Founded in 1992, Jacobi Capital Management, LLC is an independent, fee-only wealth management firm that acts as a fiduciary for its clients. The firm specializes in providing comprehensive financial planning, investment management, and retirement planning services to individuals, families, business owners, and non-profit organizations. Their approach is centered on creating customized, long-term financial strategies and managing investment portfolios tailored to each client's unique goals and risk tolerance, without the conflicts of interest associated with commission-based products.

Founded in

United States