JBY Financial Planning

Overview

JBY Financial Planning is an independent, single-owner registered investment adviser organized as a limited liability company that focuses on individuals and families. The firm combines traditional financial planning with portfolio management for individuals and small businesses, offers selection of other advisers, and runs educational seminars and workshops. It bills clients through a mix of percentage-of-AUM fees and fixed fees and identifies itself as a capital allocator that will use outside managers when appropriate. The firm reports being an active ESG investor, indicating environmental, social, and governance factors are a part of its investment selection or screening process. JBY Financial Planning is not registered as a multi-state adviser and does not act as a pension consultant or related adviser.

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Location & Offices