Ben Jacobs (CFP®, EA, MS)

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

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • High Net Worth Client Needs
  • Middle Income Client Needs
  • Tax Planning

Planning Specialties

Ben has a strong interest in tax planning strategies, as well as an in-depth knowledge of student loan repayment strategies. 

Our team consists of talented, educated, and conscientious individuals who, every day, work to optimize the goal attainment + financial life plans of our clients. As fiduciaries to our clients, we provide an innovative and progressive model for personalized financial planning and wealth management.

Having three tenured faculty members of the financial planning program at The University of Georgia as members of our professional team, we have a natural knowledge-base and skill-set in working with university faculty, staff, and administrators. 

Our team also specializes in retirement income distribution planning and helping individuals and couples successfully plan for, and transition into, retirement. Our investment management services are provided within the framework of sophisticated tax planning and ongoing academic research.

 

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.

NAPFA Start Date

November 11, 2014

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This Office

687 S Milledge Ave Athens, GA 30605-1250 Phone: (706) 548-1025 Fax: (866) 838-7986