Founded in 1999 by Jeff Woolley, J. Woolley Financial, Inc. is a financial services firm dedicated to providing objective, independent financial planning and investment management. The company operates on a "fee-only" basis, meaning it is compensated solely by its clients, avoiding the conflicts of interest associated with commissions or product sales. Its mission is to help individuals and families achieve their financial goals through personalized strategies for investment, retirement, and college planning.

Founded in

United States