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 Financial Independence is Achievable, Let the Jacobi Method Show You How

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Who We Help

We realize that we can’t be all things to all people, we can however strive to be all things to a select few people. We’ve carefully engineered our process and services and have learned from experience that we are best suited to work with:

What We Do

Our planning strategies and recommendations are specifically tailored to address your unique situation. We offer a broad range of services which includes the following:

Individuals & Families

  • Portfolio Management
  • Estate and Asset Protection Planning
  • Retirement Planning
  • Tax Mitigation Strategies
  • Life and Disability Insurance
  • College Funding Strategies
  • Social Security Strategies
  • Philanthropic Planning
  • Medicare Planning
  • Long Term Care
  • Planning for Next Generation
  • Financial Technology Tools


  • Growth, Exit, and Succession Planning
  • Retirement Plan Consulting
  • Tax Mitigation Strategies
  • Workplace Financial Wellness Programs
  • Shareholder/Buy-Sell Agreement Planning
  • Executive Compensation Consulting
  • Non-qualified plans
  • Life and Disability Insurance

Investment Planning

For over 30 years, Jacobi Capital Management has been working with business owners, individuals and families to create investment strategies to help them pursue their goals and optimize the probability of success. We take our role as a trusted advisor in managing our client’s wealth seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles. To execute a strategy on your behalf, we ask the question, “What if…then what?” to think through the possible blind spots and range of outcomes. Our process focuses on:

  • Risk Tolerance & Capacity Assessment
  • Portfolio Construction
  • Asset Allocation
  • Tax mitigation strategies
investment planning
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