Purposeful Planning. Conscious Investing. Thoughtful Advice.

At JSA, our mission is to have a positive impact in our clients’ lives by helping them build their unique legacy through purposeful planning, conscious investing, and thoughtful advice on the myriad of life’s complicated financial decisions.

“At JSA, we’re striving to change the world of financial advice by treating every decision as if it was our own money we’re putting to work. This principle must drive our research and planning processes.”