Jackson Thornton Wealth Management, LLC

Jackson Thornton Wealth Management (JTWM) provides discretionary investment management and participant-directed retirement plan advisory services to individuals (including high-net-worth clients), trusts, charitable organizations, and small businesses. The firm implements portfolios largely with passively managed mutual funds and ETFs—most frequently Dimensional Fund Advisors funds—and also manages some individual equities and fixed income portfolios through separate account managers.

JTWM’s investment approach is rooted in Modern Portfolio Theory and long-term asset allocation, using portfolio modeling (including Monte Carlo simulation), written investment policy statements, and periodic rebalancing and tax-loss harvesting aligned with client-approved limits. JTWM routinely engages independent managers and service providers—notably Focus Partners Advisor Solutions for trade execution, back-office services and certain discretionary management, and DFA or AQR as sub‑advisors in specific mandates.

JTWM is owned by the accounting firm Jackson Thornton & Co., P.C., and maintains formal referral and cross-service arrangements with that parent, including referral compensation for affiliated employees and coordination between accounting and advisory services. Rather than offering a separately billed, standalone financial planning product, JTWM provides a range of wealth-management consultations (tax, estate, retirement plan design, insurance and cash-flow topics) to investment clients without separate charges, and it delegates proxy voting to clients while outsourcing substantial operational functions to third-party providers.