We are an atypical group of financial advisors and coaches – with a 360-degree financial approach – helping today’s hard-working individuals and families realize that uncommon financial success is well within reach.
By investing in people first, we have the opportunity to make a profound difference in the well-being of our clients – for life.
Our values
WHAT WE DO…
Help today’s hard-working individuals & families realize that uncommon financial success is well within reach.
Investors make transactions. Coaches invest in people. While we do both, it’s the latter that sets us apart. We take a 360-degree approach to assessing all aspects of your financial life – with impact now and for the long haul. We believe that desired financial outcomes are a product of disciplined investing by us and daily actions taken by clients. By removing minimum balance requirements and foregoing a common investor practice of working only with clients who have accumulated wealth, we help coach young, hard-working individuals and families on the habits of how to get ahead and meet every milestone on their unique journey through life.
WHY WE DO IT…
We’re in the business of building relational success – for life.
We believe nothing is more important in life than the relationships we forge and hold dear. We have a unique opportunity come alongside clients to help them achieve the financial goals they’ve envisioned for themselves, devise a plan to achieve them, and to provide for those whom they love and care for. It is our trusted counsel and coaching that keeps us at their side. It is a responsibility and a gift to be a valued extension of the individuals and families we serve and to build these life-affirming and lifelong relationships.
WHO WE ARE…
We are financial professionals who invest in more than just markets.
We are proven, established and certified professionals who practice implementing sound financial strategies that always put client interests first. Driven by our values, we invest a significant amount of time with our clients to better understand their unique needs and challenges so we can deliver value. Simply stated, our emphasis is on being relational, not transactional.
OUR VALUE / IMPACT:
We’re creating a financial equation for the greater good.
Helping people make wise, long-term investments that pay dividends – plus helping them make incremental changes in how they view, borrow, manage and spend their hard-earned money – is what transforms their financial well-being throughout their lives. In doing so, we are actively cultivating a new generation of fiscally responsible investors and consumers who can cascade their knowledge to family and friends.
Our Products & Services
Investments
Planning
Insurance
College
Life Events
Trusted Personal Partners
Ryan Bosler
Chief Compliance Officer
Ryan is passionate about 360-degree, holistic financial planning and helping ordinary people experience uncommon success. As an active investor and behavior coach, he understands... learn more
Mark Faubel
Chief Operating Officer
Mark has been working in the financial industry since 2003. His service in the industry began in banking where he served as a retail banking manager. In 2011... learn more.
Diane Parish
Executive Assistant
Diane joined Jericho Financial in September 2017 after a 14 year run at her previous firm. Although she graduated from the University of Toledo with a degree in Business Management she was lucky enough to... learn more.
Shar Cross
Paraplanner
Shar is a student at The Ohio State University, majoring in Consumer and Family Financial Services. He joined Jericho Financial in the fall of 2019 after a brief internship. He currently serves as... learn more.
In The Community
As people have been hearing our radio ads I have been asked what is meant by 'coaching'. To me coaching is one of the most important reasons to work with an advisor. The investment part is important, but you can't invest if you don't have money in the budget.... coaching. The investment part can drive your wealth if you don't let emotions get in the way...coaching. Having to liquidate your investments to cover an unexpected expense can devastate your financial goals. This can be avoided....coaching. I think you get the idea. Who is your partner? See our story at
www.planjericho.com
www.planjericho.com
We are an atypical group of financial advisors and coaches – with a 360-degree financial approach – helping today’s hard-working individuals and families realize that uncommon financial success ...
An Enrolled Agent is a credential earned from the IRS. We now have one at Jericho Financial.
Enrolled Agent Information | Internal Revenue Service
www.irs.gov
Become an enrolled agent, the highest credential the IRS awards, and find out how to maintain your status.Make sure to ask for these banks for your children at your next appointment. We think these are ideal to build good money handling habits in children ranging age 5 through 14
Awesome idea. We just started a chore program with the kids and explained this to them. This will help!
This is awesome!
www.planjericho.com
We are an atypical group of financial advisors and coaches – with a 360-degree financial approach – helping today’s hard-working individuals and families realize that uncommon financial success ...
We can’t wait to hear from you and to learn about your dreams and goals for your financial future!
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