Jentner Wealth Management is a nationally recognized wealth-management firm based in Akron, Ohio. By providing fee-only comprehensive financial planning, globally diversified investing and fiduciary advice, Jentner seeks to preserve the financial legacy of clients in Northeast Ohio and across the United States.
Founded in 1984, Jentner Wealth Management provides both financial planning and investment management to individuals, families, business owners, and trusts. Jentner Global Management is a specialized division that provides institutions with investment portfolio management services, including portfolios customized specifically for endowments, foundations, and qualified retirement plans.
Jentner’s proven, low-cost passively-engineered investment strategy invests broadly in more than 10,000 companies on six continents, seeking to provide steadiness in good times and challenging times to earn meaningful returns over the long term.
Jentner is fee-only, meaning we never earn commissions. We are a fiduciary to our clients 100% of the time, avoiding the conflicts of interest that arise from selling financial products. Without proprietary financial products or commissions, our advice is always what we believe to be in our clients’ best interest. This key strength differentiates us from most investment advisory firms. Many people assume that all financial advisors must always act in their client’s best interest. However, many financial advisors do not always have fiduciary responsibility to their clients. Many insurance agents, stockbrokers, and financial planners operate under a suitability standard or a best-interest standard. Because they are not fiduciaries, they can be motivated by commissions earned from selling insurance and investment products.
Company Details
- Employees
- 7
- Founded
- -
- Address
- 3677 Embassy Parkway, Akron,oh 44333,united States
- Phone
- 330-668-1000
- in****@****ner.com
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- jentner.com
- Keywords
- Fee-only wealth management, Investment management, Retirement planning, Estate planning, Business succession planning.
- HQ
- Akron, OH
Jentner Wealth Management Questions
Jentner Wealth Management's helpline number is 330-668-1000
Jentner Wealth Management's website is jentner.com
Jentner Wealth Management's LinkedIn profile is https://www.linkedin.com/company/jentner-financial-group
Jentner Wealth Management has
7 employees.
View email and phone details for 7
employees at Jentner Wealth Management.
Jentner Wealth Management's industry is
Investment Management
Jentner Wealth Management's top competitors are
Ldn Wealth,
Bcg Wealth Advisors,
Fortitude Wealth Management,
Passage Wealth Advisors, Llc,
Downing Retail Displays,
Hart & Patterson Financial Group,
Dwt Wealth,
Moore's Wealth Management,
Soulsby Accounting,
Acg Wealth Management.
Jentner Wealth Management's support email address is info@jentner.com
Jentner Wealth Management's categories are Investment Management
Jentner Wealth Management's founding year is 1984
