Working With Us

Jarvis Financial works with a select group of families to meet their financial goals and dreams.  There is an analogy we've used for a number of years that best describes our investment philosophy:

If planning for retirement is viewed as an ocean crossing, you'll find that many investors and investment managers choose a speedboat - quickly going from point to point, and often changing direction to chase the day's tide.  Our preferred crossing method is more like that of an ocean liner; steady, methodical, and safely delivering you to your destination at the end of a journey.

Most Jarvis Financial clients arrive at the firm with a range of investment products - a retirement account or two, real estate, a few stocks, and insurance policies.  They come to us because, unlike a stock broker or most other asset advisors, we consider the entire range of holdings as we develop and manage a comprehensive financial plan.

We take a long term, inclusive view of all of your assets, and assess whether your portfolio aligns with your goals.  Together with you we chart a course, then monitor your holdings and provide advice that is intended to help you reach your desired destination.