A complete list of active advisors currently associated with Jade & Cowry LLC

Warmer can help you find a great advisor at Jade & Cowry LLC or one who fits your needs even better.

Jade & Cowry provides financial planning and investment advisory services to individual clients and trusts, including those with complex needs. The firm offers an ongoing comprehensive planning program with discretionary portfolio management as well as limited-scope, project-based advisory engagements. The firm follows a predominantly passive, asset-allocation approach, using low-cost mutual funds and ETFs and an Investment Policy Statement to guide periodic rebalancing and tax-aware implementation. Ongoing clients receive continuous planning and monitoring, while hourly engagements are used to address focused issues and implementation tasks. What is noteworthy about Jade & Cowry is its emphasis on technical, specialist consulting—particularly cross-border financial planning and equity compensation analysis—that other advisers sometimes refer to the firm. It also provides educational seminars and speaking engagements (except in one state) and generally structures client billing around flat annual fee tiers and hourly project fees rather than relying primarily on a percentage-of-assets model.

To learn more about the advisors currently working at Jade & Cowry LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.