The Jericho Financial Story
Most financial firms are built around clients who already have wealth to manage. Jericho was built for everyone, for those who have built something significant and deserve a team that actually engages with the full picture. In September of 2017, our team made the decision to build something different. A firm with no minimum balance requirements. No gatekeeping. No transactional relationships. Just a team of advisors and coaches committed to sitting down with every client, hearing their story, and building something designed around their life.
Since that time, Jericho has had the privilege of working with hundreds of wonderful clients all around the Columbus Ohio community and across the US — and the mission hasn’t changed a day since.
Ryan Bosler
Chief Compliance Officer
I’m really passionate about financial planning and helping ordinary people experience uncommon success. In doing so, I help my clients develop positive financial habits and consistently make progress towards their future goals... learn more
Mark Faubel
Chief Operating Officer
As a Financial Advisor I believe my purpose is to help people optimize the financial resources and opportunities that God has given them. I have years of management and financial training at my disposal to deliver that goal and our firm uses seven core values to measure your progress... learn more.
Shar Cross
Operations Manager
I was born in Malaysia, lived in Saudi Arabia for a few years, and then moved to the United States in 2008. My senior year of high school I took a Personal Finance Class that changed my perspective on everything. For the first time, I realized the financial hardships my parents faced getting to the United States... learn more.
Our vision
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 7 Core Values
Most advisors manage investments. Jericho manages the full picture, including the life transitions that affect everything else. Before any recommendation is made, the team takes the time to understand where a client is, what’s changing, and what’s at stake. That’s where every great plan begins.
Spend Deliverately
Give Generously
Borrow Rarely
Invest Patiently
Protect Responsibly
Plan Strategically
Enjoy Freely
A better financial future can start with a single conversation
No pressure. No obligation. Just a 30-minute call where we listen to your story, learn about your goals, and show you what’s possible. There’s no cost to the call — only to waiting.
✓ Completely free · ✓ No commitment · ✓ Talk to a real person
