WHO WE ARE
JBJ Invest is an independent financial planning and Registered Investment Advisory (RIA) firm based in Charleston, South Carolina.
At JBJ Invest, we are focused on providing clients with comprehensive financial planning and portfolio management solutions. We accept clients from all walks of life, but we specialize in working with dentists, physicians, and small business owners who are often too busy running their business to grapple with the complexities of investing & retirement planning for both themselves, and their employees.
While we are based in Charleston, South Carolina, we provide professional services to clients in over 40 different states. No matter the distance, we are committed to building long-term relationships with our clients through our high service standard, industry incite, and expertise. Our clients feel confident in their financial future, knowing that they have a reliable team at JBJ Invest to help them prepare for the most complex and unexpected financial situations.
At JBJ Invest, we are dedicated to helping you understand, articulate, and achieve your short-term and long-term financial goals.
Our core values are the driving force in all of our decisions.
Get it right.
Then do it better.