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Experience The Difference Fiduciary Fee-Only Financial Planning Makes…

JAS Financial Services LLC is a Fiduciary Fee-Only firm providing financial planning and investment management services. A Fiduciary Fee-Only Advisor, as defined by NAPFA (National Association of Personal Financial Advisors),

“A fiduciary is a professional entrusted to mange assets or wealth while putting the client’s best interest first at all times. Financial advisors who follow a fiduciary standard must disclose any conflict, or potential conflict, to their clients before and during the advisory engagement. Fiduciaries will also adopt a code of ethics and fully disclose how they are compensated.”

All my services are provided by applying fiduciary principles. The only compensation I receive is directly from my clients.

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

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


JAS Financial Services, LLC’s mission is to be your long-term, trusted personal financial advisor. My passion is helping clients. Each client has situations, goals and other factors to consider in the actions recommended to each client. All services are modeled to each client’s unique circumstances. As a fiduciary, I deliver the duties of good faith, trust, confidence, and candor. The client always comes first.

As a fiduciary, I shall always:

  • act in good faith and with candor
  • be proactive in disclosing any conflict of interest that may impact the services provided.
  • 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.