Founded in 1986, JBM Wealth Management is an independent wealth management firm that operates as a fiduciary, always placing the best interests of its clients first. As a fee-only firm, its revenue comes directly from clients, not from commissions on financial products, which helps to minimize conflicts of interest. The company provides personalized financial planning, investment management, and retirement planning services to individuals, families, and high-net-worth clients, focusing on building long-term, goal-oriented financial strategies.

Founded in

United Kingdom