Who We Serve

Specializing in Managing Investments for Individuals, Small Entities, and Advisors

Individuals and families, small businesses, charitable organizations, and advisors need the same smart investment advice that large entities enjoy. Yet, finding firms with the right mix of passion, investment expertise, and a client-focused approach can be challenging. JSA fits this niche perfectly. That’s why for over 20 years, individuals and small entities have turned to us to help guide their financial planning and investment management.

Our team is available to discuss your financial planning and investment portfolio through in-person conversations, phone calls or web conferencing – whichever works best for you.

Individuals & Families

Providing sound financial advice so you can retire comfortably, plan for major life events, and spend wisely in retirement.

Small Businesses

Helping you provide your employees with valuable planning options so they can enjoy a successful retirement.

Non Profits

Helping Nonprofits Allocate Their Investments to Match Their Goals.


Offering Sub-Advisor Relationships to Investment Professionals