Getting started does not have to be complicated. Call Jericho today and talk with a real person who is ready to listen, answer your questions, and help you understand the next right step. Prefer to send a message first? Fill out the form below and our team will reach out within one business day.
From there, we will schedule a free 30 minute call or visit to our home office. We will listen to your story, learn about your goals, and help you understand what may be possible.
Have questions before reaching out? We put together a few common answers to help you understand what to expect, how the process works, and how Jericho can help you take the next right step.
No — and that’s intentional. Jericho was built specifically to remove the barriers that keep hardworking individuals and families from accessing real financial guidance. There is no minimum balance required to start. Whether you’re beginning with $0 or managing significant assets, Jericho’s team is ready to work with you.
Jericho uses an asset-based fee structure — meaning fees are based on the assets being managed, not on commissions from selling products. There are no ticket charges, no account fees, and no hidden costs. This structure ensures that Jericho’s interests are always aligned with the client’s — when a client’s portfolio grows, everyone wins.
For tax preparation services, there is a separate fee based on the complexity of the return. And when a client’s situation requires outside specialists — attorneys, CPAs, mortgage lenders, or other trusted partners — those professionals charge their own standard fees directly. Jericho is transparent about all of it upfront so there are never any surprises.
Yes. Jericho operates as a fiduciary — which means the team is legally and ethically required to act in every client’s best interest at all times. This is not the standard across the financial industry. Many advisors operate on a commission-based model, which can create conflicts of interest. At Jericho, the only priority is what’s best for the client.
Jericho Financial is registered with the SEC as a Registered Investment Advisor. This means Jericho is able to work with clients anywhere in the United States — not just in Ohio. Whether you’re in Columbus, across the country, or somewhere in between, Jericho’s team is able to serve you.
Most financial advisory firms work with a small percentage of a client’s financial picture — typically just their investment portfolio. Jericho takes a 360-degree view of everything — investments, tax strategy, spending, protection, giving, and every major life transition. The emphasis is on being relational, not transactional, and on investing in people before investing in markets.
The first conversation is completely free and comes with no commitment or obligation. Jericho’s team will take the time to hear your story, understand your goals, and show you what’s possible. There’s no pitch, no pressure, and no jargon — just an honest conversation about where you are and where you want to go.
Absolutely not. Jericho was built specifically to serve the people most advisory firms overlook — hardworking individuals and families who are building wealth, not just preserving it. Jericho coaches clients on the habits and strategies needed to get ahead, regardless of where they’re starting. No minimum balance. No gatekeeping.
Jericho works with a wide range of clients — young professionals just getting started, families planning for retirement, business owners preparing for an exit, and high-net-worth individuals looking for new strategies and a higher level of financial planning. The common thread is a desire for real guidance, a real relationship, and a real plan.
