JV Financial is dedicated to helping you create, preserve, and distribute your wealth in accordance with your values.

Joint Venture Relationship

We are not like the bank. We believe in forging a Joint Venture relationship, which means we partner with you, your tax and legal advisors, and often your family, as we work side-by-side to manage your financial affairs. We focus on proactive and customized planning rather than ad-hoc or templated services, and adapt as your financial goals and needs change over time.

Values-Based Planning

Our process centers around identifying and exploring your values and goals in life, big or small, and establishing a plan that best suits your unique situation. Our commitment to building long-term relationships often leads to working with our clients' children and grandchildren to help position future generations for success.

Personalized Experience

At JV Financial, we're not just advisors — we're your dedicated partners. You'll forge a lasting relationship with our close-knit team, knowing you're supported by professionals who truly understand what is important to you and makes you unique.

Financial Expertise

Our credentials speak volumes at JV Financial. In addition to the Certified Financial Planner (CFP®) designation, our team members hold the advanced qualifications of Chartered Investment Manager (CIM®), Chartered Professional Accountant (CPA®), Registered Financial Planner (R.F.P.), and Trust and Estate Practitioner (TEP), demonstrating our commitment to comprehensive wealth management.

Our Advisors are real professionals with real credentials

Giving Back

We're often inspired by our clients' remarkable generosity and their deep-rooted desire to create positive change. They uplift communities, champion meaningful initiatives, and stand behind organizations that mirror their values. Together, we transform aspirations into impactful actions, leaving a lasting legacy of compassion and progress.

We have facilitated millions of dollars of donations that have allowed our clients to fulfill their philanthropic wishes. We're particularly proud of our clients' and our involvement with:

Set Yourself up for Success

Interested in finding out if JV Financial is the right fit for you? Contact us to get started.