DR. Jeff Finance, LLC

Overview

DR. Jeff Finance, LLC is a small, equity-focused advisory firm operating as a limited liability company that combines portfolio management for individuals and small businesses with financial planning, insurance brokerage and client education. The firm runs discretionary mandates and favors exchange-traded equities and ETFs as the core building blocks of client portfolios. It identifies as an active ESG investor, incorporating environmental, social and governance criteria into its public-market selections and fund choices. Fee arrangements are flexible — a mix of percentage-of-AUM billing for managed accounts and hourly or fixed fees for planning work and workshops — which aligns with a client service model that blends ongoing portfolio oversight with project-based advice. DR. Jeff Finance, LLC supplements its public-market activity with allocations to third‑party real estate managers and mutual funds, indicating a modest use of alternatives alongside liquid equity exposure. The advisory work is complemented by insurance brokerage capabilities, which the firm can use to integrate insurance solutions into client plans.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices