firm activities; the advisory and accounting practices operate as separate businesses but may cross‑refer clients. The firm also occasionally offers public seminars and workshops on investing and retirement topics and uses tools such as the Flourish Cash aggregation service for cash management and reporting.