Also known as: jerichoadvisors
Making integrated investment, insurance, and financial planning happen can be quite tricky, and in my eleven years in the industry Ive found that providing clients with an objective, independent voice is what Im really hired to do. People are looking for more than just a company line for financial advice, and I have enjoyed and have grown from the experience. Clients have looked to me to help with estate plans, manage investments, IRAs and college funds, purchase life and long-term care insurance, develop commercial property, and fund charities. And Ive wanted to provide more comprehensive and consolidated reporting for clients, private investment opportunities, and a more expansive role for me and my team in working with local businesses. So I formed Jericho Advisors. Jericho Advisors delivers wealth management and business solutions to a select group of diverse clientele. Made possible through an innovative alignment with LPL Financial and various State regulatory agencies, Jericho can be categorized as a multi-family office or hybrid financial firm. LPL Financial is handling all compliance, trading, and back office solutions from Charlotte, NC. LPL is the largest independent investment firm in the United States and they really understand how the client and advisor experience should work. For advice, custom financial services, as well as business engagements, Jericho will be Registered as an Investment Advisor with the State of South Carolina. Well be able to work on more complex strategies by aligning the practice this way, and also manage legal, accounting, and tax specialists for clients if the situation requires a more expansive approach. As for insurance Jericho Advisors now has access to multiple carriers to create efficient, cost-effective plans to protect and preserve income, and transfer wealth to future generations. Specialties Wealth management, small-business advisory, socially responsible investing, leveraged philanthropy.
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