Wealth Advisor
CurrentAt Jacobi Wealth Advisors we are advisors who guide professionals, business owners and families towards financial security by recommending strategies to help them pursue their financial goals. We provide employee benefit programs, retirement and Insurance planning and investment and wealth management.Our Financial Planning Services cater to individuals and business owners in the the Greater Philadelphia area as well as New Jersey, New York, Virginia, Maryland, District of Columbia, Florida, Maine and Colorado. I am also licensed to sell insurance in the states listed here. I am a Financial Planner I offer investment advisory services and I am approved to conduct fee-based financial planning.Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the 'Contact Info' section above. Investment advice offered through Jacobi Capital Management, LLC, a Registered Investment Adviser and a separate entity from LPL Financial.• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
