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Experience The Difference Fiduciary Fee-Only Financial Planning Makes…

We are a Fiduciary Fee-Only financial planning and investment management firm. A Fiduciary Fee-Only Advisor, as defined by NAPFA (National Association of Personal Financial Advisors), “as one who is compensated solely by the client with neither the advisor nor any related party receiving compensation that is contingent on the purchase or sale of a financial product.” There are not any fees or other compensation for the implementation of our recommendations.

Services are provided by applying fiduciary principles.

JAS Financial Services, LLC offers the following services to our clients:

  • Broad-based , project-based and personalized financial planning
  • Portfolio services
  • Investment management services


JAS Financial Services, LLC’s mission is to be your long-term, trusted personal financial advisor. Our passion is to enable our clients to achieve their financial goals. In our pursuit for excellence, we strive to provide greater benefits to our clients. Each planning, consulting and investment management service is molded to our client’s unique circumstances. Each plan and service is created to fit the specific client it is designed for. As a fiduciary to our clients, we deliver the duties of good faith, trust, confidence and candor.

As a fiduciary, we shall always:

  • act in good faith and with candor
  • be proactive in our disclosure of any conflict of interest that my impact you
  • never accept any referral fees or compensation that is contingent upon the purchase or sale of a financial product

Please call 847-328-8011 or e-mail us
to schedule a no obligation meeting to learn how our services may meet your needs and the applicable fees.