About Jacob William Advisory

Jacob William Advisory is a Baltimore based wealth management firm serving affluent individuals, families and businesses. Our process for uncovering your True Wealth is thorough, precise and personalized. We call our approach the “Wealth Designed, Life Defined” process. Once you have a thorough understanding, we’ll make recommendations on strategy allocations and implement your personalized plan so you can live your life by design, not by default.

Disciplined investment strategies are the foundation of our investment management process, which are built to a specific model based on your Family Index Number. Our process-driven, time-tested strategies are managed by our Investment Committee, comprised of a dedicated team of portfolio managers as well as fundamental and technical analysts and strategists.


At Jacob William our mission is to empower our clients to work towards securing their financial objectives based on four core values:

  • Communication
  • Unbiased information
  • Disciplined processes
  • Service which exceeds your expectations

We know of no higher compliment than the trust and confidence you show in allowing Jacob William Advisory to manage your wealth.  We strive to deliver service, which exceeds your expectations, and to develop an enduring personal relationship with you.