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Experience the JEHM difference

Our mission is simple: to help our clients live more enjoyable lives with a little help from smarter financial planning.

Through the planning process, our clients can gain clarity of their financial circumstances, confidence in pursuing their financial goals, and added peace of mind from a relationship with trusted advisors. We’ll be there to celebrate the good times and give support during the tough times.

RELATIONSHIPS MATTER

We understand financial decisions made today will impact our clients’ futures. As a result, we believe it’s imperative to create lifetime relationships so that we can monitor and modify our clients’ plans based on their life events. We believe this can only be accomplished through a relationship-driven culture in our firm.

FAMILY FIRST

Our belief in long-term relationships and our desire to start a family business motivated us to create JEHM Wealth & Retirement. Even our name shows how family is our priority: JEHM is an acronym for Jennifer, Eric, and our daughters, Haley and Mallory.

OUR FAMILY TAKING CARE OF YOURS!

Our vision is to be the last advisors our client family will ever need. We are committed to providing a warm, welcoming atmosphere where our client family will feel safe to discuss their most intimate financial matters. Additionally, we encourage their family and friends to engage with us, so they too can share in this meaningful experience.

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