Ben Jacobs (AIF®, CFP®, EA, MS)

Ben Jacobs focuses in the
following client markets or areas of practice:

Business Owners

College/Education Planning

High Net Worth Client Needs

LGBT Couples and Families

Middle Income Client Needs

Tax Planning

Planning Specialties

Fully Financial is a fee-only, fiduciary financial planning and investment management firm. Co-Founders Ben Jacobs and Cody Nichelson created Fully with the belief that everyone, regardless of the size of their investment portfolio, should have access to personalized, fee-only, fiduciary financial planning. They wanted to bring comprehensive and responsive service to more people in Athens and surrounding communities — with transparent, all-inclusive pricing and no minimum asset requirements. As an independent local business, our fee-only model means that our advice is unbiased and our success is driven solely by yours. We believe that’s the way it should be. We aren’t beholden to outside fund managers or third-party companies. We don’t have shareholders, we have stakeholders — our clients. We’ll always do what’s best for them. Working with a fee-only fiduciary means you won’t have to worry about your financial planner’s competing loyalties to you and some external group. Fully is here to provide real financial planning advice to help more people live their lives to the fullest.

Additional Information

Ben completed his master’s degree in financial planning and graduated from the University of Georgia with Highest Honors. Ben has served the Athens community as a financial counselor at the ASPIRE Clinic and also worked as a quality supervisor with the Volunteer Income Tax Assistance Program. Ben currently serves on the board of NAPFA Genesis, as well as the College of Family and Consumer Sciences Alumni Association at the University of Georgia. Ben grew up in Connecticut and Georgia and studied abroad in Costa Rica prior to settling in Athens, Georgia. Ben is passionate about his three dogs, Roth IRAs, to-do lists, and of course, his family.