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

Ben has a strong interest in complex tax planning 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.