JLP Financial is a financial planning and wealth management firm founded by Julie P. Gorte, Ph.D. The firm operates as a fee-only fiduciary, meaning it is legally obligated to act in its clients' best interests and its revenue comes directly from clients, not from commissions on financial products. Its mission is to help individuals and families achieve their financial goals through a values-based approach, integrating personal principles into investment and financial planning strategies.

Founded in

United Kingdom