We attribute much of our growth and longevity to our personal relationships with our clients, independent and objective financial advice, and a team-based approach.
It’s uncommon to find a firm that has successfully provided unparalleled personal attention to its clients for more than 55 years. We attribute much of our growth and longevity to our personal relationships with our clients, independent and objective financial advice, and a team-based approach.
From the beginning, our deliberate organizational pattern of independence has remained a core conviction. Whether in the areas of investments, insurance, or any other financial product or service, we have always preserved our inherent freedom to offer objective financial guidance. Additionally, this guidance has been grounded in the pooled experience and expertise of all our partners – since our clients are clients of the firm, not individual advisors.
This commitment allows our energies to be focused solely on understanding your financial goals and offering impartial strategies to the challenges of wealth accumulation, preservation and management that are solely in your best interests.
Our firm was founded in 1967 by William H. “Country” Dean. Since our founder’s retirement over two decades ago, our firm has been guided by the laddered tenure of four additional owners/partners, which continued the firm’s significant growth as well as expanded investment offerings. Today, our firm is co-owned by Jeff Schmeltekopf, Tim Lowry and Jonathan Dumas. This gradual, yet intentional evolution of ownership has been thoughtfully planned and implemented to assure our clients of our firm’s longevity, continuity and consistency of the highest level of service and advice.
Dean, Jacobson Financial Services is A Registered Investment Advisor and we provide independent investment advice and services, as well as wealth management and financial planning services to clients across the country. We are independently owned and operated and our advisors are also Registered Representatives of LPL Financial , A Registered Investment Advisor, Member FINRA/SIPC. All securities and investment products that we provide access to are through LPL Financial. LPL Financial is the nation’s largest independent Broker/Dealer and the leading independent source of financial services and investment advice.*
*According to Financial Planning Magazine, 1996 – 2022, based on revenue.
Our client’s are the most important people to our firm. We are solely committed to helping our clients pursue their goals through the proper management of all available financial resources. Our firm’s foundation has always been built around providing confidential, independent and objective advice, which serve as pillars for our firm’s creed to our clients:
- Our clients are the most important people to this Firm.
- Our clients are not dependent on us. We are dependent on them.
- Our clients are not an interruption of our work, they are the purpose of it. We are not doing them a favor handling their inquiries, they are doing us a favor by giving us the opportunity to earn their business every day.
- Our clients rely on us to help them pursue their long-term financial goals. It is our job to do so profitably in order to assure our clients of our presence and service throughout their lifetimes and for generations beyond.
Our mission as a comprehensive financial planning / wealth management firm is to assist our clients toward a more comfortable and successful financial independence.
“Comfortable” affirms our extraordinary commitment to provide unparalleled service and kindness to our clients, enhancing their quality of life through values-based planning, thereby freeing them to pursue their passions in life.
“Successful” recognizes that we do this not solely to amass more wealth for our clients, but through a holistic approach, we seek to carefully balance our clients’ desires for wealth accumulation and preservation with their emotional and psychological needs that so often play a vital, interrelated role in their ultimate attainment of financial contentment.