At JBY Financial Planning, we are dedicated to offering fee-only comprehensive financial planning, investment management, and tax planning services tailored specifically for the unique needs of educators, small business owners, and public sector workers residing in the Madison, Wisconsin, Dane County, and clients nationwide through convenient virtual channels. We are committed to providing personalized guidance and support to help our clients achieve their financial goals with confidence and peace of mind.

At JBY Financial Planning, we adhere to a fee-only model, ensuring that our sole compensation comes directly from our valued clients in exchange for the exceptional services we provide. Our comprehensive range of offerings includes investment management, tailored financial planning, educational seminars and speaking engagements, as well as tax planning services. Additionally, it's important to note that JBY remains entirely independent and does not accept any form of compensation from the third-party professionals that we may refer to our clients.