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About JS Financial


JS Financial’s goal is to help preserve, manage, and invest the wealth of our clients by designing and implementing focused, custom, financial strategies. Our dedication to best-in-class service is rooted in a commitment to putting our clients’ interests first.

Our Core Values

NEVER DORMANT, ALWAYS MOVING FORWARD

When it comes to your financial well-being, we focus on the future, learn from the past, and never settle for “just good enough.” A burning desire for greatness fuels our drive to innovate and improve, pushing us to transform the good into the exceptional.

BE gENUINELY INTERESTED IN OTHERS

We prioritize family, which includes our clients and team members. We believe in being deeply interested in others, striving to build meaningful relationships, and valuing personal connections above the profits of the firm. People are our true priority. It’s not about us. It’s about you.

ABOVE ALL, JUST PUT GOOD OUT IN THE WORLD

We believe in providing value to our clients, our community, and the world at large. We live by the philosophy that if we care more about what we give, we will never have to worry about what we receive. 

Education
<br/><strong>Without Expectation</strong><br/>

Education

Without Expectation

Education has always been the cornerstone of JS Financial's practice. Our goal is to provide you with our comprehensive knowledge to let you determine if we are the right group to help you pursue your financial goals. If not, we hope to have at least helped you make an educated decision about the next steps for your financial future. 

Our Process

At JS Financial, we believe pursuing your financial goals should be straightforward yet comprehensive. Our streamlined process is designed to be easy to navigate while ensuring every detail is carefully considered. We start by listening to your needs, then craft a tailored plan that aligns with your aspirations. With clear communication and meticulous attention to detail, we guide you every step of the way, delivering strategies that are both accessible and robust. Trust JS Financial to simplify your financial journey without compromising on thoroughness.

Step 1

Step 1

Step 1: Schedule a Free Consultation

A brief introductory meeting. Are our services the right fit for you?

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Step 2

Step 2

Step 2: Build Your Plan

We meet with you to present your tailor-made financial plan after having a discovery session.

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Step 3

Step 3

Step 3: Implementation

We put your personalized plan into action and you gain a new lifelong partner in JS Financial. 

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Step 4

Step 4

Step 4: Partnership Rythym

As a new client, we’ll monitor your investment strategy and touch base on a regular basis.


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Who You'll Work With
Meet Our Team

Joel Barjenbruch

Joel Barjenbruch

Joel Barjenbruch CFP®, RICP®, CLU®, ChFC®, LACP | Financial Planner

Stacey Barjenbruch

Stacey Barjenbruch

Director of Marketing and Customer Relations

Stephanie Bellows

Stephanie Bellows

Executive Assistant to Joel Barjenbruch

Justin Toth

Justin Toth

Wealth Advisor

Matt Frey

Matt Frey

Financial Advisor

Ty Coen

Ty Coen

Financial Advisor

Adam Fitzgerald

Adam Fitzgerald

The Marketing Guy

Start Planning With JS Financial

We can't wait to get to know you!

Schedule a Free Consultation