Jericho Financial

Updated today

Find your advisor

Client assets under management

$197,939,670

Clients

390

7% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

130

Very High

Average account size

$507,538

About

Jericho Financial provides financial planning and portfolio management to individuals and families and offers pension consulting services to employer-sponsored retirement plans. The firm delivers written financial plans, ongoing monitoring, and discretionary management while also recommending third‑party investment managers when appropriate.

Jericho emphasizes a long‑term, asset‑allocation approach focused on diversification and periodic rebalancing, and it conducts at least annual reviews of client plans and accounts. For retirement plan work it accepts ERISA fiduciary responsibilities and uses third‑party platforms (Pontera and Future Capital) to facilitate management of held‑away participant accounts without obtaining direct custody.

Noteworthy distinctions disclosed in the brochure include business affiliations that are uncommon among peers: several of the firm’s principals are licensed insurance agents who may earn commissions on product sales, and one principal provides tax preparation services to clients—each relationship is identified as a potential conflict of interest. The firm also requires clients to custody assets at Charles Schwab, may receive fee‑sharing from third‑party managers it refers, and states it imposes no account minimum.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

General retirement planning Charitable giving & philanthropy

Fee options

Fixed

Project-based flat fees for financial planning services

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.80% $5,000,001+: 0.65%

Project-based

Up to $300 per hour for financial planning services

Other

Fee-only: Financial planning hourly rate up to $300/hour; project-based flat fees also offered

Main office location

Jericho Financial

38 A Commerce Park Drive

Westerville OH 43082, United States

Number of offices

Most active in

Florida · New Hampshire · Ohio · Pennsylvania · South Carolina · Tennessee · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website (614) 948-0039

Advisors at this firm

Ryan B

CFP®, Series 63, Series 65

Westerville, OH

Jericho Financial

Ryan Bosler is a CFP® professional with 19 years of experience in financial advising. He has been with Jericho Financial since 2017 and previously worked at Ohio National Financial Services, The O.N. Equity Sales Company, and Swisher Financial Concepts. Outside of his advisory role, Bosler is a partner and COO of CrossFit Polaris, a fitness business in Westerville, OH. Jericho Financial provides financial planning and discretionary portfolio management for individuals, families, and employer-sponsored retirement plans. The firm employs a long-term, asset-allocation approach supplemented by third-party advisers and technology to manage a broad range of investment options.

General retirement planning Charitable giving & philanthropy

Mark F

Series 66

Westerville, OH

Jericho Financial

Mark Faubel is a financial advisor with Jericho Financial and holds a Series 66 designation. He has 14 years of industry experience, including prior roles at Ohio National Financial Services, THE O.N. Equity Sales Company, and Swisher Financial. In addition to his advisory work, he provides tax preparation and filing services for individuals, businesses, and nonprofit organizations. Jericho Financial offers financial planning and discretionary portfolio management to individuals, families, and employer-sponsored retirement plans. The firm uses a long-term, asset allocation and diversification approach, supplemented by third-party advisers and technology platforms to manage client assets.

General retirement planning Charitable giving & philanthropy

Shar C

Series 65

Westerville, OH

Jericho Financial

Shar Cross is a financial advisor at Jericho Financial in Westerville, OH, holding a Series 65 designation with two years of industry experience. Prior to joining Jericho Financial in 2019, Shar worked in the food service industry, including positions at North Star Cafe and Scramblers. Jericho Financial provides financial planning and discretionary portfolio management to individuals, families, and employer-sponsored retirement plans. The firm uses a long-term, asset-allocation and diversification-based approach, combining in-house management with third-party advisers and technology platforms to deliver customized investment and pension consulting services.

General retirement planning Charitable giving & philanthropy

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support