Who We Serve
JMA serves successful and generous families in Arizona, New Mexico, and across the country as they plan for the future.
Serving faithful stewards across the country.
JMA has a nationwide footprint of serving faithful stewards as they create financial plans that honor their values and principles. We serve individuals and families with $500,000 or more in investable assets, including families in the $5–$15 million range whose wealth often brings greater opportunities and more complex planning considerations. We help them thoughtfully discern what to do with the wealth that’s been entrusted to them.
Retirees & Pre-Retirees
For individuals and couples approaching retirement or already enjoying their spending years, we can help you navigate the financial decisions that come with this next stage of life. From understanding how much you can comfortably spend to coordinating investments, taxes, charitable giving, and estate considerations, we help bring the different pieces of your financial life together. Our goal is to give you greater clarity about how your resources can support your family, your future, and the causes you care about.
Business Owners & Executives
For business owners and executives, we can help you navigate complex tax, investment, and transition decisions with greater clarity and confidence. Whether you are preparing to sell a business, approaching a liquidity event, managing equity compensation, or considering what comes next, we help you understand how each decision affects your broader financial picture. By coordinating investment, tax, charitable, estate, and long-term planning, we help you make thoughtful decisions through major financial transitions.
Widows & Widowers
For widows and widowers navigating life after the loss of a spouse, we can help you make important financial decisions and build a plan for the years ahead. We take the time to understand what has changed, help you organize the different pieces of your financial life, and identify the decisions that need your attention now versus those that can wait. From cash flow and investments to taxes, estate planning, and long-term goals, our team can help you move forward with greater clarity and a financial plan built around this next chapter of life.
Frequently Asked Questions
We primarily serve successful individuals and families who want to be intentional stewards of their wealth. Many of our clients are Christians who value wisdom, generosity, and long-term planning. They are often preparing for retirement, selling a business, managing significant assets, or navigating complex financial decisions while seeking advice that aligns with their values.