Our Firm

Jennings Financial Planning: Defining and defined by wealth advocacy.

When we founded Jennings Financial Planning, we had a big idea. We would show people how to connect their wealth with their most heartfelt values, relationships and interests. Easily said, but many people were having trouble finding anyone to help them do that. We built our firm to bridge that gap.

Financial planning is only the beginning. We blend our breadth and depth of services with several finer qualities that are harder to categorize. Personal touches that result in a relaxed, easy-going atmosphere. The goal is to give you a comfortable space, specialized resources, and ample room to learn and grow, to become an informed and confident investor of your personal wealth.

We’re here for our clients, period. We’ve deliberately structured our compensation and business models to that end. This becomes a vital distinction in the financial industry, in which traditional “advice” is so often conflicted and opaque. In contrast, we have established a fee-only compensation model, with all costs transparent and open. As a Registered Investment Advisor firm, we are legally obligated to serve you in a fiduciary relationship, which means we must always endeavor to advise and advocate strictly in your highest financial interests.

We’re not alone. We are a local boutique firm. At the same time, our extensive national alliances ensure access to broad expertise to address even the most complex financial circumstances. We are small, but mighty!

Meet our strategic alliances …