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Wealth Without Worry

Welcome to JWA Financial Group, Inc. We are an independent financial advisory firm specializing in direct-pay, fee only financial planning and portfolio management.

Using a team approach, we help individuals plan for the future by focusing on the financial planning process. We incorporate Modern Portfolio Theory into the development of each client's investment game plan and help them make sound financial decisions by maintaining a prudent, long-term perspective and adhering to a written Investment Policy Statement.

 

As an independent Registered Investment Advisor, we consider it our duty to act in a fiduciary manner, placing client interests first and foremost.

Read more about our investment philosophy.

“A mind once stretched by a new idea never returns to its old dimensions.” 

- Oliver Wendell Holmes

 

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Click here to read excerpts from Wealth Without Worry

©2007 JWA Financial Group, Inc. All rights reserved