Intro:Jones Barclay Boston Review

Jones Barclay Boston is a Denver, CO wealth management advisory firm specializing in affluent individuals, families, small businesses, and professional athletes. They are a small firm that works together to maximize client portfolios while retaining an independent structure. They do not earn commissions or sell incentive-based financial products or services, allowing them to focus exclusively on each client’s best interest.

Key Factors about This Wealth Management Advisory Firm​

Broad Range of Training and Certification:

Jones Barclay financial advisors represent a diverse mix of training certifications and professional designations.

Financial advisors on the Jones Barclay team include lawyers, MBAs, Certified Public Accountants, Certified Financial Planners, Certified Private Wealth Advisors, and Personal Financial Specialists.

This wide range of experience and training allows Jones Barclay to advise their clients across several fields. A snapshot of select services they are able to provide includes investment planning, financial planning, estate planning, and tax planning, among others.

Jones Barclay Boston Review

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Independent, Fiduciary, and Conflict-Free:

Jones Barclay is an independent, fee-only financial advisor in Denver. They do not take commission from the sale of financial products, services, or affiliate relationships.

Because of their no-commission policy and their fee-only nature, Jones Barclay is free of the conflict-of-interest issues that can plague other financial planners in Denver. Because of this, you can invest with the assurance that your client-advisor relationship with Jones Barclay remains clear and focused solely on your financial success.

Group Approach:

The members of the Jones Barclay team work together to maximize your investment strategy. Part of this approach includes utilizing the many and varied expert backgrounds of individual team members. This includes CPAs, lawyers, CFPs, and more.

With Jones Barclay Boston, you work primarily with a single financial advisor. However, you also reap the benefits of multiple perspectives that assist in strengthening your portfolio and accelerating your gains.

Comprehensive Plan of Action:

One of the things we really liked about Jones Barclay Boston was the multifaceted service structure that they offer clients.

The four primary categories of wealth management provided by Jones Barclay include:

  • Investment management
  • Financial planning
  • Wealth management
  • Tax advisory

Jones Barclay can incorporate all four of these categories to ascertain a picture of your financial posture. From there, they can harmonize these fields to help you meet your financial needs and reach your goals faster.

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