Dedicated to Your Lifelong Financial Success
We always put your interests first and are here to help you navigate your finacial journey.
Comprehensive Financial Planning
We offer comprehensive financial planning that includes asset management, asset protection, estate planning, and legacy management. As registered investment advisors, we work closely with your legal and financial professionals to ensure a cohesive strategy that aligns with your long-term goals.
Experience Matters
With over 30 years of industry experience, we provide objective, evidence-based financial advice tailored to your unique situation. Our ongoing commitment to learning and adapting ensures that we offer the best strategies to help you make informed decisions.
Income & Estate Tax Planning
We specialize in charitable tax planning strategies, such as charitable remainder trusts, that help you avoid capital gains taxes and increase your lifetime income. Our approach integrates philanthropy into your financial plan, creating both tax efficiency and lasting impact.
Welcome to John Schooler Jones, LLC
At John Schooler Jones LLC, we pride ourselves on being trusted registered investment advisors, committed to empowering you with personalized strategies tailored to your unique aspirations. Our approach is centered around understanding your individual financial goals, whether you’re planning for retirement, wealth accumulation, or navigating complex financial decisions.
We recognize that each client has a distinct set of circumstances, which is why we take the time to listen and customize our services to fit your needs. Our team offers a wealth of expertise and experience, ensuring that you receive comprehensive guidance throughout your financial journey. By building a partnership based on trust and transparency, we aim to create a lasting relationship that supports your financial success.
Our commitment to continuous education and professional development means that we stay updated on the latest financial strategies and market trends, enabling us to provide you with the best possible advice. From investment management to estate planning, we cover every aspect of your financial life to help you make informed decisions. For more information on investment education, visit the SEC Investor Education website.
“Investing is not just about making money; it’s about aligning your investments with your values and making a positive impact on the world.”
Anonymous
Ready to take your financial success seriously?
Whether you’re a family-owned business or responsible for family wealth, we can help you navigate your financial journey. By working collaboratively, we can help you achieve your financial goals while ensuring that your strategies are aligned with your values and vision for the future.