Charles D. Jones Capital Management, Inc. provides estate planning, investment management and comprehensive financial planning services to high-net-worth individuals. The firm was founded in 1989 by Charles D. Jones, an attorney and Certified Financial Planner® Practitioner. Our mission is to build lasting relationships with a small number of clients, improving their lives measurably by helping them become good stewards of their financial resources.
Unlike most financial advisory firms, we work on a fee-only basis. Financial advisors compensated by commissions from product sales have an inherent conflict of interest. They must sell you a product to make money on advice they give you, and while a mutual fund or insurance policy may offer an advisor a high commission it may not the best product for you. We put your interest first always. We receive no commissions from any investment, insurance or other financial product we recommend to you. Our only source of compensation is the fee you pay us, ensuring that you get objective advice about your finances.
We help you formulate a financial plan to achieve your goals and care for your family. We analyze your cash flow, net worth and tax picture. We examine your insurance needs and offer college-financing solutions for your children. We help you design a plan so that you can meet life’s challenges – whether it’s funding a child’s education, retiring in a lifestyle that you’ll enjoy or passing your wealth to your loved ones. We offer specific recommendations that are concise, understandable and sensible.
CERTIFIED FINANCIAL PLANNER® AND CFP®
are federally registered marks of the Certified Financial Planner Board of Standards, Inc.