A complete list of active advisors currently associated with JM Tax & Financial LLC

Warmer can help you find a great advisor at JM Tax & Financial LLC or one who fits your needs even better.

JM Tax & Financial LLC serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning (including a subscription-based comprehensive planning option), and written financial plans. The firm also offers tax preparation, bookkeeping, and payroll services through the same business and may refer advisory clients to those services, though clients are not required to use them. The firm’s investment approach emphasizes charting (technical) analysis and primarily active management, building diversified portfolios largely from mutual funds while offering passive ETF/index options when clients prefer them; account supervision explicitly incorporates clients’ objectives and tax considerations. JMTF also operates a wrap fee program that bundles trading and custody services into a single arrangement for participating clients. What distinguishes JMTF from many peers is the combination of advisory and accounting services under one roof and the adviser’s ongoing tax-practice involvement — the owner devotes approximately 15 hours per week to tax and payroll work. The firm’s small, single-advisor structure with a modest client base and integrated tax-advice capability may result in more direct, hands-on service but also concentrates key functions in one practitioner.

To learn more about the advisors currently working at JM Tax & Financial LLC, 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.