GIVE YOUR MONEY A MISSION™
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
Conscious Investing
Retirement Planning
Tax Efficiency
Net Worth Monitoring
Managing Emotions
Legacy Planning
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!
Families, Small Businesses and Non-profits
Years since establishment
%
Independent, Fee-Only Fiduciary
JSA BLOG
Financial Life Series
Welcome to the Financial Life Series! These articles are meant to help...
Do U.S. Politics Affect My Portfolio?
The most common question we hear from clients these days is some version...
Value of Active Investment Management Part 3: Striving for superior ACTIVE returns
If you’ve made it through our first two posts on this topic, you’ve...
Value of Active Investment Management Part 2: Why hasn’t active management worked for [individual investors]?
“The mutual fund industry is not an investment management industry. It’s...