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
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
Paraplanner
I am a student at The Ohio State University, majoring in Consumer and Family Financial Services. I joined Jericho Financial in the spring of 2020 after a brief internship. I am currently serving as a paraplanner; responsible for creating and updating financial plans, client meeting preparation and service, and improving Jericho’s processes and procedures to better serve our clients... learn more.
In The Community
Celebrating 4 years in business with a delicious lunch!
Exciting News! We were just informed that our firm, Jericho Financial, has been nominated for 'Best in the 'Bus 2021' for best Financial Advisory Firm. This an award that depends upon the reader's poll. It would mean a lot if you could take a minute and vote for us. Click on the link and vote. We are item 15.
www.surveymonkey.com/r/9M3MQ3D
Voting for Best of the 'Bus | OPEN!
www.surveymonkey.com
Take this survey powered by surveymonkey.com. Create your own surveys for free.Tax filing to begin February 12.
www.irs.gov
IR-2021-16, January 15, 2021 — The Internal Revenue Service announced that the nation's tax season will start on Friday, February 12, 2021, when the tax agency will begin accepting and processing 20...
We can’t wait to hear from you and to learn about your dreams and goals for your financial future!
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