Home
To realize your financial goals, you need the guidance of a trusted advisor
Welcome to J. H. White Financial Services. We earn your trust every day by applying our financial expertise and personalized approach, customizing individual plans and providing investment advisory services to fit our client’s individual needs. Our mission is to guide you down the path to financial freedom and peace of mind.
We provide Fee-Only Financial Planning
If you want an advisor who is objective, who focuses on your priorities and is not limited to specific financial products, consider working with us. As Fee-Only Planners, our only compensation is the fee paid by our client. This compensation structure supports our desire to serve clients’ best interests.
Knowledge
We have the knowledge to provide financial planning and wealth management services to individuals, families and small businesses. Each one of our advisors has passed the Certified Financial Planning Board’s education curriculum. To ensure you have the most up to date financial planning tools and knowledge to protect your investments, we are constantly learning and continuing our education.
Relationships
At J.H. White Financial Services we focus on long-term relationships and want you to feel like you are part of our family. There are no requirements as to your income, net worth, or the amount of money you have to invest. You do not have to have a fortune to begin building one.
To learn more, simply give us a call or send an email. We will gladly schedule a complimentary introductory meeting.
