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 Jacobson & Schmitt Advisors – Your Financial Advocates

We are a fee-only wealth management firm for investors who want their money to help them fulfill their mission in life. Our goal is to optimize your wealth to create the most positive impact possible on you, your loved ones, and the causes you care about.

Advice for any stage of life

Financial Advice

Advice from the position of "if it were my money, I would"

Conscious Investing

Investing along side you in companies you can be proud to own

Retirement Planning

Retirement planning delivered from a position of responsibility, not a sales transaction

Tax Efficiency

Working closely with your accountant to manage present and future tax situations.

Net Worth Monitoring

Advice from your own "Family CFO"

Managing Emotions

Many personal factors influence decisions. We help balance those factors with "the numbers"

Legacy Planning

What can you do today to ensure that your goals are met in the future?

Advice for any stage of life

Financial Advice

Financial advice

Advice from the position of "if it were my money, I would"

Conscious Investing

Conscious Investing

Investing along side you in companies you can be proud to own

Retirement Planning

Retirement Planning

Retirement planning delivered from a position of responsibility, not a sales transaction

Tax Efficiency

Tax Efficiency

Working closely with your accountant to manage present and future tax situations.

Net worth Monitoring

Net Worth Monitoring

Advice from your own "Family CFO"

Managing Emotions

Managing Emotions

Many personal factors influence decisions. We help balance those factors with "the numbers"

Legacy Planning

Legacy Planning

What can you do today to ensure that your goals are met in the future?

What is Your Money Mission™?

Good investing starts with a purpose in mind. That purpose often involves you, your loved ones, and the causes you care about.

At JSA, we have a Money Mission Meeting™ with clients where we work together to put a plan in motion to get where you want to go. You’ve worked hard for your money. We’ll make sure your money now works hard for you!

Learn more about our Money Mission Process

Families, Small Businesses and Non-profits

Years since establishment

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Independent, Fee-Only Fiduciary

Your Financial Advocates

Meet Our Purpose-Driven Team

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