A complete list of active advisors currently associated with The Jaffee Financial Group, Inc.

Warmer can help you find a great advisor at The Jaffee Financial Group, Inc. or one who fits your needs even better.

The Jaffee Financial Group, Inc. is a single-advisor registered investment adviser that primarily serves individual clients — including a number of higher-net-worth households — and also works with businesses, trusts, estates, charities and pension or profit‑sharing plans. The firm provides comprehensive financial planning and discretionary portfolio management along with investment analysis, retirement and education planning, and related insurance and tax‑oriented services; it manages roughly $14 million for about 30 clients. The firm’s investment approach emphasizes Modern Portfolio Theory, long-term purchase strategies and asset‑class diversification, employing stocks, bonds, mutual funds, ETFs and government securities to build portfolios. JFG tailors recommendations to each client’s financial situation and risk tolerance, monitors accounts continuously with formal annual reviews, and generally avoids frequent trading. Noteworthy features include the firm’s affiliation with an accounting (CPA) practice and the provision of insurance product sales through a licensed agent, creating a multi‑service offering that combines tax/accounting, insurance and investment advice. The firm also accepts pension and profit‑sharing plan clients and discloses prior regulatory actions related to filing and discretionary‑authority matters.

To learn more about the advisors currently working at The Jaffee Financial Group, Inc., 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.