Our Professional Network

As a boutique investment planning and advice practice, J.M.Equity Advisors is committed to serving all of our client’s needs. This is accomplished through developing and implementing strong strategic professional relationships. Our network fashions a full team of experienced professionals for our clients to utilize. As our client’s needs grow and change, they can be confident that J.M.Equity Advisors and those in our professional network will strive to be able to handle any challenges they encounter.

CPAs

J.M.Equity Advisors does not provide tax advice. As such, we rely on our CPA network to help our clients navigate the nuances of the tax world. We currently are working with our partners, Larisey & Company CPAs, Robert B. Gassman and Associates, and DBW Taxes, Inc. We understand that every client need differs and having additional referral partners is always a positive. Please send us an email or give us a call if you would like to be added to our partner list.

Attorneys

J.M.Equity Advisors does not provide legal advice. As such, we rely on our attorney network to help our clients navigate the nuances of the legal world. We currently are working with our partners Matuszewich & Kelly LLP, Horwood Marcus & Berk, and Bielski Chapman Law. We understand that every client need differs and having additional referral partners is always a positive. Please send us an email or give us a call if you would like to be added to our partner list.

Wells Fargo Advisors Financial Network does not endorse these referrals and therefore gives no assurances as to the quality of their services.