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JBY Financial Planning

At JBY Financial Planning, we are dedicated to offering fee-only comprehensive financial planning, investment management, and tax planning services tailored specifically for the unique needs of educators, small business owners, and public sector workers residing in the Madison, Wisconsin, Dane County, and clients nationwide through convenient virtual channels. We are committed to providing personalized guidance and support to help our clients achieve their financial goals with confidence and peace of mind.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Eric Jochimsen, CFP®
NAPFA-Registered Financial Advisor
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

3267 Pleasant St Sun Prairie, WI 53590 Phone: (715) 965-0058

Primary Office

3267 Pleasant St Sun Prairie, WI 53590 Phone: (715) 965-0058
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