Building and maintaining wealth
for our clients since 1988.

OUR APPROACH

OUR SERVICES

OUR PROMISE TO YOU

Putting clients first is important to us, so we go a step beyond most advisors by assuming a fiduciary duty. Here are three main ways that we make good on our obligation:

Transparency

We believe that informed clients make better decisions. Clients deserve to know exactly what they're paying for their investment services, and we make that easy with a simple, fee-only arrangement.

Transparency is also one reason we manage money in-house—so we can tell our clients what they own and why.

Expert Advice

Clients deserve the best advice that we can provide. That's why all of our principals have earned the CERTIFIED FINANCIAL PLANNER™ certification.

Beyond the CFP® certification, several members of the JPW team hold CPA licenses including graduate degrees in accounting and business.

Continuity

Life has more than enough change. Our clients know they will work with the same team for years to come and receive the same careful investment approach, individual attention, and high level of service.

THE JPW TEAM

Bobby Jamison, CPA, CFP®

Principal & Chief Executive Officer

Investment Experience: 46
With JPW: 37

Peyton Jamison, CFP®

Principal & President

Investment Experience: 20
With JPW: 18

Joey Spain, CPA, CFP®

Director of Tax and Financial Planning

Investment Experience: 22
With JPW: 22

Jack Miller

Wealth Advisor

New to the team!

Jill Connor

Operations Manager

Investment Experience: 9
With JPW: 8

MORE ABOUT OUR TEAM

We're aligned with our clients.

~ 330,000
U.S. financial advisors

29.2% have CERTIFIED FINANCIAL PLANNER™ certification

20.8% are independent
AND fee-only

• clients first
• expert
• transparent

Sources: U.S. Bureau of Labor Statistics; Certified Financial Planner Board of Standards, Inc; Investment Advisor Association

Your Unique Needs

Every client is unique. From investment objectives, tax considerations, and financial requirements to their long-term legacy and estate planning goals, each client's situation demands a personalized and attentive approach to planning and investing.

The best way to achieve each client's unique goals is by investing in-house, where we can completely control and customize their portfolio and their plan.

Our Value

We listen.
We invest in-house.
We think long-term.

LEARN MORE

Is it time you worked with a wealth advisor who puts you ﬁrst?

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