Financial Advisors
Middleton, WI
Jacobson & Schmitt Advisors is a fee-only, fiduciary financial advisory firm based in Middleton, Wisconsin, serving clients throughout the Madison area and around the world. The firm specializes in comprehensive financial planning, investment management, retirement planning, tax efficiency, legacy planning, and net worth monitoring—all guided by their signature "Money Mission" philosophy that aligns your wealth with your personal values and goals. They work with families, small businesses, and nonprofits, offering personalized advice from advisors who invest alongside clients and prioritize long-term responsibility over sales commissions.
Ideal for: Families planning retirement, small business owners, nonprofit leaders, values-driven investors seeking personalized wealth management
Service area: Madison area, Wisconsin and surrounding regions, serving clients nationwide and internationally
Fee-Only, Fiduciary Structure: Jacobson & Schmitt operates as a fee-only, fiduciary firm with no commissions, ensuring advice is always in clients' best interest rather than driven by product sales.
Money Mission™ Philosophy: The firm's signature approach aligns investment strategy with clients' personal values and goals, including impact on loved ones and causes they care about.
Comprehensive Life-Stage Planning: Services span financial advice, conscious investing, retirement planning, tax efficiency, legacy planning, and emotional decision-making support for clients at any life stage.
Address: 8333 Greenway Blvd #330, Middleton, WI 53562
Phone: (608) 662-7500
Website: jandsadvisors.com
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