How We Help
- Cash Flow/Budgeting
- Buying a First Home
- Saving for Retirement
- Debt Repayment
- Starting a business
- Managing Stock Compensation
- Generating Passive Income
- Social Security Planning
- Retirement Income Strategies
- Charitable Giving
— Professional Planning
Financial Planning for Everyday Investors
At JFJ Advisory Services, we believe your money should be the engine for your life. Your financial plan shouldn’t just exist in a PDF, it should live in the way you spend your time.
We provide technical expertise and continuous monitoring to turn “what if” into “what’s next.” Our mission is to ensure your finances are always perfectly aligned with your goals.
Start making your money work smarter (and harder) for you to take control of your time. Let’s design a plan that let’s you truly live life.
— Personal Expertise
Professional, Tailored Solutions
We offer investment management services alongside financial planning. We tailor your portfolio to your specific needs. We use a variety of investment strategies to create a portfolio that is diversified and designed to meet your financial goals.
Through our initial onboarding process we learn about you goals, time horizon and risk tolerance. All of these factors go into crafting your investment portfolio.
— Fee-Only Fiduciary
We’re in the Business of Relationships, Not Transactions
As an independently owned, fee-only, fiduciary everything we do is with the clients’ best interest in mind. We never sell commission products. Which means we only get paid by our clients. We aren’t incentivized to push certain products.
Schedule a complimentary initial Consultation
When you schedule a free consultation with us, you begin the process of building your future. We take the time to understand your unique situation, goals, and concerns, and develop a customized plan for you.
Click below to schedule your free consultation and start building your vision of the future today.
President & Founder
Jonathan Ford Jr.
President, Chief Compliance Officer and Investment Advisor Representative
With a background in mathematics and education, working both in a classroom setting and as a private tutor, I always knew two things about myself; I had a strong number sense and a strong desire to help others. I founded JFJ Advisory Services as a continuation of my mission to help people.
Working in education I discovered a new appreciation for my previous teachers, having dedicated themselves to sharing their gifts with the world. I also learned to appreciate everyone’s unique strengths and weaknesses. While I excelled in mathematics, I also struggled with literature and the arts. Many of my students could write or draw beautifully but had trouble with division.
Today I want to share my strengths to help others achieve their long term visions. Whether that be comfortable retirement or paying for a child’s education expenses.