Planning for your future begins today
By working with The Jamrog Group, you’ll gain confidence that the decisions you make from this point forward are leading you in the right direction.
How We Help Individuals
You’re seeking a personalized approach to financial planning. You want a clear & creative process that takes a 360-degree view of not only your money, but your entire life.
Our team will steward you through an engaging process that leaves you with a tailored plan, clear recommendations & ongoing support to help you achieve your dreams.
How We Help
Non-Profits
You’re looking for dedicated partners who are passionate about supporting nonprofit organizations. Our team offers endowment management, portfolio design, and ESG investment options to help protect and grow your assets.
But that’s only the beginning. We also have expertise in board education, donor engagement, and philanthropic strategies.
Let our team help further your mission.
Our Planning Philosophy
Our philosophy is rooted in building a secure and prosperous future for you and your loved ones.
Clients’ Interests First
Our team is committed to acting in your best interest at all times when providing financial advice. We lead with planning, not products. We take the time to understand your unique needs and goals. Trust, inclusivity, and respect are our priorities.
Less Stress, More Fun
It’s overwhelming to try to figure out creating a solid financial plan on your own. Our mission is to reduce your stress when it comes to money matters. Financial planning is serious business, but we’re also going to have a little fun along the way.
Clear and Direct Communication
You’re hiring us to make things easier. We promise to explain ideas simply and without complicated industry jargon. We're committed to providing feedback about your specific financial situation, explained in a way that makes sense.
Relentless Pursuit of Knowledge
Our four advisors chose this profession because it fuels our desire to learn and grow. We are always investing time to develop new skills, stay on top of industry changes, and bring you the best tools and technology.
Wednesday Wisdom
Sign up for our newsletter and join us on the first Wednesday of every month for insightful personal stories, engaging topics, and cool new resources.
Schedule an Intro Call
Simply interview us. We’ll answer your basic and complex questions and give you a chance to get a sense if we’re a good fit for you.