Who We Are
Our Story
At our investment firm, we take enormous pride in providing specialized, focused services in the complex field of family business ownership and succession planning. For over 20 years, we have worked closely with family-owned businesses, delivering fee-based investment advice and asset management services.
Our approach to financial planning goes beyond traditional investment management. We focus on a wide range of services that support your financial well-being, including goal identification, education funding, cash flow management, retirement planning, tax efficiency, and estate planning. By aligning all aspects of your financial life with your personal goals, we ensure that you stay on track to achieve long-term success.
We understand that each client’s financial journey is unique, which is why we take the time to listen and tailor our strategies to your specific situation. Whether you’re planning for retirement, managing assets, or creating a legacy, our team is here to guide you through every step, offering clarity and support along the way. Our expertise in organizing financial affairs ensures that all components of your plan work together seamlessly, empowering you to make informed decisions and move confidently toward your financial goals.
Expert Partnerships
We collaborate with other professionals across various fields to provide comprehensive solutions that preserve legacies and foster growth for future generations.
Client-Focused Solutions
Our client-first approach means we take the time to understand not only your business but also the personal values that drive it, allowing us to craft strategies that protect your family’s vision for the future.
Proven Integrity
Integrity is at the heart of everything we do. We are committed to maintaining transparency and trust in all our client relationships, ensuring that our advice is always in your best interest, no matter how complex the challenges ahead.
John Schooler Jones
Founder, RIA
John Schooler Jones is a seasoned business advisor with over 20 years of experience specializing in ownership and succession planning for privately held, family-owned businesses. Based in Sonoma County, John has dedicated his career to guiding clients through the complexities of succession planning, ensuring a smooth transition and continued success for future generations.
Before establishing his investment firm, John gained invaluable experience in the Corporate Banking Divisions of Wells Fargo Bank and Westamerica Bank, where he provided tailored business banking services to closely held businesses and their owners. His deep understanding of financial dynamics and personalized approach has earned him a reputation as a trusted advisor in the community.
John is also a Registered Investment Advisor, offering comprehensive financial planning and investment strategies to help clients achieve their financial goals. He holds a liberal arts degree in Economics from the University of San Francisco, with minors in accounting and finance, equipping him with a robust foundation to address diverse financial needs.
John and his wife, Anne, have proudly called Sonoma County home for over 40 years, contributing to and growing with the community they serve.
