Company Research Report: Jacob William Advisory

Company Overview

• Name: Jacob William Advisory

• Mission: The company aims to coach clients through important life decisions, acting as an accountability partner and advocate to ensure they achieve their financial goals.

• Founded By: No information is available.

• Key People:

• Dan Morrison, CFP®, ChFC®, CASL® - Founding Partner & Wealth Advisor

• Mark Ring - Managing Partner, Founding Partner & Wealth Advisor

• Christina Snyder, CFP®, ChFC®, RICP®, CISP™, AEP® - Partner & Director of Financial Planning, Senior Wealth Advisor

• Chloe Ober - Chief Operating Officer

• Headquarters: 4 N Park Drive, Ste. 402, Cockeysville, MD 21030

• Number of Employees: No information is available.

• Revenue: No information is available.

• Known For: Jacob William Advisory is known for providing comprehensive financial services including financial planning, investment management, retirement planning, estate planning, and tax planning. The company is a division of CWM, LLC, an SEC Registered Investment Advisor.

Products

• Financial Planning: Custom plans to evaluate clients' financial situations and direct them toward financial freedom.

• Features:

• Personalized wealth plans

• Ongoing plan monitoring and adjustments

• Investment Management: Offers disciplined investment strategies for portfolio growth.

• Features:

• Proactive service

• Long-term growth focus

• Retirement Planning: Utilizes a five-step process to avoid personal retirement crises.

• Features:

• Concrete financial assessments

• Long-term care planning

• Tax Planning: Identifies potential savings through recent tax return reviews.

• Features:

• CPAs provide proactive savings ideas

• Restructuring opportunities for tax efficiency

• Estate Planning: Provides a tax-efficient, comprehensive estate plan.

• Features:

• Asset distribution education

• Minimalistic chance on estate allocation

• Private Client Services: Tailored services for clients with highly complex needs.

• Features:

• One-on-one advisor support

• Customized strategic solutions

Recent Developments

• Recent Developments: No specific recent developments are detailed in the data provided.

• New Products Launched: No information is available.

• New Features Added: No information is available.

• New Partnerships: Jacob William Advisory is associated with Carson Partners, a division of CWM, LLC, enabling access to a broad range of resources and expertise.

---

Additional Insights

• Approach: Jacob William Advisory emphasizes a client-centered approach, focusing on long-term relationships by personalizing financial strategies through their proven onboarding process.

• Recognition: Paul West, an associated advisor, was recognized by Forbes as the Best-in-State Wealth Advisor in 2018 and 2021, and Ron Carson received multiple accolades for his innovative contributions to the industry.

• Resource Access: Clients benefit from national resources via the partnership with Carson Partners, further enhancing the advisory services provided by Jacob William Advisory.

The presented information does not include any financial statistics such as revenue figures or specific employee data beyond key personnel, as these details are not available in the provided documentation.