Enough
isn’t enough.

Money has its value, but there is no amount that
can provide for what really matters.

Talking Taxes – What To Discuss With Your CPA in the Next 90 Days

We recently sat down with Mark Spencer, CPA, for a webinar about year-end tax planning, ways to set yourself up for success in the upcoming year, and how to talk to your CPA about new tax strategies.

Financial Planning

Principled counsel that draws from a wealth of experience and a worldview that takes more than just money into account.

Investment Management

Our team of financial advisors will help you design a portfolio tailored to your personal goals and the long-term impact you want to have on the world.

You know the adage, “money can’t buy happiness”? It’s kind of our unofficial motto here. Not what you typically hear coming from a financial planning company. But it’s a principle we passionately stand behind.

Money can only go so far, regardless of how much of it you have. We are devoted not only to growing your capital to its utmost potential, but investing in your most valuable assets too. Assets such as character. Generosity. Family. Your joie de vivre.

Financial Freedom that Frees Others.

Your bottom line can be the mark you leave on the world. Since 2012, we’ve tracked the total value of charitable donations we’ve helped our clients transfer from their JMA-managed accounts to both local and national non-profits.

Total contributions made by the families we serve.

Let’s chat.

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