Champion, Jessica

Champion Method LLC is a fee‑only, registered investment adviser that provides wealth management and financial planning services, including discretionary investment management and written financial plans. The firm’s brochure describes services for individual and high‑net‑worth clients and notes coordination with third‑party professionals when appropriate.

The firm’s investment process draws on fundamental, technical, and charting analysis within a Modern Portfolio Theory framework, and it uses both active and passive vehicles while accommodating socially responsible investment preferences. Champion Method may manage accounts on a discretionary basis, integrates behavioral‑finance coaching into client work, and may recommend or engage Outside Managers while retaining primary advisory and monitoring responsibilities.

Distinctive aspects of the firm include its explicit focus on serving individual and high‑net‑worth clients and its practice of selecting outside investment managers—features that are uncommon for firms categorized primarily as investment managers. The firm was formed in 2025 and reported no assets under management as of the most recent reporting period; its principal brings prior broker‑dealer experience and a Retirement Income Certified Professional (RICP) designation, which may influence the firm’s emphasis on retirement and income planning.