Delivering Financial Expertise to Individuals and Small Entities for Over 20 Years
Fed up with watching people being taken advantage of financially, he decided he needed a change from the broker way of business. He used his frustrations to create an opportunity – build a firm that would reinvent what it means to be a wealth manager.
In 2006 he and current Managing Partner and Chief Financial Officer, Jason Schmitt, formed Jacobson & Schmitt Advisors as a 100% fiduciary wealth management platform, dedicated to helping people optimize their money in a more meaningful way.
Jason Schmitt (left) and M Allen Jacobson (right)
We’re committed to changing the industry for the better and creating the most positive impact possible on the lives of our clients, our beloved communities, and even the planet.
Come see what it’s like to work with a mission-based firm that will help you envision and achieve a purpose-driven financial plan!