Jason Demland

Advisor at Demland Wealth LLC

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Credentials

CFP®

Demland Wealth LLC logo

Firm

Demland Wealth LLC

Location

Defiance, OH 43512

About

I specialize in helping Christians with their money so they can focus on glorifying God and enjoying Him forever instead of retiring to a life of ease.

I believe that retirement for Christians is different. Retirement income planning, investing, legacy planning, and tax planning are all part of stewarding what God has given us well.

I work to help people live, give, and grow with their money by providing financial planning services that aim to maximize retirement income, reduce lifetime taxes, and plan for a life of joyful service to Christ and His church.

Expertise

General tax planning General retirement planning

Demographic focus

Christian Faith Based

Fee options

AUM: 1.50% < 1 Million

Flat: $2500

Monthly: $200+/mo

AUM fees offset planning fees. Any AUM in excess of 1 million will be billed at .3%.

Work history

Demland Wealth LLC

2022 - Present (4 years)

Blue Jay Financial Group, LLC

2018 - 2022 (4 years)

Cetera Advisors LLC

2015 - 2018 (3 years)

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