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Wealth Management, Investments, Solutions.

JFA will help you feel confident about your financial life. Whether just getting started, preparing for retirement, or well into the golden years, it all begins with a conversation. Schedule a free consultation now.

Who We Are

 JFA is a boutique advisory firm founded with the purpose of providing a client-advisor relationship that is responsive, attentive, and personal.

How We Help You

We aim to be your first call, and your primary resource for answers on all aspects of your financial world.

Become A Client

We seek clients that want to build a long-term relationship and are committed to a team approach in working toward their financial goals.

The difference that matters

Changing the trajectory of our clients' financial lives

Highly Personalized Service

Ours is a business of human interaction. We are passionate about deeply getting to know our clients and their priorities. This is the heart of our service. 

Fiduciary Standard

As fiduciary advisors, we act in your best interest and hold ourselves accountable to clients. We strive to be transparent and live up to the trust placed in us. 

Independent

Independent advisors are not tied to any particular funds or investment products, giving us the freedom to tailor our advice and solutions based on what’s best for you.

Our Services

It all begins with a conversation. Call us at 602-242-4000.

Wealth Management

Holistic wealth services and legacy planning to meet the complex needs of affluent households

Financial Planning

Looking at the entire financial picture to best prepare for retirement and other short- and long-term financial goals

Investment Management

Invest in our fully customized portfolios for managing risk tailored to each client's situation

Services available: Financial Advising, Investment Advice, Retirement Planning, Insurance and Risk, Estate and Succession*, Education Planning, Philanthropic & Charitable Giving, Tax Planning* and more...

Team Members

Meet Our Advisors

Request an appointment

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Common & Popular

Frequency Asked Questions

If you have questions you can contact us

or call us

(602) 242-4000