Effective Game Plan

Advice in Common Language

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People deserve to understand what’s happening with their money.

Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life and your future.

AtJacob William Advisory, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.

First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.

We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.

As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.

Whether you’re investing hundreds or millions, at Jacob William Advisory we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.

Discover the right investment strategy for you.

Tell us a little more about your investment objectives and level of comfort with risk.

By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?


How to get started.

1. Schedule an appointment

2. Meet with us for a custom listening session

3. Get your personalized strategy

Schedule an appointment.

Please provide your name and email and we will have an advisor contact you.

First Name*

Last Name*


Phone Number*

Our financial planning services are built on trust, transparency and accountability.

Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services

Portfolio Management

Our team employs a tactical risk-managed investment philosophy when it comes to managing your investments. Learn More

Financial Planning

Our comprehensive Wealth Management Team will work with you to create your plan -not just a plan-a strategy that fulfills your plan. Learn more

Risk Management

Your financial Advisor and our entire team of Insurance Specialists work to identify risk exposure to minimize potential damage from an unexpected life occurrence. Learn more

Estate Planning

Estate planning begins with coordinating properly executed legal documents such as wills, trusts, beneficiary designations and asset titling. Learn more

Tax Planning

We have an established network of tax professionals we can refer you to, but at Jacob William Advisory, we are just as comfortable working with your existing tax professionals. Learn more

Personalized Wealth Management

Jacob William Advisory’s mission is to empower our clients toward pursuing their financial objectives through the principles of proactive communication, education and disciplined processes and service. We are a wealth management firm focused on leading our clients toward their definition of True Wealth. Located in Timonium, Maryland, having a local and national presence, our team provides the highest level of service for affluent families, business owners, executives, and institutions.

Is your wealth plan updated and coordinated with all aspects of your life? Is it accessible; are your most important documents organized and within easy reach when needed? Allow us to develop and provide your wealth portal designed to meet your every need.

Allow our “True Wealth” planning process help establish, build and solidify your path. Through a process of learning and understanding your current economic status, risk tolerance, and aspirations, we will be able to coordinate all aspects of our management services in developing your financial path, helping to ensure a life you choose.

Contact one of our financial advisors for more information or to request a complimentary consultation.

Investment Management

Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.

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Carson Group Partners

Carson Group Partners is a network of growth-minded advisors with one common massive transformative purpose: to be the most trusted for financial advice.

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Our Locations

Headquartered in Timonium, Maryland, Jacob William Advisory has support across the country. Contact us today to speak with a financial advisor or financial professional nearest you.

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Jacob Williams’ team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more

A Lesson in Money; Is It Too ...

Published by Ryan Cooley

I recently heard a story on the news that raised a lot of criticism.  It was about a mother who was teaching her daughter about money.  She charged her 5 year old monthly rent that was to be paid using a portion of her allowance.  Upon collecting the $5 rent, she was then depositing the money into a savings account for when her daughter is older.

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Market Commentary
Weekly Market Commentary March 12, 2018

Stock markets returned to their winning ways last week after falling the previous week. The S&P 500 soared 3.5%. The global MSCI ACWI rose 2.8%, and the Bloomberg BarCap Aggregate Bond Index edged 0.1% lower. The moves higher in the S&P 500 and MSCI ACWI were both large enough to overcome last week’s losses.

Stock prices fell on the announced resignation of President Trump’s economic advisor, Gary Cohn, a free-trade advocate in the administration. However, after the Trump administration indicated allies may receive exemptions from recent tariffs, the potential flexibility reassured markets, and the job numbers announced at the end of the week propelled them to a very strong finish.

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Monthly Newsletter
March Monthly Newsletter: 2018 Tax Scams and How ...

Tax season is officially upon us and with it comes the inevitable new wave of tax season identity fraud. Every year, thousands of people lose millions of dollars and their personal information to tax scams during tax season. As taxpayers become more sophisticated at spotting scams, so do the scammers. They use regular mail, telephone and email to scam taxpayers, tax professionals, and even HR and payroll departments through phishing attacks and malware.

Read more

5 Tips to Survive a Market Downturn

Check out this video for 5 tips to survive a market downturn. Read more

Financial Tips 2018: How to get ahead on ...

It’s 2018 and now’s the time to get your finances in order.

To help you and your family make all the right money moves next year, here’s a financial game plan that could help you grow your 401(k), avoid financial ruin and adjust to the new tax rules signed into law by President Trump. Read more

Blog post
  • What Does Your Retirement Look Like?

    Published by Jake Bleicher

    When I think of retirement, I think of spending a month traveling throughout Asia tasting exotic cuisines. I want to go fishing in Alaska with my buddies and send my grandchildren to college. I want to surprise underprivileged children with presents on Christmas, donate to cancer research and leave an inheritance to my children. More than anything, I want the freedom to do what I want to do. I want to enjoy retirement. It is a goal I am working diligently towards. Read more

Weekly Market Commentary
  • Weekly Market Commentary March 5, 2018


    After two positive weeks, stocks retreated on news the U.S. would impose tariffs on steel and aluminum imports. The S&P 500 shed 2.0%. The MSCI ACWI dropped 2.4%, and the Bloomberg BarCap Aggregate Bond Index was unchanged.

    Read more