Effective Game Plan


Advice in Common Language


Straightforward Fees

Download one of our free guides.

FORBES TOP-RANKED TEAM

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.

At Jacob 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)?

Next

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*

Email*

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.

Read more

Carson Partners

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

Read more

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.

Read more

Insights

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

Blog
We’re Never Too Busy To Help ...

Published by Ryan Cooley

One of the most prominent roles in a person’s life can be that of a financial advisor who aims to know your goals and dreams and provide trusted counsel. It’s no surprise, then, that it can be incredibly overwhelming to find an advisor you trust and with whom you want to form a long-lasting relationship.

Read more

partner summit video
Video
How to Start Building Your Retirement Plan

How do you want to spend your years in retirement? Building a plan to help ensure you’re on track is important and we want to make it easy to get started.

Watch this video to help ensure you’re on track toward retirement. Read more

inflation
Market Commentary
Weekly Market Commentary – July 15, 2019

The S&P 500 continued its steady climb and ended the week at a new record high. Investors remain confident the Federal Reserve will lower rates at its meeting in late July. The S&P 500 climbed 0.8% for the week. The MSCI ACWI gained 0.2%. Read more

forbes
News
Busting Three Half-Truths About Reverse Mortgages

A few years back, I conducted and published research in the Journal of Financial Planning that showed Americans don’t understand reverse mortgages. In fact, respondents scored below 50 percent on a 10-question true-false quiz.

Read more

Financial Advising, financial freedom
Monthly Newsletter
Celebrating True Financial Freedom

Fourth of July! We stand in the haze of firework smoke and barbecue grills enjoying our family, sweating in the heat. On this most nostalgic of holidays, we celebrate the independent spirit of what it means to be an American. More than a one-time political event in distant history, this is the freedom to stand on our own two feet and pursue our unique destiny. Read more

Blog post
  • Should you invest in a Roth or Traditional IRA?

    By Beth Schanou, JD

    Multiple retirement savings vehicles are available but having options can be overwhelming. Each option comes with different rules leading to a variance of outcomes in the short-term and long-term. It’s not that dissimilar to choosing what to eat. There are options which are satisfying in the short-term but may necessitate a more vigorous workout later to compensate. Read more

Weekly Market Commentary
  • Weekly Market Commentary – July 8, 2019

    The S&P 500 continued its very strong performance this year and reached a new high Wednesday before inching lower on Friday. The strong employment report on Friday pushed markets slightly lower by reducing the number of expected interest-rate cuts by the Federal Reserve. The S&P 500 climbed 1.7% for the week. The MSCI ACWI gained 1.2%. The Bloomberg BarCap Aggregate Bond Index slipped 0.1% as yield rose in response to the jobs data. Read more