JBY Financial Planning

Overview

JBY Financial Planning is a small, independent registered investment adviser focused on serving individual and family clients. The firm combines financial planning with discretionary portfolio management and the selection of outside advisers, positioning itself as a hands-on capital allocator rather than a pure execution shop. Its service mix includes ongoing planning, portfolio oversight for individuals and small businesses, and educational workshops. JBY reports being an active ESG investor, which suggests ESG criteria are integrated into manager and security selection rather than treated as a peripheral offering. The firm charges a blend of percentage-of-AUM and fixed fees, which suits clients seeking both ongoing wealth management and discrete planning engagements. Given the firm’s size and single-office footprint, advisory relationships are likely boutique and relationship-driven, with emphasis on customized plans and curated third-party manager relationships when access to specialized strategies is needed.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices