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Client Confidence

“We take pride in our personal and professional investment in our clients. We want you to be confident that we are the best fit for you and your financial needs.”

- Ben Jacobs

Ben Jacobs , M.S., CFP®

Ben completed his master’s degree in financial planning and graduated from the University of Georgia with Highest Honors. Ben has volunteered as a financial counselor at the ASPIRE Clinic and also worked as a quality supervisor with the Volunteer Income Tax Assistance Program in Athens, GA. He has also served on the boards of UGA Hillel and Habitat for Humanity. Ben grew up in Connecticut and Georgia and studied abroad in Costa Rica prior to settling in Athens, Georgia. Ben is passionate about his two dogs, Roth IRAs, to-do lists, and of course, his family.