As a founding partner of Jacob William Advisory, I ensure our focus is to serve our clients' needs beyond their expectations. This commitment to service is grounded in our core values, and is critical to creating independence for our clients and our team members. With our client-centric approach, we bring a sense of urgency, success, clarity, and caring to everything we do. Our process is thorough, precise, and personalized. We understand how to tailor and simplify complex financial advice, working closely with our clients as trusted advisors to pursue goals and create financial independence. Our belief is that education is the key to transparency. We work to ensure our clients understand our investment process and strategies because these important financial decisions directly impact their life. I am most proud of the firm we have created and for the opportunity to be a part of our client's life successes and the greater community. Living in Baltimore with my wife, Nancy, and our two children, we are fortunate to spend a lot of time together. I also enjoy traveling, golfing, bicycling, and supporting and serving on the board of numerous nonprofit organizations related to education, youth, and the arts. We will always empower our clients toward pursuing their financial objectives grounded on the principles of proactive communication, education, disciplined processes, and service, which exceeds expectations. If you are interested in learning more about our firm, please feel free to reach out to me here on LinkedIn or give us a call. Jacob William Advisory is a partner with CWM, LLC, a member of the Barron’s Hall of Fame, with over 18 billion assets under management.Baron's Magazine Hall of Fame Inductee - Ron Carson, October 20, 2014 issue. Advisors inducted into the Hall of Fame include those who were recipients of the Barron’s Top 100 Independent Advisors ranking since the list’s inception. The Barron’s rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities.