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A plan. It gets you to where you want to go.

Since our founding in 1984, Jentner Wealth Management’s focus has been the same: our clients. Our true success story is our clients’ ability to achieve lifelong goals through sound financial strategies. As a Jentner client, your needs come first. It is this deep-rooted commitment to you that sets us apart in the industry.

Jentner Wealth Management is a national firm serving families across the United States with its main office in Akron, Ohio. To cut through the many options in financial services and determine if Jentner Wealth Management is the right fee-only financial advisor for you, explore this site, and then call us at 1-866-JENTNER. Or to discuss how Jentner can help you achieve financial freedom, contact us today.

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Our commitment to you.

Prudent Investing

Prudent investing is choosing to be a good steward of your financial resources. Jentner can help you make prudent investment decisions designed to preserve and build your financial legacy.

Comprehensive Financial Planning

Successful wealth management is more than just managing money. Jentner provides comprehensive financial planning to incorporate your goals, values, and lifestyle in your custom financial plan.

Fee Only

Jentner is a fee-only advisor. We never receive commissions, unlike most advisors. You will receive prudent advice customized to your life and goals, all while keeping your costs low.

Fiduciary Advice

Jentner is a Registered Investment Advisor and is required to operate as a fiduciary 100% of the time, always putting your needs first. We provide you with advice that is in your best interest.

Evidence-based Philosophy

Our philosophy is based on historical data, showing that active management usually fails. So, we develop an intelligent plan designed to keep the portfolio on track to pursue long-term goals.

Diverse Investing

Jentner diversifies its investment portfolios globally in more than 10,000 companies on six continents, seeking to mitigate risk to earn meaningful returns over the long term.

Proactive Investment Management

Jentner believes active management is a risky endeavor, so we utilize the time-tested strategy of passive investing to provide you with peace of mind that your funds are prudently managed.

Secure and Transparent

Your entire portfolio will always be in your name. Jentner never takes custody of your investments, and you always have complete access to and control of your funds.

In the news.

Along the way, others have taken notice of Jentner’s ability to provide prudent financial advice and serve clients with personal attention. Limelight or no limelight, our mission is always the same: advancing our clients’ values, goals, and dreams by protecting and enhancing their resources.

Jentner Wealth Management

Proactive investing with a global focus.