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For Business Owners

Client centered.

As a Jentner client,
your needs come first.

Wealth Management Services

Successful wealth management combines fiduciary advice, globally diversified investment management, and comprehensive financial planning—our areas of knowledge and experience.

What sets us apart?

What sets us apart from most financial advisors is we are fee-only, meaning we never earn commissions. We are a fiduciary to our clients 100% of the time, avoiding the conflicts of interest that arise from selling financial products. Without proprietary financial products or commissions, our advice is always what we believe to be in our clients’ best interest. The result is a custom financial plan and a personal Investment Policy Statement created just for you.

Comprehensive financial planning starts with a deep understanding of your current financial picture, goals, and dreams. For business-owner clients, business-succession planning is vital to our financial-planning process. Working with our strategic partners, our goal is to help you maximize your business’ value and plan your exit strategy. We work with you to develop a custom and detailed financial plan, implement solutions, and review and adjust your plan to help propel you toward your goals.

The Jentner ProActive Investment Strategy™ provides our clients with a plan for life-long investing. Our portfolios invest in more than 10,000 companies on six continents. They are designed to deliver long-term results and give you confidence in your investments while helping you achieve the financial control, stability, and growth you want.

Relationships, not transactions, are the basis of our work.

Because we create goal-focused financial plans that fit our clients’ purposes and passions, we develop long-lasting relationships with our clients. We listen. Then, we plan. That’s how it should be done, and so that’s how we do it.

Proactive Investment Management

  • Passively engineered
  • Globally diverse
  • Fiduciary advice
  • Cost-effective and tax-efficient
  • Risk-appropriate investment allocations
  • Disciplined rebalancing
  • Cash flow and investment distribution planning
  • Written Investment Policy Statement

Financial Planning

  • Investment
  • Asset allocation
  • Retirement
  • Estate
  • Insurance and risk management
  • Legacy
  • Cash flow
  • Education
  • Life transition

Business-Succession Planning

  • Business valuation assistance
  • Business maturity analysis
  • Personal readiness assessment
  • Wealth, profit, and value-gap planning
  • Business exit planning

Five Things Every Business Owner Must Know About Exit Planning

How ready are you and your business to implement an exit-planning strategy? To be successful takes careful planning, often years in advance. The Exit Planning Institute shares Five Things Every Business Owner Must Know About Exit Planning.

To request Five Things Every Business Owner Must Know About Exit Planning, please enter your information below, and this white paper will be emailed to you. If you do not receive the email, please check your spam or give us a call.

Request The Five Things Every Business Owner Must Know About Exit Planning 
White Paper

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