Organized Financial Strategies for Your Future
At J Benjamin, we specialize in delivering personalized financial services to help individuals and families organize and strategize their financial futures. Established in 2016, our firm draws on over 13 years of industry experience and has grown through referrals and trusted relationships. Our mission is to provide tailored solutions that align with your unique goals, supported by innovative strategies and a commitment to integrity.
Our Team
JAN KUHA, AWMA® FOUNDER
Jessi Geraci, Client Service Specialist
Todd Fisher, Investment Advisor, CPA
Values
Transparency
We are honest and open when it comes to our communications, fees, and everything we do. We speak your language - and avoid finance jargon - because it's important to us that our clients fully understand their options.
Reliability
We do what we say we're going to do when we say we're going to do it. We will never "ghost" you; we're always just a phone call away.
Integrity
We adhere to a strong code of personal morals and business ethics, and we seek to do the right thing for our clients in every situation.
High Standards
We are professional, organized, and accountable. Your financial health is deeply important, and we don't take our responsibility as your trusted advisor lightly.
Approachability
We weren't born into wealth or financial expertise; we became experts so we can help others reach their goals. We lead by example and don't recommend anything we wouldn't do or aren't doing ourselves.
Why Choose Us
Strong Connections
Your financial advisor should be the right fit - not just financially, but also because they share your values and understand you.
Transparency
We ensure you understand exactly what you're paying for and how it benefits your financial plan.
Personalized Experiences
There is no one-size-fits-all when it comes to your financial future. Here, everyone can enjoy a personalized plan, specially crafted to fit a situation as unique as yourself.
Our Expertise and Professional Qualifications
Our team at J Benjamin brings a wealth of experience and professionalism to the table. Our advisors are not only knowledgeable, but also committed to adhering to the highest ethical standards. Our work ethics center around transparency, client-centric approaches, and a deep commitment to your financial well-being.
Plan Your Secure Financial Future
Scheduling a consultation with us is the first step toward a secure financial future. Our team is ready to assist you in developing tailored financial strategies that meet your specific needs. Connect with us to learn more.