Jones Financial

Jones Financial is a national practice bringing the expertise and depth of capability needed to help high-net-worth families, business owners, and successful professionals discover, plan and implement sophisticated wealth management strategies for a secure financial future. We understand the unique and complex wealth management needs and challenges that come with acquiring, managing, and preserving substantial financial assets. As a member of the Northwestern Mutual Private Client Group, we bring an elevated wealth management experience that combines our specialized expertise and client service with the financial strength and extensive resources of Northwestern Mutual. Our comprehensive financial planning and asset/risk management services along with our core principles of personal service, mutuality, and fiduciary responsibility are focused on our client's best interest. Giving back to the communities we serve is a value deeply rooted in Jones Financial. The Jones Financial Annual Golf Benefit is a fundraiser to help Alex’s Lemonade Stand move one step closer to finding a cure for all children fighting cancer. The Jones Financial team, associates, clients, and community partners have raised over in the five years since starting the golf event, including in 2023 alone. The team also regularly supports The Action Center, a local organization that helps those in our community experiencing hardship and offers the resources and services needed to stabilize lives and promote pathways of lasting change.